PLACED WITH CLIENT

Janice is a dedicated and enthusiastic professional with a Bachelor’s degree in English Education. Single and deeply engaged in her personal interests, Janice enjoys the quiet comforts of home, where she indulges in reading classic literature such as Pride and Prejudice and watching films on Greek mythologies. Her love for staying at home reflects her thoughtful and introspective nature.

Onboarding Training and Assessment

At AffordableStaff, our comprehensive onboarding process ensures that team members like Janice are well-prepared to excel in their roles. She underwent rigorous training, starting with a detailed introduction to real estate and general administrative tasks. This training provided him with a broad understanding of administrative competencies necessary for effective client support.

Following this, Janice completed an intensive two-week Mortgage Broker Assessment. He gained in-depth knowledge of document processing, including understanding various document types and their roles in loan applications. Her training included mastering naming conventions, editing standards, and key mortgage concepts. Through quizzes, individual tasks, and hands-on practice with CRM systems, he developed proficiency in data entry and loan application management. Additionally, her communication skills were honed through grammar checks, situational chats, and lender call simulations, ensuring he meets the high standards expected by our clients.

AffordableStaff Tools Training

Janice’s training also included gaining proficiency in essential software used in daily operations at AffordableStaff. He became adept at using 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.

As part of the Mortgage Broking Foundations course, Janice focused on Nexus CRM and BrokerEngine. He practiced extensively, becoming proficient in these tools, essential for mortgage broking support roles. Her training covered:

• 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 thorough training ensures Janice is well-equipped to handle a variety of tools and tasks, enhancing efficiency and productivity.

Additional Tools Proficiency

Prior to her onboarding, Janice demonstrated proficiency in several essential tools and software. She is highly skilled with Microsoft Word, Outlook, OneNote, Teams, OneDrive, and Canva. Her practical application extends to Microsoft Excel, PowerPoint, Publisher, Planner, and Yammer, while she has limited experience with Microsoft Forms and Adobe Photoshop. This broad knowledge base supports her role as an admin team member effectively.

Additional Skills and Notable Experience

Janice’s work history includes roles as a Part-Time Tutor and a Customer Service Representative in a call center. These experiences have honed her skills in communication, customer interaction, and task management, providing a solid foundation for her role in the Australian Mortgage Broking space.

Learning Ability and Work Proficiency

Her learning ability is marked by her analytical and rational approach. She consistently achieves excellent results and is adept at working independently. Janice quickly adapts to existing systems and workflows, follows instructions with ease, and demonstrates strong organisational skills. While she is currently familiarising herself with some documents and processes, encouraging her to seek clarification when needed will enhance her efficiency and confidence.

Interpersonal Skills and Personal Characteristics

She is known for her mature and warm demeanor. She is calm, courteous, and responsible, always approaching her work with attentiveness and thoughtfulness. Her friendly and harmonious nature makes her a pleasant colleague to work with. She is diligent, enterprising, and reliable, showing a strong capacity for organisation and cooperation. Her consistent and autonomous work ethic, combined with her eagerness to learn and improve, underscores her suitability for the role.

Suitability

Janice is greatly suitable for any general mortgage broking or general administrative position.

Why Janice is Suitable for the Role

Janice stands out as an excellent fit for the role of an admin team member in the Australian Mortgage Broking space. Her background in English Education, combined with her training and proficiency in essential tools, equips her well for handling a range of administrative tasks. Her strong organisational skills, autonomous work ethic, and ability to adapt quickly ensure she will contribute effectively to the team. With her mature and thoughtful approach, Janice is poised to excel in this role, providing valuable support in mortgage broking and administrative functions.