Team Member Ready for Placement

PERSONAL DETAILS

Name: Phebe Kaye Bolo

Date of Birth	Gender	Marital Status
3 December, 2001	Female	Single

Interview with Phebe

Watch the Interview

ABOUT PHEBE

Phebe is a Mortgage Broking Administrative Assistant with one year of experience at Affordable Staff, supporting an assigned client based in New South Wales, Australia. She has developed practical experience across mortgage application administration, loan documentation, settlement support, compliance processes, and client workflow coordination.

Through her assigned-client work, Phebe has gained an understanding of Australian mortgage broking operations, including the importance of accurate client information, organised documentation, and timely administrative follow-through. Her experience supporting different stages of the loan process has strengthened her ability to work within established procedures and adapt to changing operational requirements.

She holds a Bachelor of Science in Electronics Engineering and is pursuing a master’s degree in Technology Management, complementing her professional experience with a strong technical and analytical foundation. Outside work, she enjoys playing the piano, singing, travelling, exploring different cuisines, and participating in basketball, volleyball, badminton, and karate.

Professional Experience and Key Responsibilities

Phebe is gaining hands-on experience supporting mortgage brokers and their administrative operations, contributing to loan application preparation, document management, settlement administration, and client communications. Her responsibilities span several stages of the mortgage process, from maintaining initial application records to supporting post-settlement activities and business workflow updates.

Mortgage Application and CRM Administration

Creating and updating client opportunities in the mortgage CRM using information from sales and workflow management systems.
Assisting with mortgage applications in ApplyOnline, including entering applicant, loan, security, financial, and compliance details.
Reviewing and completing missing application information using available client records and supporting documentation.
Generating and sending credit guides and financial information requests through the mortgage CRM.
Updating client financial information, including property assets and living expense allocations, using supporting records and instructions.
Preparing discharge forms by entering customer, representative, security, and loan account details.

Loan Documentation and File Management

Reviewing broker inboxes, retrieving client-submitted documents, and saving them in designated electronic client folders.
Renaming, editing, converting, and organising loan documents according to established file naming and document management procedures.
Cross-checking documents between the mortgage CRM and shared client folders to identify missing or inconsistent records.
Maintaining document receipt records and updating outstanding requirements in client workflow management systems.
Retrieving loan documentation from lender portals and electronic signing platforms when required.
Organising completed, withdrawn, and inactive application folders according to their respective processing statuses.

Settlement, Compliance, and Commission Administration

Reviewing settled loan records and completing administrative compliance checklists.
Preparing remediation lists for settled applications requiring additional documentation or follow-up action.
Updating settlement statuses, completing outstanding CRM tasks, and maintaining corresponding workflow records.
Supporting monthly commission reconciliation by reviewing upfront commission records and updating related deal information.
Assisting with the extraction and calculation of upfront and trail commission information for financial reporting.
Preparing settlement-related correspondence and maintaining organised records of completed loan transactions.

Client Communication and Administrative Coordination

Maintaining records of correspondence between clients, lenders, and brokers within the relevant mortgage CRM opportunities.
Sending financial information requests and other mortgage-related communications through established client communication channels.
Preparing pre-approval expiry notifications and maintaining follow-up records.
Supporting post-settlement client communications, including scheduled loan review and refinancing follow-up activities.
Preparing outstanding document lists to support brokers and operations personnel in monitoring application requirements.
Identifying discrepancies between CRM and workflow records and preparing information for operational review.

Sales Pipeline and Workflow Management

Recording new client leads and maintaining associated information within sales pipeline systems.
Assisting with the migration of client deals between project management and CRM platforms during business system changes.
Updating referral details, deal ownership, and client follow-up tasks within the relevant sales management system.
Reassigning client records and adjusting outstanding task schedules according to operational instructions.
Maintaining consistency between client application statuses, deal records, and supporting administrative documentation.

Client Tools and Systems Experience

Phebe has practical experience using mortgage broking platforms, client relationship management systems, and supporting business applications through her Australian assigned-client work. She uses these systems to maintain loan records, coordinate administrative workflows, manage client documentation, and support communication and settlement-related processes.

Mortgage Broking CRM and Loan Applications: Mercury Nexus CRM, ApplyOnline
CRM, Sales Pipeline, and Workflow Management: HubSpot, Asana
Property Research and Valuations: CoreLogic
Lender Portals and Electronic Documentation: Westpac Broker Hub, NAB Broker Portal, DocuSign
Communication and Email Management: Microsoft Outlook
Document and File Management: Microsoft SharePoint, Microsoft OneNote, Microsoft Word, iLovePDF
Data Management and Spreadsheets: Microsoft Excel, Google Sheets
Password and Access Management: 1Password
Web Browsers: Microsoft Edge, Google Chrome

Additional Skills and Notable Experience

Before joining Affordable Staff, Phebe completed technical training placements in university and vocational education environments. Her educational background in Electronics Engineering and experience with technical applications have contributed to her analytical abilities, computer literacy, and familiarity with structured work processes.

Technical Design and Engineering Applications

Developed practical familiarity with computer-aided design, modelling, and technical visualisation applications through her engineering education.
Gained experience using AutoCAD, SolidWorks, and SketchUp for technical design and visual representation.
Developed analytical reasoning and problem-solving capabilities through engineering-related academic activities.

Office Productivity and Digital Content

Developed experience preparing documents, spreadsheets, and presentations using Microsoft Office applications.
Gained familiarity with Canva for creating and editing visual materials.
Acquired experience using Microsoft Publisher and other digital productivity applications.
Developed computer literacy and information organisation skills applicable to administrative and technical work.

Technical Training and Professional Development

Completed technical training placements in educational and vocational environments, gaining exposure to structured professional activities.
Developed familiarity with following technical instructions, learning unfamiliar applications, and completing assigned activities.
Strengthened her ability to adapt to different working environments and collaborate with others during practical learning activities.

Learning Ability and Work Proficiency

Phebe demonstrates strong comprehension, analytical thinking, and a logical approach to her responsibilities. She is a systematic and cautious worker who values accuracy, organisation, and adherence to established procedures. Her learning style combines an ability to adapt quickly to existing systems and workflows with a preference for recorded instructions and hands-on practice. She is self-motivated, consistent in her work, and capable of completing familiar responsibilities with minimal supervision. Her willingness to learn and improve supports steady professional development, while her organised approach helps her manage multiple administrative requirements. She works most effectively when instructions and routines are clearly established and recognises the importance of seeking clarification when requirements are unfamiliar or unclear.

Interpersonal Skills and Personal Characteristics

Phebe brings a cheerful, confident, and approachable personality to her professional interactions. She is articulate and demonstrates strong verbal and written communication skills, allowing her to express information clearly and engage comfortably with others. Her sociable and outgoing nature is complemented by a humble, cooperative attitude that supports harmonious working relationships. She approaches responsibilities with maturity, perseverance, and genuine interest, demonstrating readiness to contribute and participate in team activities. Her energetic disposition, confidence, and responsible attitude enable her to maintain a positive presence while remaining mindful of professional expectations and collaborative working practices.

Suitability for the Role

Phebe is well-suited to Mortgage Broking Administrative Assistant and General Administrative Support roles, bringing practical experience in Australian mortgage broking operations and a developing understanding of the administrative requirements involved in supporting brokers and their clients. Her exposure to different stages of the lending process provides a foundation for contributing to both routine administration and more specialised mortgage support activities. Combined with her technical background, analytical approach, communication abilities, and willingness to adapt to established business procedures, Phebe offers prospective clients a capable and dependable administrative professional who can contribute to organised operations, consistent workflow management, and effective day-to-day business support.