Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Interests
Timeline
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Natasha Smith

North Saanich,BC

Summary

Dynamic leader and skilled negotiator with a proven track record at Mortgage Depot and iHealthcare Inc., adept in enhancing client satisfaction and streamlining operations. Excelled in ethical business practices and Microsoft Excel, significantly growing a healthcare business. Expert in client engagement, fostering collaborative teamwork, and driving goal-oriented results. High-achieving Mortgage Broker with career spent building business opportunities and working with lenders. Exceptional loan origination knowledge and follow up with lenders and borrowers. Dedicated to best-in-class mathematical accuracy and efficiency.

Overview

18
18
years of professional experience

Work History

Mortgage Broker

Mortgage Depot
07.2022 - Current
  • Managed loan pipelines efficiently, promptly addressing any issues or concerns that arose during the mortgage process.
  • Assisted clients in improving their credit scores and overall financial standing, increasing their chances of loan approval and favorable terms.
  • Collaborated with different lenders to find best possible deal for homebuyers.
  • Explained entire mortgage loan process to borrower.
  • Assisted clients in understanding complex mortgage terms and conditions, empowering them to make informed decisions about their home financing options.
  • Evaluated borrower financial information, pay stubs and credit history to determine loan possibility.
  • Comply with BCFSA & FINTRAC anti-money laundering and identity theft.

Doctor of Chiropractic/Owner/Operator/Manager

IHealthcare Inc. / Self Employed
06.2006 - 01.2021
  • Diagnosed and treated patients suffering from chronic conditions.
  • Participated in quality improvement initiatives to optimize clinical processes and enhance overall patient care standards.
  • Increased patient satisfaction with thorough assessments, clear communication, and empathetic bedside manner.
  • Enhanced collaboration among healthcare team members for optimal patient care delivery.
  • Hire/Recruit new Professional Practitioner and staff.
  • Run UBC and Camosun College practicums and mentorship within the clinic.
  • Product sourcing, pricing, ordering, inventory, & marketing.
  • Payroll administration, Staffing schedules and job skills itinerary.
  • Microsoft Excel expense, inventory, profit/loss for the entire business.
  • Marketing print, digital, social media
  • Contract negotiations for staff/practitioners (23 individuals)
  • Incorporating new software programs to run billing, booking, invoicing and online client user platform.
  • Creating new cutting edge industry programs for patients treatments.
  • Creating office culture events outside of work to hear concerns, idea's on streamlining & marketing to push the clinic above the rest.
  • Run practitioner collaborative meetings and multi-care patient plans.
  • Grow and develop a business from one practitioner (myself) and one staff to 23 practitioners and staff.
  • Create Power Point presentations to Businesses dependant on their needs for employee's.
  • Marketing and educating public via Home Shows, Trade Shows.
  • Doing interviews for print articles about the industry.
  • Networking with Lawyers, Health professionals, businesses.
  • Microsoft Word creating documents, templates, letters and reports for the clinic.
  • Front end administrative duties: billing, booking, answering phones, scheduling patients, practitioners.
  • Handling HR disputes/complaints from patients, practitioners, staff.

Education

Mortgage Broker Licence - Financial Services

University of British Columbia
Vancouver, BC
03.2001

Skills

  • Strong negotiation skills
  • Superior customer service
  • Collaborative Teamwork
  • Effective problem solving
  • Ethical business practices
  • Goal-oriented mindset
  • Accurate Documentation
  • Training and coaching
  • Client engagement and assistance
  • Client Confidentiality
  • Documentation And Reporting
  • Skilled in MicroSoft

Accomplishments

  • University of Saskatchewan basketball scholarship
  • Victoria Marathon
  • Triathlon's
  • BC Championship Summer Swim Meet competitor
  • Skydiving solo
  • Scuba diving certification
  • Lifeguard CPR




Languages

English
Full Professional

Interests

  • Hiking
  • Gardening
  • Volunteering with youth sports programs as a coach
  • Stand-up Paddleboarding (SUP)
  • Music; learning to play the piano past 3 yrs
  • Swimming

Timeline

Mortgage Broker

Mortgage Depot
07.2022 - Current

Doctor of Chiropractic/Owner/Operator/Manager

IHealthcare Inc. / Self Employed
06.2006 - 01.2021

Mortgage Broker Licence - Financial Services

University of British Columbia
Natasha Smith