Summary
Overview
Work History
Education
Skills
Professional Experience
References
Timeline
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GINA STANLEY

North Vancouver,Canada

Summary

With more than 30 years in the customer service industry, I have honed my skills in communication, problem solving and am a team player.

I take personal and professional care to my work to meet company goals. In all my career roles I maintained high levels of accuracy when system testing to processing claims and application forms. I worked within strict guidelines, maintaining privacy and security of information.

I am a highly motivated employee with a desire to build on my skills and take on new challenges. I bring a strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed to improving customer satisfaction and driving positive outcomes.

Overview

23
23
years of professional experience

Work History

Lending Transformation Project

IMB Bank
11.2019 - Current
  • Validating the quality of Lendfast/Apply applications through systematic testing processes
  • Creating test scenarios for strategic testing of applications
  • Running tests based on the above criteria specific to subject testing and running reports on effectiveness and defects
  • Collaborating with developers and other stakeholders to expose any missed gaps or refine testing of applications
  • Identifying and raising bug fixes before software release
  • Testing PEXA and other associated loan fees within the Lendfast/Apply systems
  • Loan documentation formatting and testing - Printed and Docusign
  • Troubleshooting problems with the application systems that branch raises
  • Ensure IMB compliance obligations are met
  • Manage identities and access
  • Appropriately respond to incidents and security events
  • Constructing and documenting written system procedures as well as recording instructional voice tutorials showing how to navigate the system applications

Lending Operations

IMB Bank
04.2019 - 11.2019
  • Liaise between branch staff and IT when system issues arose
  • Setting up rate change requests between Executive Services and IT
  • Handle Equifax requests
  • Responsible for maintaining, editing all printed and website document information
  • Document information and formatting integrity maintenance performed regularly
  • Updated state government fees on various platforms (internal/external websites) as well as any printed documentation held
  • Assisting the project teams with targeted testing

Deed Room

IMB Bank
09.2017 - 03.2019
  • Responsible for accurately loading mortgage and certificate of title information onto the FACTS system
  • Accessing First Title and Global X as needed to complete security loading for the loan packet
  • Maintaining packet movement and updating loan document information and accurate labelling and storing of packets
  • Experience with internal and external audit requirements and requests
  • Responsible for completing and maintaining reports
  • Assisted with various duties across departments such as Mortgage accounts and Settlements
  • Responsible for coaching and training new employees in the deed room role
  • Communicating effectively and displaying high level of interpersonal skills to function as an effective team member
  • Consistently liaise with various departments within IMB as well as external partners to assist with queries regarding Home, Commercial and Personal loans
  • Maintaining securitization Pools as well as adding a new security pool on instruction
  • Recalling and archiving information from Zirco data as requested

Shire Local Banking/IMB Bank
03.2014 - 08.2017
  • Responsible for maintaining the code of conduct standards such as Privacy Act, AML and NCCP
  • Face to face interactions with members at the branch
  • Assisting with enquiries and banking transactions
  • Ordering and maintaining the cash for the TCR, in branch as well as the ATM
  • Accurate branch and ATM balancing for end of day
  • Ability to cross sell Travel insurance, Home & Contents insurance, Car Insurance as well as Credit cards offered
  • Assisted members with system access, new products and insurances, internet banking access and set up when the Shire Local Banking merged and integrated with IMB
  • When working with the Shire Local Banking I assisted in the call centre by answering member enquiries, increasing external transfer limits for business payrolls, assisting members with online banking access, troubleshooting and support

Customer Service Sales Officer (MPL4)

