Team Member Ready for Placement

Alan is a dynamic and dedicated individual, ready to take on the challenges of the Australian Mortgage Broking space. He holds a Bachelor of Science in Psychology. He enjoys immersing himself in anime and Netflix during his leisure time. He also has a keen interest in watching informative videos on YouTube, which aligns with his continuous pursuit of knowledge.

Onboarding Training and Assessment

At Affordable Staff, our comprehensive onboarding process ensures that team members like Alan are well-prepared to excel in their roles. He 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, he 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. His 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, his communication skills were honed through grammar checks, situational chats, and lender call simulations, ensuring he meets the high standards expected by our clients.

Affordable Staff Tools Training

His 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, he focused on Nexus CRM and BrokerEngine. He practiced extensively, becoming proficient in these tools, essential for mortgage broking support roles. His 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 he is well-equipped to handle a variety of tools and tasks, enhancing efficiency and productivity.

He has been working with Affordable Staff since July 2024. He also underwent a structured 3-month training period, starting with shadowing before transitioning to hands-on practice. These are the tasks he has completed so far.

• General Workflow & Ad Hoc Tasks
• Calling Lenders & Loan Reviews
• Discharge & Settlement Process
• Formal Approvals & Mortgage Documentation (Credit Guide & Credit Proposal)
• ApplyOnline – Uploading Mortgage Insurance Requests, Data Entry
• New Lead Processing
• Compliance & Product Switch Procedures
• Bank Entry Updates
• Flex System – Loan Processing & Tracking

Additional Tools Proficiency

Before joining Affordable Staff, he had proficiency in various tools and software, including:

• Advanced: Microsoft Word, PowerPoint, Canva
• Practical Application: Microsoft Excel, Outlook, OneDrive, Adobe Photoshop, Paint Tool Sai, Pixlr
• Limited Experience: Microsoft Publisher, SketchUp, Vegas, Adobe Premiere, WordPress
• Basic Knowledge: Microsoft OneNote, Adobe Illustrator, Figma

Additional Skills and Notable Experience

His work history includes roles such as an illustrator for his university’s yearbook organisation for 6 months, a customer service representative at a call center for 4 months, an intern at a private institution’s guidance office for 4 months, and an intern at a call center for 1 month. These roles have equipped him with valuable skills in customer service, communication, and administrative tasks.

Learning Ability and Work Proficiency

He is a steady worker who shows continuous progress in his work. He adapts quickly to existing systems and workflows, requires minimal supervision, and is well-organised. Despite his youth and relative inexperience, he demonstrates a strong determination to learn and succeed. To further enhance the quality of his work, he focuses on prioritising accuracy and adherence to instructions over speed and making full use of available resources to avoid overthinking his outputs.

Interpersonal Skills and Personal Characteristics

His personality is a blend of cheerfulness and enthusiasm, making him a spirited and excitable team member. He is persevering and eager to accept responsibility, showcasing his confidence and enterprising nature. He is sharp, smart, and resourceful, capable of handling various tasks efficiently. His keen and lively interest in his work, combined with his orderly and sociable nature, makes him a friendly and cooperative colleague. His outspoken and energetic demeanor, coupled with his continuous improvement mindset, ensures he is a valuable asset to any team.

Suitability

Alan is greatly suitable for any general mortgage broking or general administrative position, including voice roles.

Why Alan is Suitable for the Role

He is a well-rounded individual whose combination of education, training, and personal attributes make him an ideal candidate for the Australian Mortgage Broking space. His comprehensive training at Affordable Staff, proficiency in essential tools, and dedication to continuous learning ensure he is well-prepared for the role. His strong communication skills, ability to follow instructions, and minimal need for supervision highlight his readiness to excel. His cheerful and enthusiastic personality, along with his capability and resourcefulness, make him a perfect fit for any general mortgage broking or administrative position. His commitment to accuracy and improvement further underscores his suitability, promising a successful and productive tenure.