Allison McCarty, AAP, BSACS, CUCE
Davison,MI
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Director of Project Management and Automation
ELGA Credit Union
02.2025 - Current
- Coordinated with cross-functional teams to resolve project issues and mitigate risks.
- Negotiated and managed third-party contracts related to project deliverables.
- Monitored project performance to identify areas of improvement and make adjustments.
- Provided detailed project status updates to stakeholders and executive management.
- Proved successful working within tight deadlines and a fast-paced environment.
- Tracked project and team member performance closely to quickly intervene in mistakes or delays.
- Facilitated workshops to collect project requirements and user feedback.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Recruited and oversaw personnel to achieve performance and quality targets.
Compliance and Operations Officer
ELGA Credit Union
01.2006 - Current
- Monitors credit union operations to ensure regulatory compliance.
- Consults with project teams to ensure projects are compliant with regulations and credit union policies and procedures.
- Conducts risk analysis for compliance areas.
- Prepares and presents reports to board of directors.
- Oversees Bank Secrecy Act Compliance Program, Vendor Management Program and Business Continuity Plan.
- Oversees scanning, imaging, and archiving of member documentation.
- Facilitates organization wide training for compliance topics.
- Optimizes department business processes to foster operational efficiency.
- Maximizes team performance by mentoring five team members and monitoring daily activities.
RPA Implementation Manager
ELGA Credit Union
06.2022 - 01.2025
- Researched and resolved barriers to successful system functionality, improving support, and issue resolution.
- Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.
- Documented processes to streamline setup, customization and maintenance.
- Established the Automation Department and coordinated the development of the CRM and automation platforms.
- Oversaw development and implementation of improvements to support network operations.
Accounting Services Representative
ELGA Credit Union
08.2001 - 12.2005
- Processed daily ACH and Check files and returns.
- Balanced General Ledger accounts.
- Managed ATM fleet, including cash balancing and maintenance.
- Implemented and managed Commercial ACH payroll services.
- Processed internet bill payment daily reports and managed corresponding member service inquiries.
- Backup for daily check encoding.
Rover
ELGA Credit Union
05.1999 - 07.2001
- Supported the organization by being trained and available to back up positions for vacations and vacancies. Departments served: Accounting, Information Technology, Teller Services, New Account Services, Lending Services, and Front Desk Receptionist.
Teller/Head Teller
ELGA Credit Union
09.1995 - 04.1999
- Acted as Assistant Manager to teller staff.
- Managed schedules for Teller Department.
- Managed main vault operations.
- Handled member transactions and disputes.
- Maintained and balanced cash drawer daily.
Education
Graduate Certificate - Lean Leadership
Oakland University
Rochester, MI07.2020
Lean Green Belt Certificate - Lean Operations
Oakland University
Rochester, MI10.2012
BBA - Operations Management
University of Michigan - Flint
Flint, MI05.2005
Skills
- Innovation management
- Project scheduling
- Multi-unit operations management
- Cross-functional coordination
- Systems implementation
- Risk management
- Process Optimization
- Workflow planning
- Operational Efficiency
- Root Cause Analysis
- Process Mapping
- Task prioritization
Accomplishments
- Established ELGA Credit Union’s Compliance Department and compliance program, creating the structure, standards, and training to support regulatory requirements across the organization
- Built and led high-performing teams, supervising and developing up to ten staff members across multiple functions
- Launched and scaled the organization’s Robotic Process Automation program and CRM platform, expanding automation capabilities and improving operational efficiency
- Led the implementation of the Verafin platform for enterprise use, strengthening fraud monitoring and compliance capabilities
- Implemented an organization-wide account documentation and disclosure system to improve consistency, accuracy, and accessibility
- Established a cross-functional Lean problem-solving team to drive continuous improvement and collaborative process optimization
Affiliations
- Jack Henry and Associates Symitar Compliance Advisory Board Member
- Member of the Michigan Lean Consortium
Certification
- CUNA - Credit Union Compliance Expert
- CUNA - Bank Secrecy Act Compliance Specialist
- NACHA - Accredited ACH Professional
Timeline
Director of Project Management and Automation
ELGA Credit Union
02.2025 - Current
RPA Implementation Manager
ELGA Credit Union
06.2022 - 01.2025
Compliance and Operations Officer
ELGA Credit Union
01.2006 - Current
Accounting Services Representative
ELGA Credit Union
08.2001 - 12.2005
Rover
ELGA Credit Union
05.1999 - 07.2001
Teller/Head Teller
ELGA Credit Union
09.1995 - 04.1999
Lean Green Belt Certificate - Lean Operations
Oakland University
BBA - Operations Management
University of Michigan - Flint
Graduate Certificate - Lean Leadership
Oakland University