Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Tania Stanley

Tania Stanley

6 Kersley Avenue Glengowrie,SA

Summary

With over 30 years at Westpac Group, I've gained exceptional analytical skills and a profound understanding of loan structures. My career highlights include leading training programs, enhancing stakeholder engagement, and driving productivity in home finance. My adeptness in communication and problem-solving has consistently fostered growth and risk management.

Overview

31
31
years of professional experience

Work History

Lending Coach

Westpac Banking Group
09.2022 - Current
  • Working with Consumer Home Finance Mangers across the Westpac group with coaching, training and operational support.
  • Providing one-to-one coaching sessions via LCC connect booking tool, in helping to support lenders with OBP process's and input. This also includes understanding policy, best practice and identifying risks.
  • Continuing looking to deliver and improve training through Masterclasses facilitation and training materials.
  • Assisting lenders with Quick Questions via teams with help around policy and input.

Home Finance Manager

BankSA
09.2019 - 09.2022
  • Supporting and guiding customers through Home Ownership Journey and providing superior Service.
  • Strong Knowledge of Home Lending and Banking products
  • Understand, identify and Manage Risks.
  • Strong performance in achieving productivity and settlement targets. Also Leading the Corporate Partners relationships and developing the team to grow and become more successful.

Senior Customer Service Specialist

BankSA and Westpac
03.2012 - 08.2019
  • Proactively connecting with customers and building strong relationships.
  • Providing customers with expert advice on products and services.
  • Taking Ownership of customers enquiries and committing to provide the right solutions. This includes educating customers about managing risk and how to identify risk.
  • Comply with banking policies and procedures and minimising risk.

Customer Service Officer

Westpac
05.2004 - 03.2012
  • Building strong relationships with customers.
  • Helping large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Cash handling, banking policies and managing risk.
  • Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations to specialists.

Personal Banker

Westpac
01.1998 - 04.2003
  • Proactively connecting with customers and building strong relationships.
  • Providing customers with expert advice on products and services.
  • Educating customers on services provided that will enhance their banking experience.
  • Comply with banking policies, procedures and risk.

Bank Examiner and Teller

Westpac
05.1994 - 01.1998
  • Providing excellence customer service experience with enquiries.
  • Back office duties- Management of dishonours, late payments and processing of cheques through the mail.
  • International transactions of telegraphic transfers and Overseas Bank drafts.
  • Cash handling, ATM maintenance, daily reporting and managing risk.

Education

Certificate IV in Financial Services -

Westpac
01-2014

High School Diploma -

Sacred Heart College Somerton Park
01-1991

Marymount College South Australia
01-1988

Christ The King Primary School
01-1984

Skills

  • Exceptional critical thinking, analytical and problem-solving skills with a keen eye for detail
  • Over 30 years experience within the Westpac Group
  • Excellent communication skills and ability to engage effectively with stakeholders at all levels
  • Strong understanding of loan structures, lending policies and mortgage processing
  • Ability to work in a fast-paced environment

Accomplishments

    2024 - Lending Coach - GEM award Winner for 2H24

    2022 - Home Finance - Most Valuable player award

    2021 - Home Finance - Successful Candidate for Media Talent shoot with BankSA - Home Ownership journey - Facebook and Instagram

    2020 - Home Finance - FY20 Most Valuable Player Award

    2020 - Home Finance - FY20 Service Star Award

    2019 - 25 years Service award

    2017 - Personal Banker - FY17 Business Performance - Team member of the year award

    2017 - Personal Banker - FY17 Business Performance - Highest Insurance Sales award

    2017 - Personal Banker - FY17 Business Performance - Highest Consumer lending Sales award

    2014 - Personal Banker - FY14 Top Performance Award

    2014 - 20 Years service

    2011 - Teller - Local Gem Awards for Ruby, Sapphire and Diamond Performance awards

    2009 - 15 Years of service

    2004 - 10 Years of service

    2000 - Sydney Olympic Games - Successful Candidate to work at Sydney Manly Branch during the Olympic Games.

Timeline

Lending Coach

Westpac Banking Group
09.2022 - Current

Home Finance Manager

BankSA
09.2019 - 09.2022

Senior Customer Service Specialist

BankSA and Westpac
03.2012 - 08.2019

Customer Service Officer

Westpac
05.2004 - 03.2012

Personal Banker

Westpac
01.1998 - 04.2003

Bank Examiner and Teller

Westpac
05.1994 - 01.1998

Certificate IV in Financial Services -

Westpac

High School Diploma -

Sacred Heart College Somerton Park

Marymount College South Australia

Christ The King Primary School
Tania Stanley