Product Updates April 2017

Product Updates for April 2017

The Product Updates for April 2017 from feature the following revised policy template products:

Corporate Banking Relationship Officer Job Description Template
Loan Portfolio Officer Job Description Template
Model Risk Officer Job Description Template

These new products were developed in response to client requests who submitted their suggestions to our “Client Wish List.”  Your comments and ideas are always greatly appreciated and will be taken into consideration whenever we revise our current products or create new ones.  In summary, we want to ensure your success and earn your business!

In the event you are in need of a policy, procedure or job description template that is not currently offered by, please contact us by e-mail and make a suggestion by letting us know what you need!  We remain committed to providing the financial institution industry’s finest specialized document template solutions and we strive to offer a wide variety of products designed to meet the needs of a very diverse client base.  However, we recognize that every financial institution is different, and a multitude of variables exists between organizations such as asset size or federal regulatory oversight authority, in addition to the ever increasing changes in technology and of course, the need to be in compliance with all newly released federal regulatory guidance.

Keeping You Informed

We provide this Product Update Blog as a courtesy to all clients regarding new and revised products released by  We feel that it is important to keep our clients well informed of changes to the financial institution industry, including keeping on top of federal regulatory changes, and industry recommended best practices.  In this regard, we encourage you to subscribe to our Product Update Notification List in which these types of announcements are made including any special offers that can save you time and money.  Just send an e-mail to our [email protected] address in order to be added to our distribution list.