PLACED WITH CLIENT

Alyssa is a valuable member of the Affordable Staff team, contributing her skills and dedication to our organisation’s success. With a Bachelor of Science in Foreign Affairs and a background as an Online English Teacher, she brings a unique blend of qualifications and experiences to her role.

Work History:

Before joining Affordable Staff, Alyssa gained valuable experience as an Online English Teacher, dedicating 1 year and 10 months to this role. Her commitment to education and communication skills served as a solid foundation for her current position.

Personal Details:

She has a passion for personal and cultural enrichment. She enjoys reading books, listening to music, and indulging in Netflix for both entertainment and knowledge. Her creative side shines through her interest in photography and her love for playing with dogs.

Beyond her personal interests, she is an active member of a youth and Christian-based non-profit community, where she contributes her time to volunteer work at various sites. Additionally, she has held a position on the executive committee of the student government, where she collaboratively created events and attended numerous leadership activities organised by the school. Her diverse interests and involvement showcase her commitment to growth and community engagement.

Personality and Traits:

She is known for her friendly and data-driven personality. Her strong attention to detail is evident in her work, and she excels in both written and verbal communication. She possesses the ability to follow instructions diligently, and while she may need some time to absorb new processes, her dedication and willingness to learn are commendable.

Skills and Communication:

Her background as an Online English Teacher has honed her communication skills, making her proficient in both written and verbal interactions. Her attention to detail ensures that her work is accurate and thorough, an essential quality for any administrative role.

Supervision and Organisation:

Alyssa’s well-organised approach to tasks and her initiative to complete them make her a valuable team member. While she may require some support when learning new systems and processes, her commitment to improvement is apparent.

Current Employment with Affordable Staff:

Alyssa has been a crucial member of the Affordable Staff team since July 2023, specialising in the dynamic world of mortgage broking. Her role is instrumental in ensuring the efficiency and success of our mortgage brokerage operations.

1. Document Management and Communication:
   • Uploading clients’ documents.
   • Managing incoming emails from lenders, clients, and insurers, and organising them into folders.
   • Saving insurance anniversary letters and other insurance-related tasks.
2. Client Communication and Bank Relations:
   • Contacting banks to obtain quotes for clients’ upcoming fixed rate expiries.
   • Contacting banks to relay clients’ preferences for rates and terms.
   • Following up additional claims with insurers.
   • Informing clients about pre-approval extensions and reaching out to lenders regarding clients’ extension requests.
3. Data Entry and Reporting:
   • Summarising the list of clients with upcoming refinance and generating arrears reports.
   • Encoding deal pricing, finance dates, and pre-approvals supplied via email.
   • Creating or updating clients’ loan structure sheets.
   • Filing insurance arrears in respective client folders.
   • Filtering clients with upcoming fixed rate expiries.
4. Mortgage Management and Recommendations:
   • Lodging insurance referrals via insurance sites.
   • Checking properties’ values.
   • Setting up clients’ mortgage recommendation and application notes, as well as the nature and scope of advice.

Alyssa’s journey at Affordable Staff reflects her dedication to personal and professional growth. Her educational background, coupled with her experience as an Online English Teacher, positions her as an ideal candidate for roles requiring communication, attention to detail, and organisational skills. Her suitability for a position as a Mortgage Broking Assistant is evident in her friendly demeanor, commitment to excellence, and willingness to learn and improve. Affordable Staff is proud to have Alyssa as a part of our workforce, and we look forward to her continued contributions and achievements in her role.