| 10076 |
Financial Performance Report 076 |
Lending |
Commercial Lending |
Annually |
Salesforce |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-11-02 |
| 10007 |
Fraud Review Report 007 |
Information Security |
Cybersecurity |
Weekly |
Business Analytics |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2024-10-05 |
| 10037 |
Fraud Review Report 037 |
Retail Banking |
Consumer Banking |
Weekly |
nCino |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-05-26 |
| 10067 |
Fraud Review Report 067 |
Compliance |
Compliance |
Weekly |
Power BI |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2025-01-13 |
| 10097 |
Fraud Review Report 097 |
Finance |
Finance |
Weekly |
Salesforce |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-06-30 |
| 10028 |
Liquidity Summary Report 028 |
Lending |
Commercial Lending |
Annually |
Business Analytics |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-08-04 |
| 10058 |
Liquidity Summary Report 058 |
Risk Management |
Enterprise Risk |
Annually |
nCino |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-04-20 |
| 10088 |
Liquidity Summary Report 088 |
Computer Operations |
IT |
Annually |
Power BI |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-12-07 |
| 10013 |
Loan Portfolio Report 013 |
Retail Banking |
Consumer Banking |
Weekly |
Salesforce |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-04-11 |
| 10043 |
Loan Portfolio Report 043 |
Compliance |
Compliance |
Weekly |
SQL Server |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2024-11-29 |
| 10073 |
Loan Portfolio Report 073 |
Finance |
Finance |
Weekly |
Snowflake |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-08-14 |
| 10025 |
Regulatory Compliance Report 025 |
Finance |
Finance |
Weekly |
Power BI |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-04-21 |
| 10055 |
Regulatory Compliance Report 055 |
Information Security |
Cybersecurity |
Weekly |
Salesforce |
Cameron Anderson |
Draft |
2 - Med |
Active |
Open |
2025-01-03 |
| 10085 |
Regulatory Compliance Report 085 |
Retail Banking |
Consumer Banking |
Weekly |
SQL Server |
Jordan Brown |
Validated |
2 - Med |
Active |
Open |
2024-08-24 |
| 10022 |
Risk Monitoring Report 022 |
Treasury |
Treasury |
Annually |
SQL Server |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-01-30 |
| 10052 |
Risk Monitoring Report 052 |
Lending |
Commercial Lending |
Annually |
Snowflake |
Casey Smith |
Validated |
2 - Med |
Under Review |
Restricted |
2024-09-18 |
| 10082 |
Risk Monitoring Report 082 |
Risk Management |
Enterprise Risk |
Annually |
Core Banking |
Drew Miller |
In Progress |
2 - Med |
Under Review |
Open |
2025-06-04 |
| 10020 |
Branch Metrics Report 020 |
Lending |
Commercial Lending |
Monthly |
Salesforce |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2025-11-20 |
| 10050 |
Branch Metrics Report 050 |
Risk Management |
Enterprise Risk |
Monthly |
SQL Server |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-07-09 |
| 10080 |
Branch Metrics Report 080 |
Computer Operations |
IT |
Monthly |
Snowflake |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2026-03-25 |
| 10029 |
Credit Exceptions Report 029 |
Retail Banking |
Consumer Banking |
Adhoc |
SQL Server |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-09-09 |
| 10059 |
Credit Exceptions Report 059 |
Compliance |
Compliance |
Adhoc |
Snowflake |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-04-30 |
| 10089 |
Credit Exceptions Report 089 |
Finance |
Finance |
Adhoc |
Core Banking |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2026-01-12 |
| 10014 |
Customer Activity Report 014 |
Treasury |
Treasury |
Monthly |
Business Analytics |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-05-15 |
| 10044 |
Customer Activity Report 044 |
Lending |
Commercial Lending |
Monthly |
nCino |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2026-01-04 |
| 10074 |
Customer Activity Report 074 |
Risk Management |
Enterprise Risk |
Monthly |
Power BI |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-09-17 |
| 10011 |
Daily Operations Report 011 |
Compliance |
Compliance |
Adhoc |
Power BI |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-01-30 |
| 10041 |
Daily Operations Report 041 |
Finance |
Finance |
Adhoc |
Salesforce |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-10-14 |
| 10071 |
Daily Operations Report 071 |
Information Security |
Cybersecurity |
Adhoc |
SQL Server |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-06-04 |
| 10026 |
Financial Performance Report 026 |
Risk Management |
Enterprise Risk |
Monthly |
Core Banking |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-05-25 |
| 10056 |
Financial Performance Report 056 |
Computer Operations |
IT |
Monthly |
Business Analytics |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2026-02-08 |
| 10086 |
Financial Performance Report 086 |
Treasury |
Treasury |
Monthly |
nCino |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-09-27 |
| 10017 |
Fraud Review Report 017 |
Finance |
Finance |
Adhoc |
Snowflake |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-08-05 |
| 10047 |
Fraud Review Report 047 |
Information Security |
Cybersecurity |
Adhoc |
Core Banking |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-04-20 |
| 10077 |
Fraud Review Report 077 |
Retail Banking |
Consumer Banking |
Adhoc |
Business Analytics |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-12-08 |
| 10008 |
Liquidity Summary Report 008 |
Computer Operations |
IT |
Monthly |
SQL Server |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2025-11-10 |
| 10038 |
Liquidity Summary Report 038 |
Treasury |
Treasury |
Monthly |
Snowflake |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-06-29 |
| 10068 |
Liquidity Summary Report 068 |
Lending |
Commercial Lending |
Monthly |
Core Banking |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2026-02-18 |
| 10098 |
Liquidity Summary Report 098 |
Risk Management |
Enterprise Risk |
Monthly |
Business Analytics |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-08-03 |
| 10023 |
Loan Portfolio Report 023 |
Information Security |
Cybersecurity |
Adhoc |
nCino |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-03-06 |
| 10053 |
Loan Portfolio Report 053 |
Retail Banking |
Consumer Banking |
Adhoc |
Power BI |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-10-24 |
| 10083 |
Loan Portfolio Report 083 |
Compliance |
Compliance |
Adhoc |
Salesforce |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-07-09 |
| 10005 |
Regulatory Compliance Report 005 |
Retail Banking |
Consumer Banking |
Adhoc |
Core Banking |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-07-26 |
| 10035 |
Regulatory Compliance Report 035 |
Compliance |
Compliance |
Adhoc |
Business Analytics |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-03-16 |
| 10065 |
Regulatory Compliance Report 065 |
Finance |
Finance |
Adhoc |
nCino |
Riley Brown |
Validated |
3 - Low |
Pending Retirement |
Open |
2025-11-28 |
| 10095 |
Regulatory Compliance Report 095 |
Information Security |
Cybersecurity |
Adhoc |
Power BI |
Reese Anderson |
Draft |
3 - Low |
Pending Retirement |
Open |
2026-04-20 |
| 10002 |
Risk Monitoring Report 002 |
Risk Management |
Enterprise Risk |
Monthly |
nCino |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-04-10 |
| 10032 |
Risk Monitoring Report 032 |
Computer Operations |
IT |
Monthly |
Power BI |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2025-12-25 |
| 10062 |
Risk Monitoring Report 062 |
Treasury |
Treasury |
Monthly |
Salesforce |
Taylor Miller |
In Progress |
3 - Low |
Active |
Open |
2025-08-13 |
| 10092 |
Risk Monitoring Report 092 |
Lending |
Commercial Lending |
Monthly |
SQL Server |
Jamie Smith |
Validated |
3 - Low |
Active |
Restricted |
2026-01-04 |