Team Member Ready for Placement

Shaine holds a Bachelor of Science in Electronics Engineering. She enjoys general exercise, video games, and music, with hobbies including weightlifting, cardio, watching movies, and playing online games. With a strong technical foundation, hands-on internship experience, and a year of virtual assistant work, she is well-prepared to take on administrative and mortgage broking tasks with diligence and adaptability.

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

Prior to our onboarding training, she has also been identified as proficient with the following tools and software:

• Practical Application: Canva, Word, Excel, PowerPoint, Forms
• Limited Experience: Teams, OneDrive
• Basic Knowledge: Wix, WordPress, Adobe Photoshop, Outlook, OneNote, DocuSign

Additional Skills and Notable Experience

She has gained valuable experience from both her internship and her virtual assistant role.

• Internship Experience: Served as an electronics engineer intern in the avionics department of an aircraft maintenance company, assisting in maintaining communication systems and electronics circuitry. She also supported aircraft mechanics during checkups, worked in the flightline department managing documents such as flight details and audits, and adapted to multiple departments based on workload.
• Virtual Assistant (1 year and 2 months): Provided administrative support on a freelance platform, handling tasks such as creating documents, managing schedules, preparing presentations, and coordinating communications.
• Other Notable Experience: As a student leader, she used tools like Canva, Microsoft Office, Google Workspace, and Zoom for publication materials, documentation, tracking projects, and communications, demonstrating strong organisational and leadership skills.

Learning Ability and Work Proficiency

Shaine is a steady worker with high comprehension and analytical capacity. She adapts quickly to systems and workflows, follows instructions with ease, and is capable of working independently with minimal supervision. She is well-organised, self-motivated, and consistent in her work, with strong written and verbal communication skills. While she occasionally faces challenges in efficiency when handling bulk files or complex tasks, she is eager to improve and refine her methods, showing strong potential to excel in her role.

Interpersonal Skills and Personal Characteristics

She is calm, composed, and pleasant, with a responsible and thoughtful nature. She demonstrates diligence, initiative, and resourcefulness, coupled with a systematic approach to her work. She is amiable and cooperative, making her a harmonious team member, while also showing readiness to take responsibility. Her earnest interest in her work and professional conduct highlight her reliability and capacity to contribute meaningfully in collaborative settings.

Suitability

Shaine is greatly suitable for any general mortgage broking or general administrative position, including suitability for voice roles.

Why Shaine is Suitable for the Role

Shaine brings a balance of technical knowledge, administrative experience, and strong adaptability, making her an excellent fit for the Mortgage Broking space. Her background in engineering, combined with her internship and virtual assistant experience, has equipped her with accuracy, attention to detail, and versatility—qualities vital for handling mortgage and administrative tasks. With strong communication skills, the ability to work independently, and proficiency in essential tools, she is well-positioned to provide efficient and reliable support to clients.