PLACED WITH CLIENT

Ronn is a highly motivated individual with a strong academic foundation, having completed a Bachelor of Science in Mechanical Engineering and two years of Civil Engineering Technology. His dynamic personality is reflected in his love for basketball, volleyball, playing musical instruments like the guitar and beatbox, dancing, and delving into novels and movies. His ability to balance technical expertise with creative and recreational interests showcases his versatility and adaptability, making him a well-rounded professional.

Onboarding Training and Assessment

Ronn completed a rigorous onboarding program at Affordable Staff, tailored to develop his expertise in mortgage broking and general administrative roles. The program began with foundational training in real estate administration, ensuring Ronn gained a strong grasp of essential administrative competencies. Following this, he undertook an intensive two-week Mortgage Broking (MB) Assessment, where he mastered document processing, naming conventions, and editing standards.

The program also introduced him to mortgage concepts, CRM systems, and practical tasks such as data entry, loan application preparation, and lender communication. Through quizzes, real-world scenarios, and lender call simulations, Ronn demonstrated his ability to meet high client expectations, ensuring he is well-prepared for the intricacies of mortgage broking.

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 organization, 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 Ronn 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

Beyond his foundational training, Ronn brings proficiency in creative and analytical tools:

• Advanced – ProPresenter, Pixlr
• Practical Application –  Word, Powerpoint, Teams, Filmora HD
• Limited Experience – Adobe Photoshop, Canva, Krita
• Basic Knowledge – Excel, OneNote, Calligraphr

Additional Skills and Notable Experience

As a real estate virtual assistant at Affordable Staff since July 2024, Ronn has gained practical experience that complements his training. His hands-on work has reinforced his ability to manage client-focused tasks, maintain compliance, and adapt quickly to new systems and processes.

Ronn has been working with Affordable Staff since July 2024 where he assisted his clients in data research and compilation. His tasks include:

• Researching and compiling real estate agencies and strata companies in key urban and suburban areas.
• Preparing email lists for initial contact with potential customers.

Learning Ability and Work Proficiency

Ronn’s logical, critical, and keen mind allows him to absorb new information efficiently. He thrives with recorded instruction videos and minimal supervision, ensuring he can independently manage complex tasks. His systematic approach to organisation, coupled with his steady work ethic, ensures he consistently delivers precise and timely results.

Interpersonal Skills and Personal Characteristics

Ronn’s composed and methodical demeanor makes him a reliable and approachable team member. His industriousness, coupled with his sincere and sociable nature, enables him to build strong professional relationships. He takes responsibility seriously, demonstrating readiness and reliability in all his tasks. With humility, attentiveness, and trustworthiness, Ronn fosters collaboration and ensures client satisfaction.

Suitability

Ronn is highly suitable for roles in mortgage broking or general administrative positions. Additionally, he is well-suited for voice roles, basic social media tasks, and basic video editing.

Why Ronn is Suitable for the Role

Ronn’s comprehensive training, technical expertise, and proactive approach make him a valuable asset in the mortgage broking industry. His ability to adapt quickly, coupled with his strong organisational and interpersonal skills, ensures he can meet client needs with excellence. Ronn’s commitment to continuous learning and his readiness to tackle challenges position him as an outstanding candidate for mortgage broking and administrative roles.