Team Member Ready for Placement

Gene holds a Bachelor of Science in Marine Transportation, equipping him with the discipline, structure, and strategic thinking cultivated through rigorous maritime training and experience. He enjoys listening to music, watching Netflix, gardening, and tending to his family-owned farm. He also has a strong interest in world history, geopolitics, and podcast discussions. His unique mix of technical discipline and curiosity for global affairs contributes to his thoughtful and detail-oriented approach to work.

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 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 will be 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 Gene 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 our onboarding training, he had already learned and gained experience with the following tools:

• Practical Application: Word, Excel, Canva, Trello, Adobe After Effects
• Limited Experience: Powerpoint, Outlook, Teams, Onedrive
• Basic Knowledge: Hubstaff, Lastpass

Additional Skills and Notable Experience
He has a well-rounded background with over four years of experience as a volunteer office assistant and seafarer (ordinary seaman / deck cadet) at a maritime corporation. This experience has refined his discipline, attention to detail, and ability to work both independently and within a structured team environment. He has developed skills in document preparation and record-keeping, scheduling and task coordination, as well as time management and reporting. His familiarity with maritime communication protocols adds to his operational versatility, while his proficiency with creative tools such as Canva and Adobe After Effects demonstrates his adaptability. Additionally, his strong interest and knowledge in global affairs enhance his analytical thinking and contextual understanding.

Learning Ability and Work Proficiency
Gene is a diligent, conscientious, and self-motivated worker who consistently delivers quality output. He has an analytical and rational mind with a high capacity for comprehension, quickly adapting to new systems and processes through hands-on practice. He follows instructions with ease, works well independently, and demonstrates autonomy in completing tasks. He is highly organised and displays consistent initiative when approaching new challenges.

Interpersonal Skills and Personal Characteristics
He is calm, composed, and professional in his demeanor, often described as pleasant and attentive. He is earnest in his work, responsible, and methodical in his approach. His reliability and trustworthiness make him a valuable team player, while his modest nature and consideration for others enhance his ability to collaborate. With a friendly and confident outlook, he contributes positively to any work environment.

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

Why Gene is Suitable for the Role
His disciplined background, combined with his strong communication skills, analytical mindset, and excellent organisation, make him a standout candidate for administrative roles in the mortgage broking industry. His ability to quickly learn systems, follow instructions with precision, and work autonomously ensures he can adapt seamlessly into client operations. His calm and reliable nature, paired with technical proficiency and a genuine interest in delivering quality work, positions him as an asset to any team.