Team Member Ready for Placement

Dhane holds a Bachelor of Science in Psychology and brings with her a warm and diligent attitude, matched by a strong foundation in administrative work gained through multiple internship experiences. She enjoys singing, dancing, composing songs, and playing table tennis and volleyball. Her background in clinical, educational, and industrial settings has helped her develop a high level of attentiveness, responsibility, and initiative, making her a promising candidate for administrative roles. With her keen eye for accuracy, resourcefulness, and capacity for systematic organisation, she is ready to take on the dynamic responsibilities of a mortgage broking admin 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 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
• Introduction to ApplyOnline
• Scenario-Based Training

This comprehensive approach ensures she 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 our onboarding training, Dhane had already learned and gained experience with the following tools and software:

• Practical Application: Word, PowerPoint, Teams, Forms, Canva
• Limited Experience: Excel, Outlook, Trello
• Basic Knowledge: OneNote, Publisher, Sway

Additional Skills and Notable Experience
She has completed internships in three diverse environments: a rehabilitation center, a private school, and a government executive department. These experiences allowed her to support administrative functions such as organising documents, facilitating client activities, assisting in test administration, validating payroll data, and preparing reports and learning materials. Key skills and tasks include:

• Assisting in psychometric test facilitation and daily activity planning
• Organising and encoding student files and test results
• Assisting with evaluation surveys and preparing PowerPoint presentations via Canva
• Encoding audited documents and validating employee payrolls using Excel
• Drafting reports and templates in MS Word
• Supporting HR-style documentation including certifications and contract updates
• Creating observation summaries and learning materials

Dhane has been working with Affordable Staff since July 2025, where she assisted her client with the following tasks:

• Data Processing and Verification
  • Entering applicant data on discharge forms provided by brokers or websites.
  • Inputting applicant data on Verification of Identity forms, ensuring face-to-face verification.
• Data Management
  • Updating applicant details on myCRM with new information from brokers.
  • Updating applicant details on ApplyOnline with new information from brokers.
• Application Handling
  • Completing manual application forms, including purpose, loan amount, interest rates, security value, and Household Expenditure Method; verifying details against myCRM or documents from brokers.
  • Following up on application status by contacting lenders with inquiries or concerns.
• Property Valuation and Checks
  • Checking if Certificate of Sale is present on valuation reports.
  • Reviewing valuation instructions and verifying actions using PropertyHub or Lender Portal.

Learning Ability and Work Proficiency
She demonstrates strong comprehension and analytical skills, quickly adapting to systems and processes while consistently showing progress in her work. She follows instructions with ease, requires minimal supervision, and is highly organised. Despite finding some assessments challenging due to her limited background, she remained persistent and accurate in her output. Her steady pace, motivation, and eagerness to learn position her well for continuous improvement in a fast-paced environment.

Interpersonal Skills and Personal Characteristics
She is a warm and sincere individual with a charming and pleasant demeanor. She is diligent, responsible, and exhibits a cooperative spirit that contributes to a harmonious working environment. Her initiative and resourcefulness reflect her professional capacity, while her attentiveness, patience, and versatility make her an engaging and reliable team member. She actively listens, communicates clearly, and maintains a friendly yet professional conduct across all interactions.

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

Why Dhane is Suitable for the Role
She brings a valuable blend of academic background, hands-on administrative experience, and a strong work ethic, making her well-suited for the mortgage broking VA role. Her attentiveness, organisation, and communication skills, coupled with her willingness to learn and adapt, make her a reliable team member ready to support high-level administrative operations. With continued guidance and exposure, she is poised to thrive in a mortgage broking support environment.