Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
OCC releases CRA evaluations made public in May
The Office of the Comptroller of the Currency has released a list of 18 Community Reinvestment Act performance evaluations of OCC-supervised institutions that became public in May 2021. Eleven of the evaluations listed were rated Satisfactory. We congratulate the seven institutions that received evaluation ratings of Outstanding: