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
The OCC has released a list of Community Reinvestment Act (CRA) performance evaluations that became public in November. The list includes national banks, federal savings associations, and insured federal branches of foreign banks that have received ratings.
Of the 17 evaluations made public last month, 13 were rated satisfactory. We congratulate these four, which were rated outstanding: