Team Member Ready for Placement

Danna is a diligent and motivated professional whose strong work ethic and positive attitude make her an asset to any team. With a Bachelor of Science in Criminology and diverse work experience in customer service, teaching, and virtual assistance, she has honed her skills in attention to detail, communication, and multitasking. Her passion for learning and her patient, understanding approach have helped her develop excellent interpersonal skills, enabling her to effectively connect with clients and colleagues alike.

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
• BrokerEngine Project Management
• 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 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
Before her onboarding training with Affordable Staff, she had already learned and gained experience with the following tools:

• Advanced Proficiency: Word, Canva
• Practical Application: Excel, PowerPoint, Outlook, Teams, Trello, LastPass

Additional Skills and Notable Experience

Danna has cultivated a strong skill set through her diverse experience in customer service, education, and virtual assistance roles. Her work includes managing customer inquiries and troubleshooting electronic devices as a part-time customer service assistant, teaching English pronunciation, grammar, and communication skills to students as an online English teacher, and serving as a freelance virtual assistant, coordinating bookings, managing schedules, conducting data entry, and processing payments. Her varied roles showcase her ability to efficiently balance multiple tasks, demonstrate problem-solving skills, and uphold high standards in customer service. Key skills and tasks include:

• Providing customer service and resolving inquiries
• Coordinating schedules and bookings
• Conducting data entry and processing payments
• Managing inventory using Microsoft Excel
• Teaching grammar and communication skills effectively
• Communicating professionally via Gmail, WhatsApp, and other tools

Learning Ability and Work Proficiency
She has a natural aptitude for learning and takes a hands-on approach to mastering new skills. She is an active listener and a clear communicator who values thorough understanding before completing tasks, ensuring accuracy and efficiency in her work. She is well-organised, requires minimal supervision, and seamlessly adapts to new challenges. While new to the mortgage broking industry, she has demonstrated a determined and proactive approach to learning.

Interpersonal Skills and Personal Characteristics
Her warm and mature personality is reflected in her ability to build harmonious relationships with colleagues and clients. She is sincere, responsible, and calm under pressure, consistently showcasing her initiative and resourcefulness. Her genuine enthusiasm for helping others and interest in her work make her not just a competent professional but also an approachable team member.

Suitability
Danna is greatly suitable for general mortgage broking and administrative roles, with additional suitability for voice roles.

Why Danna is Suitable for the Role
Her combination of solid work experience, proven administrative capabilities, and a proactive learning mindset makes her an excellent addition to any mortgage broking or general admin team. Her ability to adapt, multitask, and maintain a high level of detail in her work ensures she is well-equipped to handle the responsibilities of the Australian mortgage broking space. With her positive energy, professionalism, and eagerness to contribute, she is a standout candidate for this role.