PLACED WITH CLIENT

Meet Kate, an accomplished professional and a valuable member of the Affordable Staff team. She brings her unique blend of skills and experiences to her role as a Mortgage Broking Assistant. Having dedicated herself to continuous improvement and learning, Kate’s journey at Affordable Staff is marked by her commitment to excellence and her eagerness to excel in her field.

Work History:

Before joining Affordable Staff, Kate embarked on a journey of discovery through internships, including a two-month stint at a local hotel and a school-based museum. These experiences served as the stepping stones that laid the foundation for her professional growth.

Personal Details:

Kate possesses a rich set of personal interests that reflect her well-rounded nature. She finds joy in reading books and indulging in Netflix marathons during her leisure time. Her passion for storytelling and journalism is evident through her involvement with her school’s student publication, where she authored poems and articles for the school paper. Kate’s dedication to her craft has earned her the distinction of representing her city, province, and region in numerous journalism competitions, garnering multiple awards along the way.

Personality and Traits:

Kate’s confident and professional demeanor, coupled with her friendly nature, makes her a valued asset in any team. Her results-oriented mindset and keen attention to detail set her apart as a Mortgage Broking Assistant, ensuring precision and efficiency in her work.

Skills and Communication:

She possesses strong written and verbal communication skills, allowing her to convey ideas effectively and collaborate seamlessly with colleagues and clients. Her ability to adapt quickly to existing systems and workflows demonstrates her readiness to embrace new challenges and technologies. Kate’s analytical skills further enhance her effectiveness in her role.

Supervision and Organisation:

Kate’s autonomy as a self-starter allows her to manage tasks efficiently with minimal supervision. Her well-organised approach to work ensures that she meets deadlines and maintains a structured work environment.

Current Employment with Affordable Staff:

Kate has been a dedicated member of the Affordable Staff team since October 2022, contributing her skills and expertise as a Mortgage Broking Assistant. Her role primarily revolves around managing the intricacies of the mortgage application process, demonstrating exceptional organisational skills and keen attention to detail. Kate’s commitment to efficiency and client satisfaction is evident in her daily tasks which include:

1. CRM and Project Management:
   • Setting up deals and leads in CRMs and liaising with project managers to ensure seamless workflow.
   • Managing cloud-storage to organise and store important documents and data.
   • Contacting lenders for inquiries, either over the phone or via chat, to facilitate smooth communication.
2. Client Interaction and Documentation:
   • Running credit checks on clients to assess their financial eligibility.
   • Lodging loan applications and managing the associated paperwork efficiently.
   • Responding to emails from both clients and lenders and maintaining organised email correspondence.
   • Managing deals in CRM by providing regular updates, uploading essential documents, and tracking status changes.
3. Valuations and Loan Processing:
   • Ordering valuations and following up to ensure timely completion.
   • Tracking loan applications through broker portals to monitor progress.
   • Processing loan application documents as needed and compiling documents for upload.
   • Filling up and processing lender forms such as rate lock, discharge authority, loan switch, and home loan applications.
4. Research and Documentation Management:
   • Conducting research on lender policies based on different client scenarios to provide informed recommendations.
   • Compiling lender offers and options for product comparison to assist clients in making informed decisions.
   • Processing and submitting car loan applications by lender requirements.

Kate’s tenure at Affordable Staff has been marked by her eagerness to learn and her ability to adapt to new challenges. Her passion for excellence, attention to detail, and professionalism are invaluable assets to the team. As a Mortgage Broking Assistant, Kate’s dedication to delivering high-quality work has consistently impressed her colleagues and supervisors. She remains a reliable and inquisitive team member who continues to contribute positively to the company’s success while adhering to all company policies.