| 10030 |
Branch Metrics Report 030 |
Treasury |
Treasury |
Daily |
nCino |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-10-14 |
| 10060 |
Branch Metrics Report 060 |
Lending |
Commercial Lending |
Daily |
Power BI |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-06-05 |
| 10090 |
Branch Metrics Report 090 |
Risk Management |
Enterprise Risk |
Daily |
Salesforce |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-11-18 |
| 10009 |
Credit Exceptions Report 009 |
Finance |
Finance |
Quarterly |
nCino |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2023-11-20 |
| 10039 |
Credit Exceptions Report 039 |
Information Security |
Cybersecurity |
Quarterly |
Power BI |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-08-04 |
| 10069 |
Credit Exceptions Report 069 |
Retail Banking |
Consumer Banking |
Quarterly |
Salesforce |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-03-24 |
| 10099 |
Credit Exceptions Report 099 |
Compliance |
Compliance |
Quarterly |
SQL Server |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-09-08 |
| 10024 |
Customer Activity Report 024 |
Computer Operations |
IT |
Daily |
Snowflake |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-04-11 |
| 10054 |
Customer Activity Report 054 |
Treasury |
Treasury |
Daily |
Core Banking |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-11-28 |
| 10084 |
Customer Activity Report 084 |
Lending |
Commercial Lending |
Daily |
Business Analytics |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-07-20 |
| 10021 |
Daily Operations Report 021 |
Retail Banking |
Consumer Banking |
Quarterly |
Business Analytics |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2023-12-25 |
| 10051 |
Daily Operations Report 051 |
Compliance |
Compliance |
Quarterly |
nCino |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-08-14 |
| 10081 |
Daily Operations Report 081 |
Finance |
Finance |
Quarterly |
Power BI |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-04-28 |
| 10006 |
Financial Performance Report 006 |
Treasury |
Treasury |
Daily |
Salesforce |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-08-30 |
| 10036 |
Financial Performance Report 036 |
Lending |
Commercial Lending |
Daily |
SQL Server |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-04-21 |
| 10066 |
Financial Performance Report 066 |
Risk Management |
Enterprise Risk |
Daily |
Snowflake |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2024-01-02 |
| 10096 |
Financial Performance Report 096 |
Computer Operations |
IT |
Daily |
Core Banking |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-05-26 |
| 10027 |
Fraud Review Report 027 |
Compliance |
Compliance |
Quarterly |
Salesforce |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-06-30 |
| 10057 |
Fraud Review Report 057 |
Finance |
Finance |
Quarterly |
SQL Server |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-03-14 |
| 10087 |
Fraud Review Report 087 |
Information Security |
Cybersecurity |
Quarterly |
Snowflake |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-11-02 |
| 10018 |
Liquidity Summary Report 018 |
Risk Management |
Enterprise Risk |
Daily |
Power BI |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-09-09 |
| 10048 |
Liquidity Summary Report 048 |
Computer Operations |
IT |
Daily |
Salesforce |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-05-26 |
| 10078 |
Liquidity Summary Report 078 |
Treasury |
Treasury |
Daily |
SQL Server |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2024-01-12 |
| 10003 |
Loan Portfolio Report 003 |
Compliance |
Compliance |
Quarterly |
Snowflake |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-05-16 |
| 10033 |
Loan Portfolio Report 033 |
Finance |
Finance |
Quarterly |
Core Banking |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-01-29 |
| 10063 |
Loan Portfolio Report 063 |
Information Security |
Cybersecurity |
Quarterly |
Business Analytics |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-09-18 |
| 10093 |
Loan Portfolio Report 093 |
Retail Banking |
Consumer Banking |
Quarterly |
nCino |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-02-08 |
| 10015 |
Regulatory Compliance Report 015 |
Information Security |
Cybersecurity |
Quarterly |
SQL Server |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-06-20 |
| 10045 |
Regulatory Compliance Report 045 |
Retail Banking |
Consumer Banking |
Quarterly |
Snowflake |
Parker Brown |
Validated |
1 - High |
Active |
Open |
2024-02-08 |
| 10075 |
Regulatory Compliance Report 075 |
Compliance |
Compliance |
Quarterly |
Core Banking |
Morgan Anderson |
Draft |
1 - High |
Active |
Open |
2023-09-28 |
| 10012 |
Risk Monitoring Report 012 |
Lending |
Commercial Lending |
Daily |
Core Banking |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-03-07 |
| 10042 |
Risk Monitoring Report 042 |
Risk Management |
Enterprise Risk |
Daily |
Business Analytics |
Avery Miller |
In Progress |
1 - High |
Draft |
Open |
2023-10-24 |
| 10072 |
Risk Monitoring Report 072 |
Computer Operations |
IT |
Daily |
nCino |
Alex Smith |
Validated |
1 - High |
Draft |
Restricted |
2023-07-10 |
| 10010 |
Branch Metrics Report 010 |
Risk Management |
Enterprise Risk |
Annually |
Snowflake |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2024-12-26 |
| 10040 |
Branch Metrics Report 040 |
Computer Operations |
IT |
Annually |
Core Banking |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-09-08 |
| 10070 |
Branch Metrics Report 070 |
Treasury |
Treasury |
Annually |
Business Analytics |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-04-30 |
| 10100 |
Branch Metrics Report 100 |
Lending |
Commercial Lending |
Annually |
nCino |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-09-18 |
| 10019 |
Credit Exceptions Report 019 |
Compliance |
Compliance |
Weekly |
Core Banking |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2024-10-15 |
| 10049 |
Credit Exceptions Report 049 |
Finance |
Finance |
Weekly |
Business Analytics |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-06-30 |
| 10079 |
Credit Exceptions Report 079 |
Information Security |
Cybersecurity |
Weekly |
nCino |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2025-02-17 |
| 10004 |
Customer Activity Report 004 |
Lending |
Commercial Lending |
Annually |
Power BI |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-06-20 |
| 10034 |
Customer Activity Report 034 |
Risk Management |
Enterprise Risk |
Annually |
Salesforce |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-02-09 |
| 10064 |
Customer Activity Report 064 |
Computer Operations |
IT |
Annually |
SQL Server |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-10-23 |
| 10094 |
Customer Activity Report 094 |
Treasury |
Treasury |
Annually |
Snowflake |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-03-16 |
| 10001 |
Daily Operations Report 001 |
Finance |
Finance |
Weekly |
SQL Server |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-03-07 |
| 10031 |
Daily Operations Report 031 |
Information Security |
Cybersecurity |
Weekly |
Snowflake |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2024-11-19 |
| 10061 |
Daily Operations Report 061 |
Retail Banking |
Consumer Banking |
Weekly |
Core Banking |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-07-10 |
| 10091 |
Daily Operations Report 091 |
Compliance |
Compliance |
Weekly |
Business Analytics |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2024-12-24 |
| 10016 |
Financial Performance Report 016 |
Computer Operations |
IT |
Annually |
nCino |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-07-25 |
| 10046 |
Financial Performance Report 046 |
Treasury |
Treasury |
Annually |
Power BI |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-03-16 |