PLACED WITH CLIENT

Kheenno is a highly skilled individual with a Bachelor of Science in Electronics Engineering. He has a passion for video games, digital arts, and enjoys reading books and listening to music during his free time. His blend of creative and technical skills, coupled with a keen interest in digital arts, makes him a versatile candidate with a strong potential for administrative and technical roles.

Onboarding Training and Assessment

At Affordable Staff, Kheenno’s onboarding was structured to provide him with the foundational knowledge and practical skills necessary for effective client support. His training began with a focus on real estate, where he was introduced to general administrative competencies. This initial phase ensured that Kheenno developed a versatile skill set capable of handling a variety of tasks within the administrative domain.

Kheenno then progressed to the Mortgage Broker (MB) Assessment, an intensive two-week course that immersed him in key document processing tasks. During this phase, he gained a deep understanding of the different types of mortgage documents and their roles in the loan application process. He became adept at following naming conventions and editing standards, with his progress evaluated through quizzes and individual assignments. In addition to document management, Kheenno was introduced to essential mortgage concepts and tools such as CRM systems. His training also focused on data entry, loan application management, and developing strong communication skills through lender call simulations and situational chats. By the end of the program, Kheenno demonstrated proficiency in handling mortgage-related tasks with confidence and accuracy.

Affordable Staff Tools Training

Tools training is a key part of Kheenno’s preparation at Affordable Staff, ensuring he became well-versed in the software required for daily operations. Kheenno trained extensively in the use of LastPass for password management, Outlook for managing emails and calendar tasks, TechSmith for capturing and recording screens, Hubstaff for time tracking, and Trello for project management. He also became proficient in using Zoom and Teams for virtual communication and OneDrive for file management.

Kheenno’s Mortgage Broking Foundations training placed special emphasis on Nexus CRM and BrokerEngine, where he gained hands-on experience managing workflows and client data. Through scenario-based training and repeated practice, he mastered these tools, ensuring he could efficiently handle document processing, CRM management, and overall project coordination in support of mortgage broking tasks. This thorough training has made Kheenno highly capable of leveraging these essential tools to enhance productivity and efficiency in his role.

Additional Skills and Notable Experience

Kheenno’s previous role as a security system admin allowed him to hone his skills in system management, troubleshooting, and handling complex tasks, making him adept at both administrative and technical roles. His attention to detail and structured approach to work further enhance his suitability for the mortgage broking space.

Kheenno has been working with Affordable Staff since September 2023 within the mortgage broking space where he assisted his clients. His tasks include:

• Managing Data and Documents
  • Supporting document processing using Google Drive and MS SharePoint.
  • Managing lead data entry, document requests, e-signing, and status updates.
  • Entering CRM data from BrokerEngine to FLEX before applications or AOL submissions.
  • Handling trust application data entry in AFG Pipeline and FLEX.
• Managing Client and Communication Processes
  • Connecting with brokers and clients via Outlook.
  • Migrating clients who are booking meetings to BrokerEngine boards.
• Handling Valuations and Applications
  • Ordering property and construction valuations using CoreLogic and MS SharePoint.
  • Managing specialised Self-Managed Super Fund (SMSF) mortgage applications.
  • Extracting credit history reports for applicants through Equifax.
• Tracking and Monitoring Tasks
  • Managing and tracking tasks using Asana.
  • Saving contract documents to Google Drive and maintaining the finance and settlement tracker.

Learning Ability and Work Proficiency

Kheenno has shown a strong ability to learn and adapt quickly to new systems and workflows. He has a logical, critical mind and actively seeks opportunities to expand his knowledge and improve his skills. His engaging communication style, both written and verbal, ensures that he can clearly convey ideas and follow instructions with ease. Kheenno works well with hands-on practice and demonstrates a high level of autonomy, taking initiative and completing tasks independently once familiar with processes.

Interpersonal Skills and Personal Characteristics

Kheenno is known for his friendly and cordial nature. He is warm, calm, and has a quick, inventive mind that allows him to take on challenges with confidence. His readiness to help others, combined with his meticulous attention to detail, makes him a valuable team player. Kheenno is also highly organised, systematic, and resourceful, bringing professionalism and enthusiasm to every task. His assertiveness and outgoing personality make him approachable and effective in collaborative environments, while his keen interest in his work drives him to continuously improve.

Suitability

Kheenno is greatly suitable for any general mortgage broking or general administrative position, including voice roles, basic social media, and basic video editing.

Why Kheenno is Suitable for the Role

Kheenno’s diverse background in both technical and administrative roles, combined with his excellent learning ability and proficiency with key tools like Nexus CRM and BrokerEngine, makes him highly capable of supporting mortgage brokers effectively. His experience as a Security System Admin showcases his ability to handle complex tasks with a methodical and organised approach. Furthermore, his interpersonal skills and readiness to accept responsibility ensure that he will be a reliable and effective team member in any administrative or mortgage broking position.