Team Member Ready for Placement

Blesy is a dedicated professional who brings enthusiasm and experience to her work. She has a passion for reading fictional books, playing with dogs, swimming, and watching movies and Netflix, and enjoys a balanced lifestyle that fuels her creativity and focus. She holds a Bachelor of Science in Management Accounting, an academic foundation that complements her notable skills and experience. Her interests and hobbies reflect her warm, thoughtful personality and her ability to connect with people and tasks effectively.

Onboarding Training and Assessment

At Affordable Staff, Blesy excelled in a rigorous training program that prepared her for a role in the Australian Mortgage Broking space. The program began with foundational training in general administrative tasks and Australian business practices, equipping her with a thorough understanding of cultural nuances and client-specific requirements.

Blesy’s training progressed to an intensive Mortgage Broker (MB) Assessment course, where she mastered document processing, naming conventions, and editing standards through practical tasks and quizzes. She developed a strong understanding of mortgage concepts and gained hands-on experience with CRM systems and loan application management. Additionally, she honed her communication skills through grammar checks, situational chats, and lender call simulations. By the end of this training, Blesy demonstrated proficiency in handling complex mortgage-related tasks, meeting the high standards expected by clients.

Affordable Staff Tools Training

Blesy’s tools training included 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. Each tool was introduced through a combination of theoretical instruction and hands-on practice, enabling Blesy to apply her learning immediately and effectively.

Specialised mortgage broking tools, such as Nexus CRM and BrokerEngine, were a key focus of her training. Blesy’s extensive practice with these platforms ensured she became proficient in document processing, Broker/VA communication, and scenario-based problem-solving. This thorough preparation makes Blesy exceptionally capable of handling the technical requirements of her role.

Additional Skills and Notable Experience

Blesy brings over two years of experience as a mortgage broking virtual assistant, during which she honed her skills in data entry, loan application management, and client communication. Her earlier roles as a freelance tutor and inventory counter also contributed to her strong organisational abilities and attention to detail. These experiences reflect her adaptability and commitment to delivering excellent results in diverse environments.

She has been working with Affordable Staff since September 2024 within the Mortgage Broking space where she assisted her client with the following tasks:

• Mortgage Application and Processing
  • Pushing deals to AOL and preparing application submissions.
  • Requesting Next Gen IDs, generating financial passports, and cloning AOL records.
  • Filling out discharge authority forms and researching discharge processes.
• Client Communication and Coordination
  • Sorting and forwarding emails to CRM notes and sending credit guides to clients.
  • Emailing clients for document requests, application progress, and completions.
  • Calling lenders for pricing requests, application updates, and follow-ups.
• Document and Data Management
  • Renaming and forwarding documents to CRM and broker portals.
  • Editing documents by splitting, redacting tax file numbers, and managing shared folders.
  • Attaching supporting documents to CRM and broker portals post-settlement.
• Research and Pricing
  • Conducting lender research for credit policies and cash-out loan purposes.
  • Performing pricing requests, escalation reviews, and applying discounted rates.
  • Ordering valuation reports, updating addresses in CoreLogic, and verifying details with lenders.

Learning Ability and Work Proficiency

Blesy is a highly motivated and independent worker with a keen, logical mind. She consistently demonstrates a steady commitment to learning, seizing every opportunity to expand her knowledge and improve her performance. She adapts quickly to systems and workflows, requires minimal supervision, and is capable of following instructions with ease. Her exceptional verbal and written communication skills, coupled with her highly organised approach, ensure she can handle complex tasks efficiently and effectively.

Interpersonal Skills and Personal Characteristics

Blesy’s delightful and warm personality makes her a joy to work with. She is considerate, thoughtful, and easy-going, fostering harmonious relationships with colleagues and clients alike. Her perseverance and enthusiasm drive her to take on responsibilities eagerly and see tasks through to completion. She combines resourcefulness and capability with a systematic approach to her work, ensuring consistency and precision. Blesy’s sociable and sincere nature, coupled with her ability to cooperate effectively with others, enhances her ability to contribute positively to any team.

Suitability

Blesy is greatly suitable for any general mortgage broking or general administrative position. She is also highly capable of handling voice roles, basic social media tasks, and basic video editing.

Why Blesy is Suitable for the Role

Blesy’s extensive experience, comprehensive training, and outstanding interpersonal skills make her an exceptional candidate for the Australian Mortgage Broking space. Her ability to adapt quickly to new tools and workflows, combined with her organisational expertise and client-focused approach, ensures she is well-prepared to excel in her role. With her proactive attitude, technical proficiency, and strong communication skills, Blesy is poised to deliver exceptional results and make a positive impact on her team and clients.