PLACED WITH CLIENT

Haron is a dedicated and enthusiastic member of our team at Affordable Staff. With a Bachelor of Science in Psychology, Haron brings a unique perspective and a strong foundation in understanding human behavior to his role. As an existing employee, he has consistently demonstrated a commitment to excellence and a willingness to adapt and grow within our organisation.

Work History:

Haron’s professional journey began as a telemarketer, where he honed his communication skills over a year. He then transitioned to a customer service representative role, where he spent 9 months providing exceptional support and assistance to customers. His experience in these roles has equipped him with a solid understanding of customer interaction and service delivery.

Personal Details:

He enjoys a variety of hobbies in his personal time, including watching anime, listening to music, reading books, and streaming Netflix. He has a particular interest in horror movies and has been actively involved in his school publication, serving as both a news writer and managing editor.

Personality and Traits:

He is known for his bubbly and friendly demeanor, making him a great team player. His analytical nature and attention to detail ensure that his work is always precise and thorough. He is highly detail-oriented, consistently double-checking his work to maintain high standards.

Skills and Communication:

He possesses strong written and verbal communication skills, essential for effective interaction with clients and colleagues. While he may need a little time to absorb new processes, his ability to follow instructions is commendable. He is also well-organised, ensuring that his tasks are completed efficiently and on time.

Supervision and Organisation:

He is a highly autonomous worker, often taking the initiative without needing close supervision. His organisational skills contribute to his ability to manage his workload effectively, ensuring that all tasks are completed to a high standard.

Current Employment with Affordable Staff:

Since September 2023, Haron has been serving as a General Admin Virtual Assistant at Affordable Staff. In this role, he handles a variety of tasks that support our clients’ needs efficiently and accurately. Haron’s tasks include:

• Document Management:
  • Reviewing, requesting, and saving documents from client portals to client servers.
  • Creating and uploading documents containing loan details to client portals.
  • Organising client folders.
• Financial and Data Entry:
  • Encoding clients’ living expenses based on their bank statements.
  • Syncing fact-find data into the system and cross-checking data from all client sources.
• Loan Processing:
  • Lodging or submitting loan applications to chosen lenders.
  • Lodging or submitting loan applications for equipment or car loans.
  • Filling out discharge forms to release property from previous lenders, especially when refinancing.
  • Processing progress payments and redrawing submissions.
• Client Communication:
  • Sending emails regarding applications.
  • Calling lenders to follow up on applications and request updates.
• Credit and Valuation:
  • Checking credit scores to assess loan eligibility.
  • Ordering valuations.
  • Handling additional valuations, repricing, and associated documents.
  • Requesting interest discounts.
• Account and Compliance Management:
  • Confirming offset and transaction accounts, and ensuring Internet banking is set up.
  • Reviewing loan documents to be signed by checking name, lender, loan amount, loan splits, interest rate, and loan purpose.
  • Checking ownerships in mortgages.
  • Comparing suitable lenders and products.

Haron is a valuable asset to our team at Affordable Staff. Despite his youth and limited experience in the mortgage broking industry, he has shown remarkable adaptability and a strong willingness to learn. His positive demeanor, compliance with policies, and receptiveness to feedback make him easy to work with and highly efficient. Haron is well-suited for any position as a Mortgage Broking Assistant, and with further exposure to industry concepts and tasks, he is poised to become an even more proficient and effective member of our team.