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
4462 West Saanich Rd, Victoria BC
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
Royal Oak, BC
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, BC03.2001
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