PLACED WITH CLIENT

Jeremy is a dynamic and talented individual who brings a unique blend of technical expertise and creative passion to his work. He holds a Bachelor of Science in Electronics and Communications Engineering. In his free time, Jeremy enjoys playing video games and is an avid musician, proficient in playing the guitar, bass, drums, and piano. He also dedicates time to exercising at home, showcasing his commitment to a balanced lifestyle.

Onboarding Training and Assessment

At AffordableStaff, 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. Jeremy’s training began with a comprehensive overview of real estate, providing him with a strong foundation in general administrative competencies.

The second phase focused on Mortgage Broker Assessment, an intensive two-week course immersing trainees in document processing modules, understanding various types of documents, and their roles in the loan application process. Jeremy was trained in following naming conventions, editing standards, and fundamental mortgage concepts while familiarising himself with commonly used tools like CRM systems. Tasks included data entry and loan application management, offering a complete view of preparing a loan application. Emphasis on communication skills was enhanced through grammar checks, situational chats, and lender call simulations. By the end of this phase, Jeremy became proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

AffordableStaff 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 Jeremy 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 Tools Proficiency

Prior to our onboarding training, Jeremy was identified as proficient with the following tools and software:

• Practical Application: Adobe Photoshop
• Limited Experience: Canva, Picsart, Capcut

Additional Skills and Notable Experience

Jeremy completed his supervised industrial training 1 through online webinars for a month and his supervised industrial training 2 at a local radio station for a month. These experiences have significantly developed his technical skills and ability to adapt to different environments, making him a versatile team member.

Learning Ability and Work Proficiency

Jeremy is a diligent and conscientious worker with a high comprehensive capacity and excellent analytical power. He adapts quickly to existing systems and workflows, requires minimal supervision, and consistently shows continuous progress in his work. Jeremy’s ability to follow instructions with ease, combined with his strong organisational skills, makes him a reliable team member. His eagerness to learn and determination help him quickly adapt to new processes.

Interpersonal Skills and Personal Characteristics

Jeremy is a composed and pleasant individual with a charming demeanor. He is steady, ready to accept responsibility, and confident in taking the initiative. Jeremy’s smart and versatile mental capacity, combined with his efficient and resourceful professional ability, make him a capable team member. He is enthusiastic and earnest in his work, systematic and methodical in his approach, and friendly and sociable in his interactions. His responsible and courteous nature ensures he cooperates well with others, fostering a positive and collaborative work environment.

Suitability

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

Why Jeremy is Suitable for the Role

Jeremy is an ideal candidate for the Australian Mortgage Broking space due to his comprehensive training, proficiency with essential tools, and exceptional learning ability. His strong analytical skills, methodical approach, and excellent communication abilities make him a valuable asset to any team. Jeremy’s proactive nature, combined with his eagerness to learn and adapt, ensures he will excel in his role, providing high-quality support and contributing positively to the organisation.