Team Member Ready for Placement

Jeson is a dynamic individual with a rich blend of interests and skills. He holds a Bachelor of Secondary Education Major in Music, Arts, Physical Education, and Health (MAPEH) and enjoys playing and streaming video games, dancing, organising events, and cosplaying. In addition to his hobbies, he has ventured into selling exercise attire and equipment. Jeson’s passion for hosting and editing photos and videos reflects his creativity, and his active involvement in various activities demonstrates his ability to manage multiple tasks efficiently.

Onboarding Training and Assessment

At Affordable Staff, Jeson’s onboarding was designed to ensure a thorough understanding of both administrative tasks and the specific nuances of Australian business practices, which are essential for supporting clients effectively. His training began with a comprehensive introduction to real estate, helping him master general administrative skills that would enable him to handle a variety of tasks confidently.

In the second phase, Jeson undertook an intensive two-week Mortgage Broker (MB) Assessment course, where he was immersed in document processing. He learned how to manage and process key loan application documents, gaining proficiency in the application of naming conventions and editing standards. This phase also introduced him to critical mortgage concepts and CRM tools used in the industry. Through tasks like data entry and loan application management, Jeson demonstrated his ability to adapt quickly and perform with high accuracy. His communication skills were further refined through grammar checks, situational chats, and lender call simulations, equipping him with the tools to manage client interactions effectively.

Affordable Staff Tools Training

Tools training is an integral part of Affordable Staff’s development program, and Jeson completed his training with proficiency in several key software applications necessary for day-to-day operations. He gained hands-on experience with LastPass for password management, Outlook for communication and calendar tasks, TechSmith for screen capturing and recording, Hubstaff for time tracking, and Trello for project management. Additionally, he became adept at using Zoom and Teams for virtual meetings, as well as OneDrive for secure file management.

Jeson also received specialised training in tools essential to the mortgage broking industry. His focus on Nexus CRM and BrokerEngine during the Mortgage Broking Foundations course allowed him to refine his skills through practical application and scenario-based training. This ensured he became highly efficient and capable in managing client information and workflows within these platforms, ultimately increasing his effectiveness in mortgage broking support.

Additional Skills and Notable Experience

Jeson’s background as a teacher for 5 years showcases his ability to manage tasks with patience and perseverance. His role as an agency manager and template creator for a video editing app further highlights his organisational skills, attention to detail, and capacity to handle creative projects alongside administrative duties.

Since September 2023, Jeson has been an invaluable member of the Affordable Staff team, specialising in the Mortgage Broking space. His dedication and expertise have been instrumental in assisting clients with a range of essential tasks, ensuring seamless operations and exceptional service delivery. His tasks include:

• Document Management and Preparation
  • Receiving, renaming, and uploading customer documents to CRM.
  • Requesting bank statements and credit scores.
  • Generating documents for digital signing by customers.
  • Requesting customers for digital signing of disclosure documents and providing analysis through the client center.

• Data Entry and CRM Management
  • Inputting customer data to the CRM from fact-find forms and received documents.
  • Moving opportunity status and adding notes for tracking progress.

• Client and Property Research
  • Ordering property valuations through Property Hub.
  • Searching for properties on Property Hub.
  • Searching for customer/employer information.

• Compliance and Communication
  • Watching recorded client video calls and provided instructional videos.
  • Requesting pricing from lenders.

Learning Ability and Work Proficiency

Jeson is a steady worker who continuously strives for improvement. He shows great initiative, always willing to engage in discussions and ask questions to enhance his understanding. His communication skills are strong, with an empathetic approach that makes him an active listener. He is well-organised and works well when given hands-on practice. Although Jeson may need a little time to absorb new processes, once comfortable, he performs his tasks independently and with precision.

Interpersonal Skills and Personal Characteristics

Jeson brings a cheerful and outgoing personality to the team. He is friendly, sociable, and able to cooperate well with others. His readiness to accept responsibility is evident in his willingness to take initiative and confidently tackle challenges. Methodical and systematic in his approach, Jeson is devoted to his work and shows perseverance in completing tasks. His enthusiasm for learning and improving makes him a valuable team player who is not only capable but also genuinely interested in delivering high-quality work.

Suitability

Jeson is greatly suitable for any general mortgage broking or general administrative position, including voice roles, basic social media, and basic video editing.

Why Jeson is Suitable for the Role

Jeson’s blend of technical proficiency, strong communication skills, and creative flair make him a perfect fit for administrative roles in mortgage broking. His experience in teaching and managing projects, coupled with his proficiency in essential tools like CRM systems, Nexus CRM, and BrokerEngine, ensures that he is well-equipped to handle various tasks in a high-demand environment. His interpersonal skills and organisational capacity further enhance his suitability for any role that requires careful coordination, attention to detail, and effective client communication.