PLACED WITH CLIENT

Milard is a dedicated and enthusiastic professional who holds a Bachelor of Science in Computer Engineering. He enjoys a variety of interests, including reading books, listening to music, and watching Netflix. A technology enthusiast, Milard also spends his free time playing video games, learning computer languages, and reading articles that expand his knowledge. His passion for technology and continuous learning makes him a valuable asset to any team.

Onboarding Training and Assessment

At Affordable Staff, Milard has undergone a comprehensive onboarding process that ensures he is well-prepared for the Australian Mortgage Broking space. The training began with a strong foundation in general administrative tasks, providing Milard with a versatile skill set that allows him to handle a wide range of duties. He then advanced to a focused Mortgage Broker (MB) Assessment, an intensive two-week course designed to immerse trainees in the essentials of mortgage document processing.

This phase included mastering naming conventions, editing standards, and the use of CRM systems. Milard excelled in tasks such as data entry and loan application management, and he also enhanced his communication skills through grammar checks, situational chats, and lender call simulations. By the end of his training, Milard had developed a strong proficiency in handling mortgage-related tasks, meeting the high standards expected by our clients.

Affordable Staff Tools Training

Tools Training is a crucial part of our training program, ensuring our team members gain proficiency in essential software used in daily operations. Milard has been introduced to LastPass for password management, Outlook for email and calendar organisation, TechSmith for capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

For those completing our Mortgage Broking Foundations course, like Milard, we place a significant emphasis on Nexus CRM and BrokerEngine. Mortgage broking VAs, including Milard, spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient. Team members undertaking the additional two-week, high-intensity Mortgage Broking course, like Milard, gain expertise in the following areas:

• Introduction to Mortgage Broking
• Document Processing Basics
• Hands-on Document Processing
• Document Editing Standards and Advanced Processing
• Broker / VA Communication
• Nexus CRM Training
• BrokerEngine Project Management
• Introduction to ApplyOnline
• Scenario-Based Training

This comprehensive approach ensures Milard is well-equipped to handle a variety of tools and tasks, leading to increased efficiency and productivity in mortgage broking support roles. The extensive practice with Nexus CRM and BrokerEngine guarantees that our VAs, including Milard, are not only knowledgeable but also highly proficient in using these essential tools.

Additional Skills and Notable Experience

Milard’s background includes work experience as a Team Leader for six months in a self-serve marketplace connecting social media influencers with leading brands. This role sharpened his communication and problem-solving skills, making him adept at managing both tasks and people. Additionally, his two-month internship with a startup company specialising in healthcare management software provided him with valuable insights into technology-driven industries.

Milard has been a dedicated and committed employee at Affordable Staff since August 2023. In his role within the Mortgage Broking  space, he has contributed significantly to his client’s success by accomplishing a wide range of tasks, including:

1. Loan Reviews

• Reviewing loan details to ensure they are updated in line with clients’ birthdays.
• Conducting annual reviews of loans to ensure all terms and conditions remain favorable.
• Reviewing and adjusting loan pricing to remain competitive and accurate.
• Handling requests for detailed loan information from clients or stakeholders.

2. Leads/Deals Management

• Engaging with lenders to discuss and manage ongoing deals and loan conditions.
• Updating and maintaining accurate data within the Broker Engine system.
• Comparing various loan products to recommend the best options to clients.
• Organising and renaming documents for better accessibility and compliance.
• Calculating servicing requirements using specialised tools to ensure clients meet lending criteria.
• Evaluating property valuations to support loan applications and deal structuring.
• Handling the application process for new loans, ensuring all details are accurate and complete.
• Following up on necessary documentation to complete loan applications or deals.

Milard also has experience with database cleanup using the REX system. His/her attention to detail and organisational skills helped identify and fix inconsistencies, enhancing our data accuracy and management processes.

3. Compliance and Documentation

• Ensuring all activities, from loan reviews to deal management, comply with relevant regulations and internal policies.
• Managing requests for documents from clients, lenders, or internal teams to support various transactions.
• Systematically uploading necessary documents into the CRM or Broker Portals for record-keeping and compliance.

Learning Ability and Work Proficiency

Milard possesses an analytical and rational mind, with a strong ability to critically assess and solve problems. He is a steady worker who shows continuous progress, always willing to improve and refine his work. His learning style is highly effective; he absorbs new processes quickly, especially when supported by recorded instruction videos and hands-on practice. While he may require some initial support when learning new systems, he is highly organised and quickly becomes self-sufficient, ensuring smooth workflow execution.

Interpersonal Skills and Personal Characteristics

Milard is a well-rounded individual, characterised by his cheerful and outgoing nature. He is considerate, sincere, and responsible, which makes him a trustworthy and reliable team member. His enthusiasm and confidence are evident in his work, where he approaches tasks with meticulous care and keen interest. Milard is not only systematic and methodical but also sociable and friendly, creating a harmonious working environment. His ability to adapt and cooperate with others, combined with his eloquent communication skills, ensures effective collaboration and team success.

Suitability

Milard is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles, basic social media tasks, and basic video editing.

Why Milard is Suitable for the Role

Milard’s combination of technical expertise, strong learning ability, and interpersonal skills makes him an ideal candidate for roles in the mortgage broking and administrative sectors. His extensive training at Affordable Staff, coupled with his proficiency in essential tools and software, ensures that he is well-equipped to handle the demands of the role. Milard’s cheerful disposition and strong work ethic further enhance his suitability, making him a valuable asset to any team.