BANK LIAISON

Online course + editable tools

The Bank Examination Playbook

Prepare your bank. Coordinate the examination. Respond with confidence.

A practical package combining focused instruction, editable tools, and completed examples for the examination lifecycle.

$299One-time purchase
Preview lesson

Course preview

The Bank Examination Playbook

File index
Free course previewThe Bank Examination Playbook
Open sample lesson
Readiness checklist2/3
  • Exam coordinator named
  • First-day letter reviewed
  • Board minutes staged (12 mo.)
Request tracker
  • R-04Loan policy, currentSent
  • R-11ALLL methodologyDue 10/14
  • R-17Vendor risk reviewsOpen

Everything in the package

  • 60–90 minute online training
  • Exam-readiness checklist
  • Examiner request tracker
  • Management interview preparation
  • Board preparation guide
  • Regulatory finding/MRA response template
  • Corrective-action tracker

Bank Liaison Examination Playbook File Index

Free PDF listing every editable tool you receive with the Playbook.

Course modules

  1. 01Understand the examination
  2. 02Prepare the bank
  3. 03Start effectively
  4. 04Coordinate the examination
  5. 05Address emerging issues
  6. 06Respond and follow through