TEAM MEMBER READY FOR PLACEMENT

Haron is a dedicated professional with a Bachelor of Science in Psychology. With a strong foundation in customer engagement and administrative support, he brings valuable experience from roles as a telemarketer and customer service representative. His background in school publication as a news writer and managing editor reflects his sharp communication skills and attention to detail. His passion for learning and adaptability make him well-prepared for the challenges of the Mortgage Broking space. His interests in reading, music, anime, Netflix, and singing add to his well-rounded and dynamic personality.

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 emphasise 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 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, 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 heis 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

He brings valuable experience from previous roles, demonstrating his ability to adapt and succeed in various administrative environments:

• Telemarketer (1 year): Developed strong communication and persuasion skills, effectively handling customer inquiries and promoting services.
• Customer Service Representative (9 months): Delivered excellent customer support, resolving queries efficiently while maintaining a high level of professionalism.
• School Publication Roles: Worked as a news writer and managing editor, honing editorial skills, attention to detail, and leadership qualities.

He has been working with Affordable Staff since September 2023 within the mortgage broking space where he assisted his client with the following tasks:

• 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.

Team Member Testimonial

“Haron is a positive, caring and honest person, he fit into our team very easily and approached all tasks with a can-do attitude. He is a fast learner and has attention to detail, he is also prepared to put his hand up and ask a question which helps to prevent unnecessary errors. Haron was very helpful with clerical tasks and helped the team with ad hoc tasks, I am confident that he can perform any support role required across a range of industries and believe he will be an asset to any business.”

Learning Ability and Work Proficiency

He is a diligent and conscientious worker who learns best through hands-on practice. He demonstrates adaptability to new systems and workflows, following instructions with ease. He quickly absorbs new information and requires minimal supervision once familiar with a task. His strong organizational skills and analytical thinking ensure efficient and accurate task execution.

Interpersonal Skills and Personal Characteristics

He is warm, composed, and cheerful, with a charming and friendly demeanor that makes him approachable and easy to work with. He is reliable, responsible, and ambitious, with a strong sense of initiative and readiness to accept responsibility. His talent, perseverance, and inventive thinking make him a capable and resourceful professional. His sociable and attentive nature, combined with his punctuality and trustworthiness, contribute to his ability to build positive working relationships.

Suitability

Haron is greatly suitable for any general mortgage broking or general administrative position, as well as voice roles.

Why Haron is Suitable for the Role

His strong administrative background, coupled with his solid foundation in communication and organizational skills, makes him an excellent fit for a mortgage broking support role. His adaptability and eagerness to learn ensure he can quickly grasp new systems and processes. His personable nature, reliability, and proactive approach to work make him a valuable asset to any team. His previous customer-facing roles and editorial experience have equipped him with a keen eye for detail, strong problem-solving abilities, and excellent written and verbal communication skills—qualities essential for success in administrative and mortgage broking roles.