Kate Ormond Email & Phone Number

Kelowna, British Columbia, Canada

• Develop comprehensive marketing plans aligned with business objectives
• Plan and execute marketing campaigns across various channels
• Manage digital platforms including social media, website and email
• Cultivate & maintain a strong brand identity, while fostering lasting business relationships
• Member of Three Point’s Wellness committee

Kelowna, British Columbia, Canada

• Licensed BC Mortgage Broker since 2018
• Review, analyze and thoroughly evaluate private mortgage application packages
• Working with valued Mortgage Broker partners, assess & clarify details of the application
• Determine if requests meet ThreePoint's lending requirements, as per guidelines & policies
• Planning, coordination and implementation of all company direct marketing and social media
• Member of Three Point’s Wellness committee

Kelowna, BC

• Mortgage administration in the underwriting department
• Coordinated the company’s marketing including social media accounts
• Business development support
• Support Accounting Dept. as required
• Member of Three Point’s Mentally Healthy Workplace committee

Kelowna

• Paradigm Mortgage is now ThreePoint Capital
• Assisted Underwriting with mortgage file management and document processing as required.
• Maintained company social media accounts (Facebook, Twitter & LinkedIn) and Website.
• Administered insurance for mortgages held.
• Provided marketing and business development support.
• Supported Accounting Dept. with processing payments, mortgage fundings and advances, posting transactions and bank deposits.

Kelowna

• Communicated with investors and trust companies.
• Managed all required paperwork for registered and non-registered transactions.
• Processed monthly share transactions (purchases, redemptions and dividend payments).
• Issued quarterly shareholder statements and other mailings as required.

Kelowna, BC

• Key member of administrative/customer service team for a busy countertop company with a fast paced atmosphere, requiring effective multitasking, prioritizing and time management skills.
• Provided daily customer service, showroom sales and reception duties.
• Answering and directing multiple phone lines and walk in clients.
• Office administration including data entry, preparing deposits, filing.
• Sales orders & invoicing and accounts payable.

Aurora, ON

• Opening and closing, bookkeeping, scheduling and payroll.
• Budgeting and purchasing. Inventory and product management.
• Customer service.
• Visual merchandising.
• Trained, supervised, motivated and managed staff.
• Organizing various aspects of special events from in-store trunk sales to large fundraisers.

Digital Marketing Bootcamp, Marketing

Mortgage Broker'S License

Fashion Arts

Photography