Team Member Ready for Placement

Roan is a dedicated professional who holds a Bachelor of Secondary Education Major in Mathematics. She is actively engaged in church activities. She enjoys editing photos, reading blogs, watching vlogs, and writing scripts for short films within her church community. With her strong educational foundation and creativity, she brings a balance of analytical thinking and communication skills, making her well-equipped to take on administrative responsibilities in a professional 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.

Additional Tools Proficiency
Before our onboarding training, she has been identified as proficient with the following tools and software:

• Practical Application: Excel, PowerPoint, Outlook, Canva
• Limited Experience: Publisher, OneDrive, Hubstaff
• Basic Knowledge: Word, Photoshop, Trello, After Effects, WordPress

Additional Skills and Notable Experience

She has gained solid experience across education, customer service, and administrative support roles. She worked as a math teacher for nearly seven years, a customer service representative for three months, and an e-commerce assistant for a year. She also had a short stint at a staffing firm before working as an admin virtual assistant for over a year and a half. In her most recent role, she managed emails, collected and organised documents, updated records, coordinated with suppliers, and kept clients informed about their application status. She regularly used tools like email, messaging apps, and online folders, developing strong skills in communication, documentation, and task tracking. Key skills and task include:

• Managing emails and formal client communication
• Collecting and organising documents in shared folders
• Updating project trackers and progress sheets
• Coordinating with suppliers and clients for quotations and submissions
• Communicating updates and timelines to clients
• Handling data entry and maintaining accurate records
• Reporting directly to senior management regarding task status and concerns
• Providing general administrative support in virtual settings

Learning Ability and Work Proficiency

She is a diligent and conscientious worker with a rational and analytical approach to tasks. She is well-organised and able to work with minimal supervision. She shows perseverance and a strong willingness to improve, steadily building confidence as she familiarises herself with new instructions and processes. With continued exposure and focused effort, she is expected to grow in speed and accuracy in task completion.

Interpersonal Skills and Personal Characteristics
She demonstrates a calm, composed, and sincere demeanor in her work. She is attentive and maintains pleasant interactions with clients and colleagues. Her friendliness and cooperative attitude contribute positively to team harmony. She takes initiative, is resourceful, and remains earnest and diligent in her work, with a strong desire to meet expectations and improve continuously.

Suitability
She is greatly suitable for any general mortgage broking or general administrative position and is also suitable for voice roles and basic social media tasks.

Why Roan is Suitable for the Role
Her extensive background in education, customer service, and virtual assistance makes her a versatile and reliable candidate for a mortgage broking support role. Her strong communication skills, attention to detail, and familiarity with document handling and client coordination align well with the demands of the role. With her ability to follow through on responsibilities and willingness to grow, she is well-positioned to become a valuable asset to any mortgage broking team.