Team Member Ready for Placement

Eugene is a valued member of the Affordable Staff team, contributing his unique blend of skills and dedication to our organisation’s success. He is an artist at heart who finds joy in painting, drawing, singing, and dancing. His passion for creativity extends beyond his hobbies and into his professional life. Eugene completed a vocational course in Catering and Stewarding, which has shaped his disciplined and meticulous approach to tasks. With a background in various roles in customer service, quality assurance, and operations supervision, Eugene brings a wealth of experience and a strong work ethic to his new role.

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 (MB) 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 Eugene 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 Skills and Notable Experience

Eugene’s career began with a brief stint as a service crew member at one of the country’s largest fast-food chains. His journey into the call center industry marked the beginning of an impressive career trajectory. He worked with three different call centers, handling various lines of business for American companies, including telecommunications and lending firms. His journey within the industry included roles such as a customer service representative for 2 years and 2 months, quality assurance specialist for 1 year, operations supervisor for 4 years and 6 months, and a loan originator for 4 months. His commitment to growth and adaptability are evident in his career progression.

Eugene has been working with Affordable Staff since July 2022 within the mortgage broking space where he assisted his client with the following tasks:

• Document Management
  • Renaming, downloading, uploading, redacting, archiving, and delegating documents.
  • Tracking and responding to application updates.
  • Sending emails to lenders for additional documents.
  • Sending pricing requests and updating application submissions.
  • Requesting initial documents for pre-assessment, including Credit Guide and Fact Find Request.
  • Allocating emails to co-VAs and brokers to ensure proper organisation.
  • Labeling emails, responding to client emails, and ensuring proper communication.
• Client and Bank Communication
  • Calling clients and banks for status updates and information.
  • Sending emails to both banks and clients.
  • Sending credit guides and proposals to clients for signing.
  • Catering to client requests for changes in their loans.
  • Sending Google Review requests to clients with approved applications.
  • Sending client center invitations after discussions with clients.
• Data Management and Coordination
  • Inputting data for opportunities and creating new contacts in FLEX.
  • Creating new opportunities and performing related data entry tasks.
  • Updating trackers daily for potential and active opportunities.
  • Updating due, settlement, finance dates, and tasks in Broker Engine.
  • Following up on property or building documents from conditionally approved clients fortnightly.
  • Ordering valuations from multiple lenders to secure the best deals.
  • Gathering data for living expense calculations.
  • Filling out forms for discharge requests.
  • Updating loan status in Mercury Nexus for client portal visibility.
  • Performing credit checks through Mercury Nexus Dashboard.
• Application Processing and Requests
  • Working on AOL submissions for application processing.
  • Requesting pricing discounts and ordering valuations for properties.

Team Member Testimonial

“Eugene Labares is an wonderful addition to my business! He has always got a positive attitude and willing to go that extra mile for anything I might need. He is willing to take on new tasks and eager to learn.  Eugene has a joyful personality that makes him an excellent contact for clients and stakeholders alike. Eugene would make a positive addition to any business and I can’t recommend him enough. I will miss him and my new daily Filipino word.”

Learning Ability and Work Proficiency

Eugene has consistently demonstrated a strong learning ability, adapting quickly to new systems and workflows. He is articulate, with good verbal and written communication skills, and follows instructions with precision. Eugene’s organisational skills are notable, as he manages his tasks with minimal supervision. He is actively working on maintaining his well-being to ensure consistent performance.

Interpersonal Skills and Personal Characteristics

Eugene is a friendly and sociable individual who brings positive energy to his work environment. His enthusiasm and diligence are evident in every task he undertakes, and his talent and versatility make him a valuable team member. Eugene is considerate and helpful, always willing to cooperate with others and contribute to a harmonious work atmosphere. His patient and efficient approach to work, combined with his refined organisational skills, makes him an inspiring presence in any team.

Suitability

Eugene is greatly suitable for any general mortgage broking or general administrative position, as well as voice roles and basic social media.

Why Eugene is Suitable for the Role

Eugene’s journey with us reflects his dedication to personal and professional growth. Eugene’s comprehensive training, coupled with his rich work experience and artistic passion, makes him an excellent fit for the Mortgage Broking space. His adaptability, strong communication skills, and proficiency in essential tools ensure that he can effectively support clients in this industry. Affordable Staff is proud to have him as a dedicated member of our team, and we look forward to his continued contributions and achievements in his role.