Allison Yates Email & Phone Number

Stuart, Florida, United States

St. Lucie County, Florida, United States

Certified FL Notary Public and Wedding Officiant. Performing general notarial acts. Serving the Treasure Coast and North Palm Beach County. Certified Remote Online Notary (RON) and Notary Signing Agent (NSA).

United States

• Coordinated staff training by identifying training needs, developed training materials, and delivered training programs, enhancing staff competency.
• Developed & improved loan products by conducting market research, collaborating with cross-functional teams, and developing tests, increasing access to competitive financing options.
• Collaborated with Operations team to develop underwriting criteria and implement Fintech upgrades.
• Maintained previous Lending and Collections Director responsibilities.

Fort Pierce, Florida, United States

• Oversaw and led loan underwriting, processing, servicing, and collections teams.
• Ensured compliance and oversaw performance processes and strategic plan alignment.
• Developed key performance measures and monitored loan processing and closing performance.

Fort Pierce, Florida Area

• Managed office organization, structure, and function.
• Directly managed multiple employees and oversaw loan origination, underwriting, and servicing.
• Collaborated to develop program expansion, budget monitoring, and team-building initiatives.
• Project lead for the Customer Relationship Management (CRM) system, Salesforce. Worked with a third-party developer to lead the structure, format, and flow of the system build to incorporate SELF’s unique underwriting.
• Successfully launched and implemented the new platform and continued to enhance the system over time.

Fort Pierce, Florida Area

• Managed loan origination, underwriting, and credit risk operations.
• Led staff development, and training, and oversaw MIS development.
• Managed Risk Assessment Underwriting operations and credit collections processes.

• Coordinated on-site training schedules for crew members.
• Verified qualifications for containment entry.
• Prepared and updated outage books daily.
• Managed office supplies and equipment setup.
• Obtained computer access for crew members and staff.
• Coordinated maintenance for crew trailers.

• Directed training for bank employees, including new hires and managers.
• Ran eight types of classes, maintained policy knowledge, and observed customer interactions.
• Ensured trainee comfort and removed distractions.
• Traveled to other states for integration training.
• Participated in design teams to update class materials.
• Earned consistent positive evaluations.

• Trained new and existing employees.
• Managed mentor program and conducted supervisor meetings.
• Advised on compliance training system.
• Created training tips memo for supervisors.
• Developed advanced customer service class.

• Opened accounts and advised on customer accounts.
• Trained tellers during peak periods.
• Balanced ATMs and maintained security equipment.
• Advised customers on bank relationships.
• Enforced strict audit procedures.

• Oversaw teller responsibilities, training, and customer service.
• Managed teller line, customer care, and schedules.
• Conducted interviews, reviews, and disciplinary actions.
• Managed cash ordering/shipping and inventory.
• Maintained harmonious team interactions and low turnover rate.

Bachelor Of Arts - Ba, Non-Profit/Public/Organizational Management, A

Associate Of Arts - Aa, Elementary Education

Diploma