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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.

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Key CFPB senior leadership changes announced

The CFPB has announced leadership changes within the Bureau.

  • Zixta Q. Martinez will serve as Deputy Director, and in that role will oversee the Bureau’s Operations Division
  • Karen Andre will serve as Associate Director for Consumer Education & External Affairs
  • Jan Singelmann will serve as Chief of Staff
  • Erie Meyer will serve as Chief Technologist

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