Team Member Ready for Placement

Karen holds a Bachelor of Science in Accounting Information Systems and brings with her a strong foundation in financial and administrative processes. She enjoys watching movies and Korean dramas, as well as playing table tennis. With her academic background and practical experiences, she is well-prepared to contribute effectively in administrative roles, particularly within the Australian mortgage broking space.

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 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

Additional Tools Proficiency

Before training with Affordable Staff, she had already gained experience with:

• Advanced: Word, Excel, PowerPoint, Canva
• Practical Application: Outlook, Teams, OneDrive
• Limited Experience: Forms, Adobe Photoshop

Additional Skills and Notable Experience

Her previous roles have equipped her with valuable practical skills that align well with administrative and mortgage broking support functions. She worked as a student intern at a government agency for 2 months, where she provided administrative assistance and learned the importance of compliance and accuracy. She also served as an accounts receivable staff member at a hospital for 3 months, handling financial and client-facing responsibilities. Her key skills and tasks include:

• Managing daily sales reports and processing deposits
• Updating and reconciling aging receivables
• Preparing statements of accounts and generating reports
• Performing accurate data entry and maintaining records
• Communicating with clients, patients, and affiliated companies regarding payments and inquiries

Learning Ability and Work Proficiency

She demonstrates strong analytical skills, quick comprehension, and adaptability to systems and workflows. She communicates effectively both in writing and verbally, listens actively, and follows instructions with ease. She requires minimal supervision, is highly organised, and shows consistency and diligence in her work. While still young and continuing to grow, she has shown steady improvement and eagerness to learn, often exceeding expectations.

Interpersonal Skills and Personal Characteristics

She is calm, pleasant, and mature, with a reliable and confident approach to work. She shows ambition and responsibility while maintaining a friendly and sociable demeanor. Her resourcefulness, systematic organisation, and readiness to accept responsibility make her a dependable team member. With her positive outlook and proactive nature, she fosters harmonious collaboration and contributes effectively to any team environment.

Suitability

She is greatly suitable for any general mortgage broking or general administrative position, as well as for basic social media tasks.

Why Karen is Suitable for the Role

Her academic background, hands-on accounting and administrative experience, and recent specialised training in mortgage broking make her a strong candidate for this role. She combines technical proficiency with accuracy, organisational strength, and the ability to handle client communications effectively. Her adaptability, proactive learning style, and positive interpersonal skills position her to excel as a Mortgage Broking Admin VA, delivering reliable and professional support to clients.