Team Member Ready for Placement

Ivy is an enthusiastic and motivated professional with a background in education and customer service. Her degree in Bachelor of Secondary Education major in English highlights her strong communication skills and dedication to precision and detail. Ivy has already demonstrated her adaptability through various professional experiences, showcasing her ability to effectively address client needs in fast-paced environments. She is currently being placed for a role in the Australian Mortgage Broking space and is equipped with the knowledge and tools to excel as an administrative team member. Outside of work, Ivy enjoys video games, singing, and engaging with mobile gaming communities.

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 Ivy 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 at Affordable Staff, Ivy has already gained experience and proficiency with the following tools:

• Advanced: Word, Forms, Canva
• Practical Application: Excel, PowerPoint, Outlook, Teams
• Basic Knowledge: OneNote, Photoshop

Additional Skills and Notable Experience
Ivy has gained diverse professional experience across multiple roles, including five months as a freelance Online English Teacher, where she delivered tailored content and instruction to support students in developing their English language skills. She also spent six months in various customer service roles, effectively assisting clients in resolving concerns and enhancing overall customer satisfaction. Additionally, she worked as a risk operations analyst for two months, managing claims for fraudulent transactions with a meticulous focus on documentation accuracy and clear communication with investigation teams. Her key skills and tasks include:

• Communicating effectively with international clients through phone calls and providing written reports.
• Handling financial concerns and filing claims to manage fraudulent transactions and ensure customer satisfaction.
• Developing multi-tasking skills to manage time-sensitive tasks within workflows.
• Working collaboratively with teams, including proactive risk analysis and providing support in organising data for investigations.

Learning Ability and Work Proficiency
Ivy is an analytical and resilient learner who actively seeks opportunities to enhance her skills and broaden her knowledge. She adapts swiftly to new systems and workflows and communicates effectively, making her well-suited to team environments. Ivy requires minimal supervision and maintains exceptional organisation in her tasks, delivering consistent quality results. While she may sometimes approach unfamiliar tasks cautiously, her attentiveness and eagerness to learn ensure she quickly overcomes initial challenges, contributing to overall efficiency.

Interpersonal Skills and Personal Characteristics
Ivy brings a warm and approachable personality to all environments, naturally connecting with colleagues and clients. She maintains a strong sense of teamwork, balancing charm and diligence in her professional interactions. Her outgoing nature allows her to excel in collaborations, while her resourcefulness highlights her ability to navigate challenges independently. Ivy’s thoughtful and methodical approach ensures she delivers work of a high standard while maintaining excellent communication throughout processes.

Suitability
Ivy is highly suitable for general mortgage broking support roles and administrative positions, including voice roles, where she can showcase her communication skills and client service experience.

Why Ivy is Suitable for the Role
Ivy’s combination of professional experience, training, and a proactive learning approach makes her a perfect fit for the Australian Mortgage Broking industry. She has a proven record of managing tasks efficiently, displaying precision in her work, and communicating effectively with clients and teams alike. Her strong interpersonal skills and organised nature ensure she will thrive in administrative support roles, making valuable contributions to both her workplace and client satisfaction.