Ellen is arguably the hardest working person at your financial institution. As your bank’s Exception Specialist, Ellen is responsible for making sure that everything –…

It finally feels like spring. The snow has mostly melted, and things are beginning to look a little greener. The trees are starting to blossom…

With the New Year officially here, many community banks and credit unions are resuming the search for a more scalable document management process. If your…

"Good ol’ Ronnie” is one of your favorite customers to work with. A fifth generation farmer, Ronnie is among the bank’s most loyal customers. In…

“Mr. Jenkins, you seem like the natural fit for an SBA 7(a) loan.” Immediately after hearing these words, a glimmer of hope appeared on Mr…

As the bank or credit union’s trust officer, you’re ultimately responsible for ensuring a friction-free customer experience. Trouble is, managing the many moving parts of…

Whether you’re a bank or a credit union, it’s important to have solid tracking procedures in place for commercial loans. Unfortunately, the most well-thought-out tracking…

If you’re one of the 1,000+ bankers that has downloaded a free copy of TicklerTrax™, you’re probably looking to improve the efficiency of your exception…

Managing risk is one of the primary goals in the banking industry. One way for a financial institution to do so is to reduce its…