Team Member Ready for Placement

Jocel is a highly motivated professional with a background in hospitality management. A graduate with a Bachelor of Science in Hospitality Management, she is dedicated to delivering excellent administrative support. She enjoys watching movies, shopping, and cooking, which reflect her creative and detail-oriented nature. She is also passionate about dancing and finds relaxation in binge-watching Netflix. With her strong interpersonal skills and commitment to efficiency, she is well-suited for administrative roles in the mortgage broking sector.

Onboarding Training and Assessment

At Affordable Staff, 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. Our training starts with real estate, providing a comprehensive overview of general administrative competencies, ensuring our trainees are versatile and capable of handling a wide range of administrative tasks.

The second phase of our training program focuses on Mortgage Broker (MB) Assessment. This intensive two-week course immerses trainees in document processing modules, where they learn to understand various types of documents and their roles in the loan application process. Trainees are trained in following naming conventions and editing standards, with their skills assessed through quizzes and individual tasks. They are also introduced to fundamental mortgage concepts and familiarised with commonly used tools such as CRM systems. Tasks include data entry and loan application management, offering a complete view of preparing a loan application.

We also emphasise communication skills, enhancing them through grammar checks, situational chats, and lender call simulations. By the end of this phase, our trainees are proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

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 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 she 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 onboarding, she had experience with various tools and software, categorised as follows:

• Advanced: Microsoft Word, PowerPoint, Teams, OneDrive, Canva
• Practical Application: Microsoft Outlook, Forms
• Limited Experience: Microsoft Excel, OneNote, Adobe Photoshop, Trello
• Basic Knowledge: WordPress, Pixlr

Additional Skills and Notable Experience

Jocel brings with her nearly a year of experience as a call center agent across two companies and 10 months as a real estate virtual assistant at a business management consultancy firm. She also completed a 3-month internship at a hotel, which further honed her customer service and organisational skills. These roles enhanced her communication abilities and provided her with problem-solving expertise essential for administrative roles.

Learning Ability and Work Proficiency

Jocel is highly analytical and possesses excellent comprehension and problem-solving skills. She adapts quickly to new workflows and systems, making her highly efficient in administrative tasks. With strong written and verbal communication skills, she ensures clarity in correspondence and documentation. As a self-starter, she works autonomously and requires minimal supervision, consistently delivering high-quality outputs. Her meticulous nature ensures that her work is organised and error-free.

Interpersonal Skills and Personal Characteristics

She is a cheerful and conscientious professional who is always ready to take on responsibilities. She is friendly, sociable, and amiable, making her an excellent team player. Her resourcefulness and capability allow her to tackle complex tasks efficiently. She is meticulous in her work, demonstrating high levels of devotion and organisation. With a calm and pleasant demeanor, she interacts well with colleagues and clients alike.

Suitability

She is greatly suitable for any general mortgage broking or general administrative position. She is also well-suited for voice roles and basic social media tasks.

Why Jocel is Suitable for the Role

Jocel’s combination of administrative expertise, customer service experience, and strong technical proficiency makes her an excellent fit for a mortgage broking support role. Her hands-on experience with real estate and mortgage processes, coupled with her adaptability and attention to detail, ensures that she can manage complex loan applications efficiently. Her ability to work autonomously, paired with her strong communication and interpersonal skills, allows her to provide seamless support to brokers. With a keen eye for organisation and a proactive attitude, she is well-equipped to contribute positively to her team and clients.