Team Member Ready for Placement

Leanne is a dedicated professional with a Bachelor of Science in Interior Design. She enjoys listening to music, watching films and TV shows, and spending quality time with family and friends. Leanne’s creativity and strong analytical skills make her a valuable asset to any team she joins.

Onboarding Training and Assessment

At Affordable Staff, we ensure that every team member not only masters administrative tasks but also gains a deep understanding of Australian business practices and cultural nuances. This preparation is vital for effective client support. Our training starts with real estate, providing a comprehensive overview of general administrative competencies, ensuring our trainees are versatile and capable of handling a wide range of administrative tasks.

The second phase of our training program focuses on Mortgage Broker Assessment. This intensive two-week course immerses trainees in document processing modules, where they learn to understand various types of documents and their roles in the loan application process. Trainees are trained in following naming conventions and editing standards, with their skills assessed through quizzes and individual tasks. They are also introduced to fundamental mortgage concepts and familiarized with commonly used tools such as CRM systems. Tasks include data entry and loan application management, offering a complete view of preparing a loan application.

We also emphasize communication skills, enhancing them through grammar checks, situational chats, and lender call simulations. By the end of this phase, our trainees will be proficient 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. Our team members are introduced to LastPass for password management, Outlook for email and calendar organization, 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, we place a significant emphasis on Nexus CRM and BrokerEngine. Mortgage broking VAs 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 will 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 Leanne 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 are not only knowledgeable but also highly proficient in using these essential tools.

Additional Skills and Notable Experience

Leanne’s background as a billing assistant for over three years with an information and communication network products and solutions provider has provided her with essential skills in organisation and client management. These experiences have sharpened her communication and problem-solving abilities, making her well-prepared for her current role.

She has been part of Affordable Staff since November 2023 and has been instrumental in enhancing the operational efficiency of our mortgage broking department. Her role as a Mortgage Broking Administrative Assistant involves a dynamic array of responsibilities, from managing client documentation to ensuring compliance and effective communication with stakeholders. Her meticulous approach to administrative tasks and her ability to handle multiple aspects of the mortgage process reflect her dedication and capability. Her tasks include:

• Client Documentation and Compliance:
  • Requesting supporting documents from clients.
  • Filing, editing, and renaming documents submitted by customers.
  • Generating necessary compliance documents such as credit guides, credit proposals, and obtaining credit reports.
• Financial Analysis and Reporting:
  • Checking serviceability by calculating income, funds positions, and financial capacity using lenders’ calculators.
  • Ordering valuations or property reports as needed for applications.
  • Processing ongoing progress payments, saving invoices and receipts, and submitting them to banks.
• Customer Relationship and Data Management:
  • Creating new leads and opportunities, updating customer information and financial positions, and advancing stages of deals.
  • Inputting data, cross-checking, uploading, and verifying documents before submission to lenders.
  • Answering inquiries through calls and communicating with lenders/customers for information gathering.
• Email Management and Communication:
  • Managing email correspondences, ensuring timely and accurate responses to internal and external queries.
  • Promoting opportunities to applications and ensuring all documents are ready and compliant for submission.

Learning Ability and Work Proficiency

Leanne is a steady worker who shows continuous progress. She follows instructions with ease, works well with hands-on practice and recorded instruction videos, and requires minimal supervision. Her strong written and verbal communication skills facilitate effective interactions with clients and colleagues. Although she needs time to absorb new processes, her meticulous attention to detail and high level of organisation ensure she handles her responsibilities efficiently and accurately.

Interpersonal Skills and Personal Characteristics

Leanne is initially reserved, but her warm and friendly nature quickly shines through as she becomes more familiar with her colleagues and clients. She is calm, pleasant, conscientious, ready to accept responsibility, and brilliant in her initiatives. Her mental capacity and professional ability make her capable and keen on her work. Leanne is devoted, orderly, and friendly, making her easy to cooperate with. She is responsible, easy-going, well-behaved, and shows good determination and perseverance. Her empathetic nature and good verbal communication skills enhance her interactions, making her a valued team member.

Suitability

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

Why Leanne is Suitable for the Role

Leanne has demonstrated her capability and dedication in her role as a Mortgage Broking Assistant. Her unique background, combined with her commitment to professional growth and high-quality service, makes her an invaluable asset to our team and our clients. Her journey with us continues to be marked by professionalism, reliability, and a proactive approach to her professional development.