Team Member Ready for Placement

Ivan holds a Bachelor of Science in Mechanical Engineering. He enjoys basketball and reading books, with additional hobbies including volleyball, football, and chess, where he also contributes as a chess coach. With his strong academic foundation, dedication to continuous growth, and balanced interests, he is well-prepared to contribute effectively to administrative and mortgage broking tasks.

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 he 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
Prior to onboarding training, Ivan had already gained experience with the following tools:

• Advanced: Canva
• Practical Application: Word, Excel, PowerPoint, Outlook, Publisher, Teams, OneDrive, AutoCAD
• Limited Experience: OneNote, SharePoint, Forms, Adobe Photoshop, SolidWorks, Trello, Hubstaff, LastPass
• Basic Knowledge: Squarespace

Additional Skills and Notable Experience
He has accumulated valuable professional experience across different sectors. He trained at a machine shop for 1 month, at a factory equipment supplier for 4 months, and at a government-owned and controlled corporation for 3 months. He also served as a special science teacher I in the government education sector for 5 years, developing his instructional and organisational skills. Key skills and tasks include:

• Teaching and mentoring students, demonstrating strong communication and leadership abilities
• Applying analytical and technical skills in engineering-related training roles
• Performing data entry and administrative support tasks efficiently
• Managing projects with a systematic and organised approach
• Bringing creative and technical knowledge from diverse software proficiency

Learning Ability and Work Proficiency
He is highly analytical, logical, and detail-oriented, demonstrating excellent comprehension and problem-solving abilities. He follows instructions with ease, though he benefits from hands-on practice when adapting to new processes. He works with minimal supervision, is consistent in his output, and maintains a high level of organisation. His articulate communication skills—both verbal and written—further enhance his ability to collaborate effectively while delivering precise and quality results.

Interpersonal Skills and Personal Characteristics
Known for being warm, cheerful, and energetic, he naturally builds rapport with others through his sociable and friendly nature. He approaches tasks with enthusiasm, confidence, and a systematic mindset, showing readiness to take responsibility and initiative. His jolly and outspoken personality, coupled with his efficiency and alertness, makes him a dependable and engaging team member who thrives in collaborative environments.

Suitability
Ivan is greatly suitable for any general mortgage broking or general administrative position, including voice roles.

Why Ivan is Suitable for the Role
He combines a strong academic background in mechanical engineering with extensive professional and teaching experience, making him adaptable to the diverse requirements of mortgage broking and administrative work. His proficiency with key tools, strong organisational abilities, and articulate communication skills position him as a reliable and capable team member. With his cheerful personality, analytical mindset, and readiness to take on responsibility, he is an excellent fit for supporting clients in the mortgage broking space.