Team Member Ready for Placement

Cloe is a smart and diligent individual who has recently completed her initial training and assessment for a role in the Australian Mortgage Broking space. She holds a Bachelor of Science in Psychology and brings with her a unique blend of administrative experience and a passion for community service. Her background in customer service, local governance, and human resources—paired with her drive to continuously improve—makes her a well-rounded candidate. Her interest in music and photography, along with her active involvement in youth programs, also reflects her creative and empathetic personality, which contributes positively to her work dynamics.

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 Cloe 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, she had already gained experience and familiarity with the following tools:

• Practical Application: Microsoft Word, Microsoft PowerPoint, OneDrive, Canva
• Limited Experience: Microsoft Excel, Microsoft Outlook, Microsoft Teams, Adobe Photoshop, Adobe Dreamweaver
• Basic Knowledge: Trello, Hubstaff, LastPass

Additional Skills and Notable Experience

Cloe has had valuable exposure through internships, customer service, and public service work. She gained diverse experience through various roles. She interned at a medical center and school for two months, where she focused on HR functions such as recruitment support, timekeeping, and data encoding. Following that, she worked as a customer service representative at a call center for one month, where she handled inbound customer inquiries and provided assistance across multiple platforms. Currently, she is serving as a youth council member, a position she has held since November 2023. In this role, she is responsible for planning youth-focused programs, engaging with the community, and coordinating administrative tasks.

Key Skills and Tasks:

• Customer service and conflict resolution
• Data entry, timekeeping, interview coordination, employee training assistance
• Letter writing, incident report reviews, accomplishment reporting
• Data management and accuracy checking
• Program planning, event coordination, and stakeholder communication
• Use of Avaya, MetroCare, Qonnect, Canva, and Facebook for communication and promotion

Learning Ability and Work Proficiency

Cloe demonstrates an analytical and rational mind, and her consistent performance during training shows she grasps new information quickly and applies it with diligence. She is articulate, a strong listener, and adapts well to structured systems and workflows. She follows instructions with ease and is capable of working independently with minimal supervision. Her well-organised nature helps her stay on top of tasks, and she displays a proactive attitude toward learning and continuous improvement.

Interpersonal Skills and Personal Characteristics

She is calm, composed, and pleasant in her interactions, which contributes positively to a collaborative work environment. She is thoughtful and attentive, showing genuine interest in her tasks and responsibilities. Her versatility and competence are complemented by her reliability and readiness to accept responsibility. She maintains a respectful and helpful demeanor, inspiring trust in both teammates and clients.

Suitability

Cloe is greatly suitable for any general mortgage broking or general administrative position, including voice roles and basic social media.

Why Cloe is Suitable for the Role

Her combination of intelligence, diligence, and adaptability positions her well for success in the mortgage broking space. Her communication skills, attention to detail, and ability to manage multiple tasks under pressure are highly relevant to the responsibilities of a virtual assistant in mortgage broking. With her calm demeanor and positive attitude, she is not only ready to meet the demands of the role but to grow and thrive in it.