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.
NCUA names new inclusion director
The NCUA has announced it has named Miguel A. Polanco as its Director for the Office of Minority and Women Inclusion. In this role, Mr. Polanco will report to NCUA Chairman Todd M. Harper and oversee the agency’s requirements under the Dodd-Frank Act to develop and promote standards for workforce diversity, supplier diversity, and equal employment opportunity, and assess the diversity policies and practices throughout the credit union industry.