PLACED WITH CLIENT

Charlene is a highly valued member of the Affordable Staff team, known for her exceptional blend of skills and unwavering dedication that greatly contributes to our organisation’s success. Armed with a Bachelor’s degree in Mathematics and Science Elementary Education and enriched by her prior experience as an intern, she plays a pivotal role in our operations. Her meticulous approach, strong organisational skills, and dedication to compliance make her not only a valuable asset but also an ideal candidate for administrative work.

Work History:

Prior to her role at Affordable Staff, Charlene completed a two-month internship at a public elementary school and a public coeducational teacher education and research university. During her internship, she honed her administrative prowess by efficiently managing various tasks. She demonstrated exceptional organisational skills in coordinating schedules, handling documentation, and facilitating communication among students, faculty, and staff. Her attention to detail was evident as she meticulously tracked assignments, assessments, and projects, ensuring that records were accurate and up-to-date. Her internship experience not only added depth to her administrative skills but also underscored her dedication to fostering a well-organised and collaborative work environment.

Personal Details:

She has a rich array of personal interests. In her free time, she enjoys immersing herself in books, watching anime, and indulging in the melodies of music, particularly KPop. Her diverse range of interests reflects her love for both creativity and intellectual pursuits.

Back in high school, She actively participated in a nature preservation club, demonstrating her commitment to environmental causes. Her outstanding academic achievements, including graduating magna cum laude, further showcase her dedication to her studies and her passion for intellectual growth.

Personality and Traits:

Her personality is marked by a thoughtful and analytical approach. While she may start as a little shy and reserved, she quickly opens up when she becomes familiar with her surroundings. Her keen attention to detail ensures that her work is thorough and precise.

Skills and Communication:

Charlene’s background in education has honed her written communication skills, making her proficient in effectively conveying information. Her ability to follow instructions diligently and her commitment to learning and absorbing new processes make her a valuable team member.

Supervision and Organisation:

Her well-organised nature and her requirement for minimal supervision highlight her ability to efficiently manage tasks. While she may need some support when learning new systems and processes, her dedication to improvement and reliability shines through.

Current Employment with Affordable Staff:

Charlene has been an essential part of the Affordable Staff team since July 2023, operating within the dynamic realm of mortgage broking. Her role plays a crucial role in ensuring the accuracy and efficiency of various critical tasks, contributing to the seamless flow of loan applications and client interactions. These tasks include:

1. Data Entry and Information Management:
   • Entering applicants’ information during broker and applicant discussions.
   • Calculating valuation, loan amount, cash/equity, and loan-to-value ratios.
   • Creating emails with compliance snippets.
   • Editing files.
   • Tracking clients’ loan application progress.
2. Client Communication and Opportunity Creation:
   • Requesting clients’ and applicants’ signatures.
   • Creating opportunities for clients.
   • Checking applicants’ funding position and borrowing capacity.
   • Generating credit guides.
   • Requesting applicants’ bank statements.
   • Checking health insurance details.
   • Meeting with brokers.
3. Document Management and Compliance:
   • Organising applicant files and emails.
   • Downloading supporting loan application documents such as IDs, pay slips, bank statements, and annualised income.
   • Sending preliminary assessments and credit proposals to clients and lenders.
   • Sending identity verification and privacy consent forms to clients.
   • Sending applications and supporting documents to lenders.
   • Uploading credit guides for compliance.
4. Loan Product Assessment:
   • Checking products and lenders that are most suitable for customers.
   • Sending requests to property managers for rental appraisals.
   • Checking applicants’ income-to-debt ratios.
   • Adding applicants’ loans and expenses to the servicing calculator.

Charlene’s journey at Affordable Staff reflects her commitment to personal and professional growth. She is an ideal candidate for general administrative positions. Her thoughtful and analytical approach, along with her attention to detail, enrich our organisation and contribute significantly to our success. Affordable Staff is proud to have her as a dedicated member of our team, and we look forward to her continued contributions and achievements in her role. Her reliability and commitment to excellence ensure that she excels in any endeavor she undertakes.