Team Member Ready for Placement

Clarence is a motivated individual with a Bachelor of Science in Information Technology. She enjoys a mix of hobbies, including binge-watching Netflix, collecting figurines, walking her dogs, and learning new languages. These activities reflect her diverse interests and her curiosity in exploring new things. Clarence’s attention to detail and ability to handle complex tasks have been honed through both her academic background and her personal pursuits. Her passion for technology and eagerness to expand her skillset make her a valuable addition to any team.

Onboarding Training and Assessment
At Affordable Staff, Clarence has successfully completed a comprehensive onboarding process that goes beyond administrative tasks to include an in-depth understanding of Australian business practices and culture. This preparation ensures that she is well-versed in the skills necessary to support clients effectively. The training began with a focus on general administrative competencies, equipping Clarence to handle a variety of administrative tasks.

Following this, she undertook the Mortgage Broker (MB) Assessment, a two-week intensive program that immersed her in document processing and loan application management. During this period, Clarence became proficient in understanding different types of documents, learning editing standards, and mastering naming conventions. She also familiarised herself with fundamental mortgage concepts and essential tools such as CRM systems. Through tasks like data entry and loan application preparation, she built a strong foundation in mortgage broking, enhanced by quizzes and practical assessments. Clarence also sharpened her communication skills through lender call simulations and situational chats, ensuring that she is well-equipped to handle client interactions.

Affordable Staff Tools Training
Clarence has demonstrated proficiency with several essential tools used at Affordable Staff. As part of her training, she was introduced to LastPass for secure password management, Outlook for managing emails and calendars, TechSmith for screen capturing, and Hubstaff for time tracking. She also mastered virtual communication tools like Zoom and Teams, OneDrive for file management, and Trello for project management.

Clarence’s focus during the Mortgage Broking Foundations course enabled her to gain specialised expertise in Nexus CRM and BrokerEngine. She spent considerable time practicing these tools, ensuring that she could navigate them with ease and efficiency. This comprehensive training has prepared Clarence to excel in mortgage broking roles, enhancing her capability in handling various documents, processes, and client communications.

Additional Tools Proficiency

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

• Advanced: Microsoft Word, Excel, PowerPoint, Outlook, OneNote, Teams, OneDrive, SharePoint, Canva
• Practical Application: Microsoft Access, Adobe Photoshop, Procreate
• Limited Experience: Microsoft Publisher, CorelDRAW, SketchUp
• Basic Knowledge: Trello, Hubstaff, LastPass

Additional Skills and Notable Experience
Clarence has had prior work experience as a Customer Service Representative for five months in a call center. This role allowed her to refine her communication and problem-solving abilities, further adding to her well-rounded skill set.

Learning Ability and Work Proficiency
Clarence has consistently displayed an eagerness to learn, a logical and critical mind, and a strong determination to improve her work. As a steady worker, she shows remarkable perseverance and organisational skills, requiring minimal supervision. Clarence adapts quickly to new systems and workflows and follows instructions with ease. Although new to the industry, she has demonstrated a great capacity for growth, showing improvement day by day. She is highly organised and continues to refine her approach to tasks, ensuring accuracy and efficiency.

Interpersonal Skills and Personal Characteristics
Clarence is composed and pleasant, with a keen interest in her work. She approaches tasks with a high level of responsibility and initiative, showing confidence in her capabilities. Known for her industrious and orderly nature, she cooperates well with others, maintaining harmonious and amiable relationships with her colleagues. Her active listening skills, combined with articulate verbal and written communication, make her an effective team player. With a mild and composed demeanor, Clarence remains ambitious and goal-oriented, continually seeking to improve her professional abilities.

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

Why Clarence is Suitable for the Role
Clarence’s strong foundation in administrative tasks, paired with her proficiency in mortgage broking tools and processes, makes her an excellent fit for roles within the mortgage broking space. Her quick adaptability, organisational prowess, and eagerness to learn ensure that she will thrive in any task given to her. Combined with her composed nature, excellent communication skills, and readiness to accept responsibility, Clarence is well-prepared to provide high-quality support in any mortgage broking or administrative role.