PLACED WITH CLIENT

Patricia is an integral member of our team here at Affordable Staff, bringing with her a wealth of experience and expertise in accounting and administrative tasks. With a solid educational background and a commitment to excellence, Patricia has proven herself to be a valuable asset to our organisation.

Work History:
During her university years, Patricia embarked on an internship journey in a reputable real estate company, focusing on various accounting responsibilities. Her duties ranged from assisting senior accountants in budget preparation and record-keeping to managing invoicing processes for services and products. Additionally, she adeptly handled tasks such as reconciling bank statements and maintaining investor accounts. Her proactive approach also extended to administrative duties, where she efficiently updated master files and delivered insightful financial reports presentations.

Personal Details:
Patricia pursued coursework in Accountancy for 1.5 years before graduating with a degree in Accounting Information Systems. Beyond her professional endeavors, she enjoys pursuing diverse interests, including reading, video games, arts and crafts, and event decoration.

Personality and Traits:
With a results-oriented mindset and an unwavering attention to detail, she exemplifies professionalism in every task she undertakes. Her proactive nature and strong communication skills make her a reliable team player, capable of seamlessly integrating into any work environment. Her adaptability and reliability further enhance her suitability for various roles, making her an asset to any team.

Skills and Communication:
She possesses a robust set of interpersonal skills, excelling in both verbal and written communication. Her ability to follow instructions diligently, coupled with her quick adaptation to existing systems and workflows, underscores her efficiency in executing tasks. Her proficiency in mortgage broking assistance is particularly noteworthy, showcasing her suitability for roles requiring meticulous attention to detail and organisational prowess.

Supervision and Organisation:
One of her key strengths lies in her ability to work autonomously with minimal supervision. Her highly organised approach to tasks ensures timely completion and accuracy in deliverables. Her reliability and self-sufficiency make her an ideal candidate for roles that demand independent work and meticulous attention to detail.

Current Employment with Affordable Staff:
Patricia has been an invaluable member of the Affordable Staff team since August 2022, specialising in the loan industry. Her role entails a diverse range of responsibilities, from client communication to documentation management, reflecting her commitment to excellence and efficiency in every task she undertakes.

1. Client Communication and Relationship Management:
   • Calling lenders for confirmation and updates on applications and service level agreements.
   • Calling lenders to book settlement for an earlier date.
   • Obtaining loan details, confirming receipt of documents, and inquiring about application status from lenders.
2. Documentation Management:
   • Sending outstanding documents to lenders.
   • Managing emails and files.
   • Uploading supporting documents into the system and lenders’ portal or sending them via email.
   • Processing and filling out discharge forms for clients.
   • Requesting initial supporting documents from clients.
   • Sending application documents to be signed.
3. Data Management and System Operation:
   • Updating application status in the system and requesting additional documents from clients.
   • Accessing the lender’s portal and requesting valuations.
   • Entering client data into the system.
   • Submitting applications and documents to the portal or via email.
   • Updating the broker engine for annual review.
4. Loan Processing and Administration:
   • Monitoring current interest rates from various banks and submitting pricing requests to selected lenders.
   • Arranging initial servicing and funding for clients.
   • Completing lender service and servicing calculators.
   • Processing compliance requirements and credit checks.
   • Checking fact find completion, creating contacts, and conducting initial calculations.

Patricia embodies the qualities of a dedicated and skilled professional, with a proven track record of excellence in accounting, administration, and interpersonal communication. Her commitment to achieving results, coupled with her adaptability and organisational skills, make her a valuable addition to any team. Patricia’s tenure at Affordable Staff underscores her proficiency and reliability, making her a standout candidate for roles requiring a meticulous and proactive approach.