How we add value
Our consulting services
The Y&A ADVANTAGE
Deep banking roots grow strong relationships
We understand your business better than most because we've been right where you are now. Our consultants are comprised of former banking executives, who spent decades in the industry. We draw on the depth of our practical experience and technical expertise to use it to your advantage.
New Webinar: Mistakes to Avoid on Loan Estimates
Increase the accuracy of loan estimates while protecting your bank or credit union from risk.
Meet our industry EXPERTS
Specialized expertise with decades of experience
Jerry Sutherin
President & CEO
Michael Gerbick
Chief Operating Officer
David Reno
Director of Lending & Business Development
FIND policies, toolkits and resources
Shop products and policies for your financial institution
As an added value for our clients, we have created a variety of compliance, lending, risk management and IT policies and toolkits for our clients to purchase and implement at their own organizations.
Grow your knowledge base
Financial education and training services
We offer a variety of educational programs, webinars and in-house training to help you develop and train your management team, employees and directors. Our programs cover a wide array of topics from regulatory compliance to lending and loan administration, and we can customize programs to fit your needs.
Stay industry focused
Find the latest news, insights and resources
In Loving Memory – Kyle Curtis
May 5, 1961 – January 7, 2023 With great sadness, we announce that Kyle Curtis, of Chandler, AZ, passed away unexpectedly on January 7, 2023. Born on May 5, 1961,...
Handle ARM Adjustments with Care
Adjustable-rate mortgages have not been much of an issue since fixed rates have been so low, but they are still an important tool.
