Team Member Ready for Placement

Jennifer holds a Bachelor of Science in Psychology and brings a strong foundation in administrative, analytical, and interpersonal skills. She is single and enjoys participating in church activities, spending time in coffee shops, people watching, and walking around parks. With her background in psychology and diverse internship experiences, she combines adaptability, confidentiality, and a keen eye for detail—qualities that make her well-prepared for administrative roles in the mortgage broking industry.

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 had already gained experience with the following tools and software:

• Expert: Teams
• Advanced: Word, PowerPoint, Forms, Canva
• Practical Application: Excel, Outlook, Trello, Hubstaff
• Limited Experience: OneNote, OneDrive

Additional Skills and Notable Experience

She gained valuable experience through her internships in clinical, educational, and industrial psychology settings. These roles equipped her with strong organisational, reporting, and client-facing skills while reinforcing her ability to handle sensitive information with confidentiality.

• Conducted psychological tests, intake interviews, and counseling support during her clinical internship, while also assisting in psychological first aid training, group dynamics, and report writing.
• Assisted in counseling, checked test results, facilitated awareness campaigns, organised documents, and formulated intervention programs during her educational internship.
• Performed HR and administrative tasks during her industrial internship, including data entry, contract preparation, employee record keeping, and interviews.
• Created psychological reports, presentations, and educational publication materials.
• Developed a strong sense of confidentiality, flexibility, and time management.

She has been working with Affordable Staff since  August 2025. Her tasks include:

• Document Handling and Organisation
  • Downloading attachments from emails, renaming documents, converting Word and Excel files to PDF, as well as splitting, merging, and redacting documents.
  • Downloading Deal History Reports, editing them to a specified format, organising all client files in Flex, archiving Broker Engine tiles, and moving folders to settled files in OneDrive.
  • Adding signatures to bank documents and credit proposals.
• Client Information Management
  • Encoding information from applicant’s documents into tools like Broker Engine, FLEX, and ApplyOnline. This includes creating Broker Engine tiles, updating client information, and uploading documents.
  • Downloading Credit Proposals and BID reports from AFG FLEX and updating client records.
  • Filling out the FHBS form with client details, renaming, and saving it.
• Lender Communication and Processing
  • Using 3CX to contact lenders, discussing client’s intentions, and updating relevant tools like Nat and Broker Engine.
  • Uploading and lodging via ApplyOnline or directly in Flex.
  • Completing pricing requests, ordering valuation reports, and submitting discharge forms on behalf of clients through lender portals.
  • Downloading approval letters, renaming them, and saving them in the client’s folder.
• Internal Coordination and Workflow
  • Drafting and sending withdrawal notes to Nat for approval, then submitting them to lenders via ApplyOnline.
  • Updating lender portals for specific client cases, including gathering or submitting necessary information.

Learning Ability and Work Proficiency

She demonstrates excellent comprehension and analytical abilities, learning quickly and independently while showing steady progress in her work. She follows instructions with ease, requiring only minimal supervision once familiar with processes. Her strong communication skills—both verbal and written—allow her to articulate ideas effectively and listen actively. She is well-organised, motivated, and determined, with the capacity to adapt to new systems and consistently deliver accurate results.

Interpersonal Skills and Personal Characteristics

She is composed, responsible, and courteous, with a natural ability to work well with others. She is friendly and amiable, making her a supportive and cooperative team member. Known for her perseverance and willingness to take responsibility, she approaches her tasks with resourcefulness and initiative. Her obliging and sociable personality, combined with her keen interest in her work, reflects her earnest dedication and professionalism.

Suitability

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

Why Jennifer is Suitable for the Role

Her educational background in psychology, combined with her extensive internship experience, has provided her with strong administrative, organisational, and interpersonal skills. She has shown adaptability in handling diverse tasks, from data entry and reporting to counseling support and presentations. Her ability to manage sensitive information with confidentiality, coupled with her proficiency in essential tools, makes her an asset in mortgage broking support. With her strong communication skills, determination, and resourcefulness, she is well-prepared to excel in administrative and client-facing responsibilities.