Exam Preparation

Third Party Risk Exam Preparation for Consumer Lenders

Third-party risk examinations evaluate your vendor management program, from due diligence to ongoing monitoring to exit strategies. Canarie helps you maintain evidence of systematic vendor oversight throughout the vendor lifecycle. Specifically tailored for the unique examination requirements facing consumer lenders.

More for Consumer Lenders

Consumer Lenders Exam Preparation Challenges

Multi-jurisdictional requirements
Consumer protection scrutiny
State rate and fee limitations
Fair lending requirements
CFPB oversight

Examining Agencies

OCCFDICFederal ReserveCFPB

Exam Frequency

As part of safety and soundness or targeted examination

Preparation Steps for Consumer Lenders

1
Update vendor risk assessment
2
Compile due diligence documentation
3
Document ongoing monitoring activities
4
Gather contract management evidence
5
Prepare incident and issue tracking
6
Document board oversight of critical vendors
7
Compile exit strategy documentation

Evidence Examiners Expect

Vendor risk management policy
Vendor risk assessments and tiering
Due diligence documentation
Ongoing monitoring records
Contract inventory and reviews
Vendor performance metrics
Board reporting on critical vendors

Related Compliance Areas for Consumer Lenders

TILA/Reg ZECOA/Reg BFCRAUDAAPState-specific requirements

Frequently Asked Questions

Transform Third Party Risk Exam Preparation for Your Consumer Lender

See how consumer lenders prepare for examinations in days, not weeks.