TEAM MEMBER READY FOR PLACEMENT

Jet is an enthusiastic professional with a Bachelor of Science in Computer Engineering and a strong passion for learning and personal growth. He is dedicated to making the most of opportunities, leveraging past experience and newly-developed skills to excel in a professional setting. With a unique background spanning IT solutions, human resource consultancy, and sales, he brings a diverse range of skills that complement his role as an administrative team member. Outside of work, he enjoys video games, physical exercise, training Kendo, and nurturing a healthy, balanced lifestyle.

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 familiarised 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, Jet is 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 Jet is 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

•  Advanced computer literacy and technical problem-solving.
• Organisation of tasks and data management.
• Communication skills, both written and verbal.
• Understanding of client needs and delivering tailored solutions.

He has been an integral part of Affordable Staff since March 2024, specialising in Mortgage Broking support. His tasks include:

• Managing Applications and Documents
  • Preparing application forms of clients for review and submission to lenders.
  • Editing and processing clients’ documents needed for loan applications.
  • Encoding applicants’ details into the Fact Find template for submission.
  • Tracking ongoing deals after submission, liaising with business development managers and assessors, and submitting additional documents.
• Communicating with Clients and Maintaining Updates
  • Updating and managing client data across systems like Salesforce and Mercury.
  • Sending system emails to clients requesting information, documents, and updates on preapproval letters and next steps.
•  Conducting Financial Evaluations and Managing Data
  • Using lender servicing calculators to determine clients’ borrowing capacities.
  • Acquiring product discounts for clients using pricing tools.
  • Ordering property valuations required for applications.

Learning Ability and Work Proficiency

He demonstrates a proactive and confident learning style, quickly adapting to systems and workflows. He excels in hands-on practice as well as video-based instruction, maintaining clarity in interpreting guidelines and tasks. He proves to be well-organised and capable of managing workloads efficiently with minimal supervision. His ability to communicate effectively and engage actively makes them a valuable addition to any team.

Interpersonal Skills and Personal Characteristics

He is an energetic and sociable individual who thrives on collaboration and building positive relationships. Jet’s outgoing personality and cheerful attitude contribute to a team-first approach. Additionally, his ambition and trustworthiness highlight a dependable work ethic, while his punctuality and responsibility reflect a strong commitment to high-quality performance.

Suitability

He is well-suited to roles within the Australian mortgage broking space, particularly in general administrative and support positions. His skills extend to voice roles, basic social media tasks, and basic video editing, showcasing flexibility across various operational needs.

Why Jet is Suitable for the Role

His combination of professional experience, strong technical skills, and proactive learning ability makes them an excellent fit for the administrative team within the mortgage broking industry. Their background in project coordination and software engineering aligns seamlessly with data organisation, process management, and CRM proficiency expected. His approachable personality and eagerness to take on responsibilities also ensure he are equipped to provide exceptional support to clients and team members alike. He is committed to continuous growth, making him a valuable asset to any Australian mortgage broking team.