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. He brings several years of professional experience across education, digital content creation, and administrative support, allowing him to develop strong organisational, communication, and multitasking abilities. He has worked extensively in structured environments where attention to detail, coordination, and responsibility are essential. Alongside his professional background, he also enjoys creative and community-oriented activities such as online game streaming, dancing, hosting events, and editing photo and video content. His blend of administrative discipline, creativity, and experience working with diverse tasks enables him to adapt well to fast-paced and collaborative work environments.

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 he 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
His 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, he 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:

• Mortgage Application and CRM Management
  • Entering borrower details into the customer relationship management system and creating opportunities using information from fact-find forms and client documents.
  • Updating opportunity stages, adding notes, and maintaining accurate records to track loan application progress.
  • Preparing loan applications by organising borrower documents and assisting with submissions through lender portals or online loan submission systems.
• Document Collection and Preparation
  • Receiving, renaming, organising, and uploading customer documents into the customer relationship management system and document storage systems.
  • Requesting bank statements, credit reports, and other required supporting documents from clients.
  • Generating disclosure and loan-related documents for digital signing and guiding clients through the electronic signing process.
• Valuation, Property, and Client Research
  • Ordering property valuations through valuation platforms and monitoring valuation progress for loan applications.
  • Searching for property information and reviewing property details required for loan processing.
  • Conducting background searches on clients and employers to verify and support loan documentation.
• Broker, Lender, and Client Coordination
  • Managing broker email inboxes and reviewing communications from clients, lenders, and other stakeholders.
  • Requesting pricing from lenders and coordinating with brokers regarding loan options and application requirements.
  • Reviewing recorded client calls and training materials to ensure compliance with broker processes and documentation standards.

Learning Ability and Work Proficiency
He demonstrates strong learning ability and work proficiency, supported by a logical and analytical mindset and a natural curiosity for learning new processes. He approaches tasks with determination and perseverance, showing steady progress as he gains experience. He adapts quickly to existing systems and workflows, follows instructions with ease, and works independently with minimal supervision. His strong organisational habits, critical thinking ability, and willingness to ask questions when clarification is needed contribute to his reliability and effectiveness in administrative and structured work environments.

Interpersonal Skills and Personal Characteristics
He is a jovial, composed, and spirited individual who interacts well with colleagues and clients alike. He is sociable, helpful, and approachable, making it easy for him to collaborate effectively with others. Known for being considerate, courteous, and attentive, he maintains a professional and respectful demeanor in the workplace. His outgoing personality, combined with a steady work ethic and enterprising mindset, allows him to contribute positively to team environments while remaining focused and dependable in his responsibilities.

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

Why Jeson is Suitable for the Role
His background in structured professional roles, combined with his exposure to administrative and digital work, allows him to approach tasks with efficiency, organisation, and reliability. His experience working in environments that require coordination, communication, and attention to detail has strengthened his ability to manage responsibilities with minimal supervision while maintaining consistent output. In addition, his creative and technical skills contribute to his adaptability when handling different tools and workflows. With his well-rounded experience, strong work ethic, and familiarity with remote and task-driven work setups, he is well-prepared to provide dependable support in the mortgage broking space.