Team Member Ready for Placement

Phebe is a dedicated professional with a strong background in technology and administration. She holds a Bachelor of Science in Electronics Engineering and is currently pursuing a Master’s in Technology Management, demonstrating her commitment to ongoing learning and professional development. Beyond her professional goals, she is a vibrant individual with varied interests, including playing the piano, singing, and sports such as basketball, volleyball, and badminton. She also enjoys practising karate, travelling locally, and exploring new cuisines. Her dynamic mix of professional capabilities and personal passions makes her an enthusiastic contributor to any team, particularly in her new role in the mortgage broking space.

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.

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

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.

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 training with us, Phebe had already developed her skills and gained experience with the following tools and software:

• Expert: PowerPoint, AutoCAD, SolidWorks, SketchUp
• Advanced: Word, Excel, Canva
• Practical Application: Outlook, Publisher, Teams, OneDrive, Trello, Hubstaff, LastPass

Additional Skills and Notable Experience
Phebe has built a strong foundation of skills through her prior experience as a trainee at a university for two months and as a trainee at a trade school for one month. These roles have showcased her adaptability and ability to work effectively as part of a team. She brings valuable expertise to her current role through her dedication and capability. Key skills and experiences:

• Utilising a wide range of technical tools and software, including CAD applications and project management tools.
• Demonstrating extensive knowledge in document processing, editing standards, and organisational practices.
• Communicating effectively through strong verbal and written skills, fostering seamless collaboration.
• Managing multiple tasks with efficiency and maintaining a highly organised approach to responsibilities.
• Creating technical illustrations and presentations with advanced tools like SolidWorks and MS PowerPoint.

Learning Ability and Work Proficiency
She has proven herself to be a highly motivated and consistent worker, excelling independently and requiring minimal supervision. Her learning style is a combination of quickly adapting to existing systems and workflows, effectively utilising recorded instruction resources, and benefiting from hands-on practical training. With excellent analytical skills and a strong attention to detail, she demonstrates a keen ability to grasp new concepts and continuously improve her work. Her logical and organised approach ensures that she completes all tasks to a high standard.

Interpersonal Skills and Personal Characteristics
Her personality is a blend of charm, responsibility, and energy. Her cheerful and outgoing nature fosters a positive and cooperative work environment, making her a valuable asset to any team. She has a talent for building strong working relationships with colleagues and clients, characterised by her harmonious and humble approach. Coupled with her confident and systematic mindset, she is ready to take on responsibilities and demonstrate her competence with poise and professionalism.

Suitability
Phebe is highly suitable for general mortgage broking and administrative roles, as well as voice-based and basic social media responsibilities.

Why Phebe is Suitable for the Role
Her strong educational background, technical expertise, and commitment to professional growth make her an ideal candidate in the mortgage broking space. Her proficiency with tools and other software ensures she can efficiently handle the technical demands of the role. Furthermore, her outstanding communication skills, well-developed organisational abilities, positive attitude, and eagerness to learn distinguish her as a reliable and capable professional ready to contribute meaningfully to any team she joins.