Team Member Ready for Placement

Juliana holds a Bachelor of Science in Management Accounting and is passionate about continuous learning and professional growth. She enjoys reading motivational and inspirational books, exploring manga, and watching anime during her free time. Known for her thoughtfulness and cheerful personality, she brings enthusiasm and curiosity to her work, paired with a strong sense of diligence and accountability. Her background in finance and auditing, along with her analytical and organised mindset, makes her well-prepared for administrative and mortgage broking support roles.

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
• 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
Prior to our onboarding training, Juliana has been identified as proficient with the following tools and software:

• Expert: Word, Excel, OneNote, To Do
• Advanced: PowerPoint, Outlook, Teams, Canva
• Practical Application: OneDrive

Additional Skills and Notable Experience
She has previously served as an intern at a finance corporation for one month and as a volunteer audit staff at the provincial auditing office for two months. Through these experiences, she gained practical exposure to administrative documentation, financial data entry, auditing, and client handling. She developed a deep appreciation for accuracy, confidentiality, and compliance—skills that strongly align with the mortgage broking industry’s standards.

• Assisting in cashier operations by handling receipts, check vouchers, and client transactions.
• Updating financial records, including income statements, balance sheets, and cash flow reports.
• Using company servers to reconcile and verify account balances and branch collections.
• Helping audit daily cash collections, invoices, and reports to ensure accuracy and accountability.
• Preparing audit findings, demand letters, and financial reports using Microsoft Word and Excel.
• Uploading and organising documentation through Google Drive for audit records.
• Supporting fieldwork audits by verifying project fund allocations and disbursements.
• Creating and managing reports and presentations for supervisors and audit conferences.

Learning Ability and Work Proficiency
She is a steady and consistent learner who demonstrates analytical thinking and strong problem-solving skills. She follows instructions with ease and adapts quickly to new systems and workflows, allowing her to perform tasks with minimal supervision. Her communication skills—both written and verbal—are clear and engaging, making her an effective collaborator. Although she is still gaining industry familiarity, her perseverance, organisational skills, and focus on improvement allow her to grow steadily in her role.

Interpersonal Skills and Personal Characteristics
Her warm, pleasant, and cheerful nature makes her a joy to work with. She is diligent, confident, and resourceful, showing genuine enthusiasm in all her tasks. Her friendly and cooperative demeanor fosters harmonious relationships within a team. Thoughtful and earnest, she approaches her responsibilities with professionalism, demonstrating her readiness to accept accountability and contribute positively to a collaborative work environment.

Suitability
Juliana is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles.

Why Juliana is Suitable for the Role
Her combination of accounting knowledge, auditing experience, and strong administrative skills make her an excellent fit for the mortgage broking VA role. Her attention to detail, analytical mindset, and organisational strengths ensure accuracy and efficiency in financial documentation and data management. She demonstrates reliability, adaptability, and a strong work ethic—qualities that align with the standards of mortgage broking support.