Loree Gray

Senior Vice-President, First West Insurance Services

As Senior Vice-President, First West Insurance Services, Loree Gray is passionate aboutcreating consistently excellent experiences and delivering value added service and advice in First West’s insurance offices. Loree has also served as Senior Vice-President, Operations, overseeing the credit union’s strategy and execution support for the regional teams and First West's Lean culture and continuous improvement practices. Under her astute leadership, First West has significantly increased its internal process efficiency, saving hundreds of thousands of dollars and tens of thousands of hours of employees’ and members’ time annually.

Loree's career in financial services spans two decades, during which she has led teams in retail banking, wealth management and strategic planning for both domestic and international financial institutions. Loree initially joined First West as VP Retail & Insurance for the Envision Financial division, where she oversaw the financial performance, leadership and overall strategic direction for retail operations. Prior to joining Envision Financial, Loree held the position of vice-president, B.C. district, at a chartered bank, where she was responsible for overseeing 28 branches across the Lower Mainland.

Loree holds a Bachelor of Arts from UBC and is certified with the Institute of Canadian Bankers and the Canadian Securities Institute. A trained practitioner of Lean methodologies, Loree is certified as an Executive Lean Leader with Lean Sensei International. For five plus years, Loree has volunteered for the Canadian Merit Scholarship Foundation (CMSF) as an assessor/interviewer and in recent years as B.C. chair. She currently resides in sunny South Surrey and enjoys her garden, running to the beach and the occasional game of golf.

Featured Posts

August 22, 2016

A couple of years ago, First West Insurance made the decision to move from four disparate insurance broker management platforms to a unified state-of-the-art system from Applied Systems. To say the project was complex is an understatement—the massive conversion completely changed how employees in three different regions did their jobs and served their clients. Companies often approach these projects with a sole focus on data verification and logistics, but that singular focus risks...

 
Lean
June 22, 2016

How Lean makes a difference in service-based business

Time is money in any industry. The credit union system is no exception.

Some time ago at First West, we became acutely aware of the value of our time and how it’s best spent serving and creating value for our members. In an industry where member experience and satisfaction are often differentiators, organizations are constantly looking for new and innovative ways to gain a competitive edge and...

 
People
September 8, 2014

Growing leaders, growing business is what it’s all about for SVP Loree Gray

Loree Gray’s notion of downtime often includes exercising her green thumb. On any given sunny Sunday, you’re likely to find First West’s senior vice president of operations puttering around in her garden, watering, pruning, weeding. Growing a healthy garden can make for tough, sometimes tedious, work, but Loree loves the challenge. Frankly, it’s in her nature to...

 
Lean
August 27, 2014

3 reasons Lean does team and project work better

Two-way communication. Silo-busting. Collaboration. How to work effectively as a team and the value of teamwork have received some heavy treatment in business literature over the last few decades. Maybe you’ve read books and blogs on the subject, or watched TED Talks and taken part in teambuilding events as organizations have embraced new approaches to effective teamwork. It’s perhaps no surprise then to...

July 29, 2013

3 things credit unions can learn from Netflix

In the business limelight of late is Netflix, which really seems to be shaking things up in the entertainment industry. Netflix wants to be HBO, its executives are saying1, but here’s the kicker: they want to be doing what HBO does before HBO can do what Netflix does. By reaching for that, they’re actually aiming to be more than HBO.

Netflix leaders seem to have in mind something we...