PLACED WITH CLIENT

Abner Osoya Jr., commonly known as AJ, is a dedicated member of the Affordable Staff team, currently serving as a Mortgage Broking Admin Assistant. With a strong educational background in Business Administration and Accountancy, AJ brings a wealth of knowledge and enthusiasm to his role. As a valued member of our organisation, we are proud to highlight his skills and contributions.

Work History:

Abner joined Affordable Staff in October 2022, and since then, he has been an integral part of our Mortgage Broking team. Prior to joining our team, he completed a three-month internship in a financial institution, gaining valuable exposure to the financial services industry. At Affordable Staff, he has consistently demonstrated his commitment to excellence and a strong work ethic.

Personal Details:

Abner holds a Bachelor of Science in Business Administration with a major in Business Economics and Operations Management. He also completed one year of studies towards a Bachelor of Science in Accountancy. Abner is a single individual who values personal growth and development. Outside of work, he enjoys general exercise, playing basketball, and exploring the world of video games.

Personality and Traits:

Abner is known for his reserved nature, and he may come across as shy initially. However, he is a man of few words who communicates effectively when the situation demands. AJ tends to warm up and become more expressive as he becomes more comfortable in his working environment. His results-oriented mindset and meticulous attention to detail make him a valuable asset to our team.

Skills and Communication:

In terms of communication, Abner possesses both strong verbal and written skills, enabling him to effectively convey ideas and information. He has an exceptional ability to follow instructions and quickly adapt to existing systems and workflows. While he may sometimes exhibit overthinking tendencies, his commitment to learning and improving shines through in his work.

Supervision and Organisation:

One of AJ’s standout qualities is his ability to work with minimal supervision. He consistently demonstrates a high level of organisation, ensuring that tasks are completed efficiently and accurately. His thorough and careful approach to his work is a testament to his dedication to delivering quality results.

Current Employment with Affordable Staff:

Abner has been an essential member of the Affordable Staff team since October 2022, consistently demonstrating his dedication and versatility in his role as a Mortgage Broking Admin Assistant. His responsibilities encompass a wide range of tasks crucial to the efficient operation of our mortgage broking services.

Main Tasks:

1. CRM Management:
   • Ensuring timely responses to client inquiries with email management
   • Adding deals and contacts for streamlined record-keeping.
   • Updating CRM records regularly with new stages and relevant information, from lead generation to post-settlement stages.
2. Data Entry and Processing:
   • Ensuring accurate and up-to-date information.
   • Pre-filling lender forms, simplifying the loan application process.
   • Handling lender discharge forms and pricing requests, facilitating smooth transactions.
3. Bank and Lender Interaction:
   • Creating individualised processes for each bank, ensuring adherence to specific requirements.
   • Ordering valuations and property reports through Price Finder, aiding in comprehensive client assessments.
   • Following up lenders, including direct communication with lenders to track loan application statuses.
   • Maintaining an organised lender spreadsheet with broker codes and lender numbers for reference.
4. Post-Settlement Tasks:
   • Completing loan checklists through the CRM and lender-specific checklists to ensure all requirements are met.
   • Handling post-settlement tasks to ensure a seamless transition and closure of the mortgage process.

Abner is a highly suitable candidate for any position within the Mortgage Broking industry. His educational background, strong work ethic, and commitment to growth make him a valuable asset to Affordable Staff. We appreciate his professionalism and compliance with company policies throughout his tenure with us. As AJ continues to develop his skills and gain experience, we have no doubt that he will excel in his role and make a positive impact on our team and clients alike.