PLACED WITH CLIENT

Mallory is a valuable member of the Affordable Staff team, bringing a unique blend of skills, enthusiasm, and dedication to her role as a Mortgage Broking Administrative Assistant. With a Bachelor of Science in Psychology and a background that includes internship experience and a brief stint as a Mortgage Broking Administrative Assistant, she has already made a positive impact during her time with us.

Work History:

Before Affordable Staff, she started as an intern at a prestigious university, where she gained essential insights into the world of financial services and honed her organisational skills. Following this, she joined our team and took on the role of Mortgage Broking Administrative Assistant, where she quickly adapted to the responsibilities of the position.

Personal Details:

She has a dynamic range of personal interests. She enjoys relaxing with Netflix and expressing herself through dance. Beyond this, she has a creative side, taking pleasure in photography, thrifting, and layout design for presentations. She has a history of participation in theater clubs and dancing clinics, where she also contributed her talents to props making.

Personality and Traits:

She is known for her bubbly and friendly personality. She approaches tasks with an analytical mindset and possesses exceptional attention to detail. Her communication skills, both written and verbal, are commendable. She demonstrates an ability to adapt quickly to existing systems and workflows, showcasing her competence and versatility.

Skills and Communication:

Her skill set includes being well-organised, with an innate ability to follow instructions diligently. Her aptitude for work supervision is noteworthy, as she is highly autonomous and a self-starter. While she is already proficient, there is a potential for even greater efficiency as she continues to gain experience and confidence in her role.

Supervision and Organisation:

She is a reliable team member who has demonstrated her commitment to our policies and values. She carries herself with professionalism and maturity, maintaining a friendly demeanor. Her receptiveness to feedback and eagerness to learn has allowed her to adapt quickly to new concepts and challenges. While she may be relatively new to the industry, her potential is undeniable.

Current Employment with Affordable Staff:

She has been a dedicated and committed employee at Affordable Staff since August 2023. In her role as a Mortgage Broking Administrative Assistant, she has made significant contributions to our client’s success by efficiently handling a wide range of tasks. These tasks include:

1. Loan Application Management and Client Communication:
   • Updating loan applications and communicating with clients regarding required documentation.
   • Generating and distributing loan documents for client signature.
   • Applying for online submissions and uploading supporting documents.
   • Sending emails to clients regarding submission, approval, and settlement updates.
   • Calling banks to inquire about the status of assessment, outstanding information, escalation procedures, and repayment information.
2. Document Organisation and Administrative Support:
   • Organising, renaming, and merging documents for efficient processing.
   • Updating application spreadsheets to track progress and status.
   • Requesting and saving necessary documents for record-keeping purposes.
   • Handling administrative tasks such as requesting certificates of currencies and tax invoices.
3. Financial Analysis and Compliance Oversight:
   • Utilising servicing calculators to input and analyse financial details of clients.
   • Checking lender rates and matrices to ensure accurate information for clients.
   • Verifying client status (consumer, sole trader, or company) and their registration details.
   • Working on settlements and referral agreements from suppliers while adhering to regulatory guidelines.
   • Ordering property valuations for client purchases or refinancing.

Mallory is a remarkable individual whose potential continues to grow within the Affordable Staff team. Her dedication, adaptability, and commitment to excellence make her greatly suitable for her role as a Mortgage Broking Administrative Assistant. We look forward to witnessing her continued growth and contributions to our organisation. She is a valuable asset to our team, and we are proud to have her as part of the Affordable Staff family.