Medibank
05.2002 - 08.2013
  • Ability to perform in-depth interpretation and analysis of rules to assist the customer
  • In-depth knowledge of different technical applications, products and benefits to coach less experienced employees
  • Ability to enable the implementation of workplace change by drawing on organizational awareness and experience
  • Works within set timeframes to provide accurate and relevant information to members and potential members
  • Proactively coach employees with respect to knowledge and customer relations
  • Ability to train new and existing employees in MPL Products, Service Levels and Knowledge Systems
  • Quality Monitoring: Assess customer interactions and report appropriate corrective actions
  • Strong written and oral communication skills
  • Sales - Meeting and Exceeding Sales Targets for Residential, Corporate, Overseas Student, Visitors, Working Visa, Travel, Pet, and Life Insurance
  • Meeting all Key Performance Indicators while working in a team environment
  • Taking Premium Payments and processing Claims
  • Assisting Members with Online Claiming and Advantages of Website
  • Completing Monthly Rosters for Retail Centre Staff
  • Completing End of Month Results and Balancing Retail Centre balance Sheets

Education

Some College (No Degree) -

IMB In-house Training
Australia
01-2025

Some College (No Degree) - Certificate III in Banking and Finance

Australian College of Commerce And Management
Australia
01-2014

Some College (No Degree) -

Medibank In-house Training
01-2013

Some College (No Degree) - Information Technology And General Office Admin

Hurstville Community College
11-2001

Some College (No Degree) - Nursing

Vancouver Community College
Vancouver, BC
01-1995

Skills

  • Interdepartmental liaison
  • Insurance regulations
  • Policy interpretation
  • Training and coaching
  • Regulatory compliance
  • Stakeholder collaboration
  • Professionalism and ethics
  • Accuracy and precision
  • Data entry proficiency
  • Insurance coverage limits
  • System testing
  • Application troubleshooting
  • Test scenario creation
  • Customer relations
  • Document management
  • Technical documentation
  • Training and mentoring
  • Problem solving
  • Attention to detail
  • Good Telephone Etiquette
  • Collaboration
  • Task prioritisation
  • Dependable and responsible
  • MS office
  • Clerical support
  • Data entry
  • Customer service
  • Claims processing
  • Effective communication
  • Organizational skills
  • Computer skills
  • Decision-making
  • Remote office availability
  • Calm under pressure
  • Time management
  • Problem resolution
  • Interpersonal skills
  • Collaboration skills
  • Process improvement
  • Life insurance sales
  • Health insurance sales
  • Insurance sales
  • Team collaboration

Professional Experience

A results oriented system tester with over 5 years experience in the Lending Transformation Project team for IMB Bank. I'm proficient in data entry, MS Office, SharePoint, JIRA and Information Technology Service Management practices. With over 10 years in various roles within IMB Bank, I've assisted with departmental retrieval of information requested by Audit/Legal and other departments within IMB. Maintained accurate data records for testing and retrieval. Discovered a bug related to land size not populating in the second simultaneous application regards to Construction. 

In my role working for Australia's largest health insurer I consistently achieved the top customer service rating (95+%). Became the 'go to' person in the geographic zone for resolving difficult customer issues. Provided informal training on the IT systems and processes within Medibank. Identified a 'black hole' with an insurance product allowing claims to be paid not covered by the policy. 

I was appointed to the relief team to assist the business in any shortfall area e.g. cash balancing, promotional activities, sales & customer service in several branches. Seconded to the Miranda branch as Manager for 12 months. Managed two Chemist Agencies (Orange & Nowra) remotely. This involved processing up to 1500 claims a month, quick accurate data entry, responding to customer enquiries and balancing the transactions.

References

References available upon request.

Timeline

Lending Transformation Project

IMB Bank
11.2019 - Current

Lending Operations

IMB Bank
04.2019 - 11.2019

Deed Room

IMB Bank
09.2017 - 03.2019

Shire Local Banking/IMB Bank
03.2014 - 08.2017

Customer Service Sales Officer (MPL4)

Medibank
05.2002 - 08.2013

Some College (No Degree) -

IMB In-house Training

Some College (No Degree) - Certificate III in Banking and Finance

Australian College of Commerce And Management

Some College (No Degree) -

Medibank In-house Training

Some College (No Degree) - Information Technology And General Office Admin

Hurstville Community College

Some College (No Degree) - Nursing

Vancouver Community College
GINA STANLEY