Exam Preparation

Consumer Compliance Exam Preparation for Credit Unions

Consumer compliance examinations cover a broad range of regulations: TILA, RESPA, ECOA, FCRA, and more. Canarie helps you maintain evidence of compliance across all consumer protection requirements, organized by regulation and ready for examiner review. Specifically tailored for the unique examination requirements facing credit unions.

More for Credit Unions

Credit Unions Exam Preparation Challenges

Limited compliance resources
Volunteer board oversight requirements
NCUA examination preparation
Member data protection
Balancing service and compliance

Examining Agencies

CFPBFDICOCCFederal ReserveNCUA

Exam Frequency

Every 12-18 months

Preparation Steps for Credit Unions

1
Update consumer compliance risk assessment
2
Review disclosure accuracy and timing
3
Compile complaint management evidence
4
Document training completion across regulations
5
Gather policy review attestations
6
Prepare monitoring and testing results
7
Compile corrective action documentation

Evidence Examiners Expect

Consumer compliance policies and procedures
Risk assessment by regulation
Disclosure testing results
Complaint log and resolution documentation
Training records by regulation
Monitoring and audit findings
Corrective action tracking

Related Compliance Areas for Credit Unions

NCUA safety and soundnessBSA/AMLConsumer complianceFair lendingPrivacy and data security

Frequently Asked Questions

Transform Consumer Compliance Exam Preparation for Your Credit Union

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