Team Member Ready for Placement

Joval holds a Bachelor of Science in Management Accounting and brings a strong foundation in administrative and financial processes. He enjoys drawing and running with friends, showcasing both creativity and discipline in his personal life. With a background in auditing and data management, he is now transitioning into the Australian Mortgage Broking space, where his attention to detail and analytical mindset are expected to add great value.

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 Joval 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

Joval has been identified as proficient with the following tools and software:

• Practical Application: Microsoft Word, Excel, PowerPoint, Outlook, Teams, OneDrive, Canva
• Limited Experience: Trello, Hubstaff, LastPass

Additional Skills and Notable Experience

He has accumulated 1 year and 7 months of experience as an auditor in a manufacturing company. During this role, he developed a strong grasp of financial operations and data accuracy.

Key Skills and Responsibilities:

• Auditing stock production, packaging, cashier, and delivery sales
• Preparing and reconciling monthly sales reports
• Managing accounts receivable and statements of account
• Creating journal entries and tracking payments and expenses
• Processing daily time records for payroll
• Communicating via email and messaging apps for report submission and clarifications
• Maintaining data accuracy through consistent proofing and checks
• Using MSalvio Software (accounting system), Microsoft Office tools, and Canva

Internship Experience:

• Recording expenses and processing tax payments
• Performing basic bookkeeping and administrative tasks
• Using Microsoft Word and Excel for document and data preparation
• Updating client data in government portals under supervision

These roles helped Joval develop valuable habits in documentation, time management, and data handling, which are highly transferable to mortgage broking administrative support.

Learning Ability and Work Proficiency

He is a fast learner with excellent analytical ability and a steady, improvement-oriented work ethic. He adapts quickly to existing systems and follows instructions with ease. He demonstrates great autonomy in performing tasks and maintains a highly organised approach to his workload. With strong written communication and active listening skills, he can deliver high-quality outputs even with minimal supervision.

Interpersonal Skills and Personal Characteristics

He maintains a calm and pleasant disposition while being diligent, responsible, and consistently professional. He brings a friendly and sociable energy to the team while also being highly attentive, modest, and eloquent. His keen attention to detail, readiness to accept responsibility, and sharp mental agility make him a reliable and resourceful addition to any team.

Suitability

He is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles and basic social media tasks.

Why Joval is Suitable for the Role

Joval’s background in auditing, financial reporting, and administrative data management positions him as a strong candidate for a role in mortgage broking. His attention to detail, organisational ability, and independent work ethic align well with the precision and confidentiality required in this field. Coupled with his eagerness to learn and demonstrated adaptability to new systems and processes, he shows excellent potential to thrive in mortgage support tasks and to grow further in the industry.