Team Member Ready for Placement

Shana is a graduate of Bachelor of Science in Business Administration majoring in Financial Management. She enjoys watching Netflix, anime, and playing video games in her spare time. She brings a thoughtful and sincere approach to her work, with a natural aptitude for organisation and a keen interest in developing her administrative and mortgage-related skills. She is calm, patient, and attentive—qualities that make her a reliable and steady contributor in any team setting.

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 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.

Prior to our onboarding training, she had already gained experience with the following tools and software:

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

Additional Skills and Notable Experience
She has held roles that have strengthened her foundation in administrative work and financial processing. She served as an intern at a local government unit for 6 months and worked as an accounting clerk at a logistics company for another 6 months.

In these roles, she demonstrated:

• Data entry and document processing
• Clerical and finance-related administrative support
• Report handling and record maintenance
• Familiarity with office tools and basic bookkeeping processes
• Professional conduct and confidentiality in managing sensitive information

Learning Ability and Work Proficiency
She is a conscientious and diligent learner with an analytical and rational mindset. She absorbs new processes best when given time to understand them, and once familiar, she performs with growing confidence and independence. She follows instructions with ease and demonstrates a high level of organisation, requiring minimal supervision to complete her work. Her communication skills are empathetic and engaging. Despite being new to the mortgage broking industry, she adapts quickly and shows a consistent upward trajectory in both efficiency and output quality.

Interpersonal Skills and Personal Characteristics
She is a warm and gentle individual who brings sincerity, attentiveness, and thoughtfulness into her interactions. Although she may come off as shy and reserved at first, she is pleasant and courteous with a readiness to accept responsibility and support her team. She is resourceful, capable, and modest in her conduct—qualities that make her easy to work with and well-liked by peers. Her perseverance, reliability, and genuine interest in her work further reflect her strong character and professional potential.

Suitability
Shana is greatly suitable for any general mortgage broking or general administrative position, as well as basic social media roles.

Why Shana is Suitable for the Role
Shana’s academic background in financial management, combined with her early career exposure to administrative and accounting tasks, provides her with a strong foundation for mortgage broking support. She has demonstrated consistent growth during training and has shown the ability to manage document-heavy processes with care and efficiency. Her calm demeanor, attention to detail, and willingness to learn make her an ideal fit for roles that require reliability, discretion, and structured support in the mortgage broking space.