Team Member Ready for Placement

April is a dedicated individual with strong educational credentials, holding a Bachelor of Secondary Education Major in General Sciences. Her background in teaching, coupled with her passion for organisation and problem-solving, positions her as an excellent candidate for administrative roles within the mortgage broking sector. Outside of her professional pursuits, she enjoys listening to podcasts, watching TikTok videos, and gardening, which reflect her creativity and ability to find inspiration in diverse activities. With her commitment to delivering exceptional results and her well-rounded interests, she brings a fresh and motivated perspective to her work.

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 her onboarding training, April has been identified as proficient with the following tools and software:

• Practical Application: Word, Excel, PowerPoint, Canva
• Limited Experience: Trello, Hubstaff, LastPass
• Basic Knowledge: Adobe Photoshop

Additional Skills and Notable Experience
April is building on her previous experience as an online English teacher for an online education platform for 2 months, where she consistently delivered interactive lessons tailored to students’ needs. She focused on designing engaging visual aids and creating impactful PowerPoint presentations to enhance learning experiences. Additionally, she is proficient in managing administrative tasks, including meticulous data entry, grade calculations, and student documentation, showcasing her ability to organise and handle sensitive information professionally. Key skills include:

• Creating and designing creative materials, including workbooks and teaching portfolios, using tools like PowerPoint, Canva, and Excel.
• Organising, reviewing, and presenting research documentation and student-related records with high attention to detail.
• Ensuring accurate data entry for student information and detailed reporting of lesson plans.
• Developing and preparing project plans and resources tailored to session requirements.
• Demonstrating strong problem-solving abilities under time-sensitive conditions, ensuring efficient completion of tasks and responsibilities.

Learning Ability and Work Proficiency
She is an adaptive learner with exceptional analytical skills and a highly organised work style. She excels in following instructions and integrating smoothly into existing systems and workflows. Known for her self-starter attitude, she is reliable, autonomous, and produces consistent results in her tasks. Though she is cautious as she adjusts to the industry, this attentiveness highlights her commitment to accuracy and her willingness to improve efficiency as she gains experience.

Interpersonal Skills and Personal Characteristics
She has a warm and composed personality that makes her both pleasant and approachable. She works harmoniously with others, fostering positive interactions to meet team objectives. Reliable and thoughtful, she exhibits maturity in professional and personal settings. Her articulate communication style, conscientious nature, and readiness to take initiative demonstrate her competence and well-suited disposition for a team-focused environment.

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

Why April is Suitable for the Role
April’s strong educational background, combined with her organisational skills and professional demeanour, makes her an excellent candidate for mortgage broking support or general administrative roles. Her proficiency with relevant tools, high learning capacity, and proven reliability ensure that she will excel in managing tasks efficiently while maintaining a positive relationship with colleagues and clients alike. Her eagerness to learn and natural dedication to her work further amplify her readiness to contribute meaningfully to any team she joins.