Team Member Ready for Placement

Josrod is an enthusiastic and conscientious professional with a strong educational background, holding a Bachelor of Secondary Education with a major in English. He is equipped with the skills and knowledge to excel in supporting mortgage broking and administrative roles. In addition to his strong work ethic and dedication to excellence, he enjoys maintaining a balanced lifestyle outside of work. He is passionate about staying active through going to the gym, unwinding with Netflix, and engaging in video games during his free time. Combined with his meticulous nature and commitment to professional growth, he is ready to bring valuable contributions to any team he joins.

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, providing a complete understanding of the loan application process.

We also emphasise communication skills, enhancing them through grammar checks, situational chats, and lender call simulations. By the end of this phase, our trainees are proficient in handling mortgage-related tasks, consistently 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 virtual assistants 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 gain expertise in the following areas:

• Introduction to Mortgage Broking
• Document Processing Basics
• Hands-on Document Processing
• Document Editing Standards and Advanced Processing
• Broker/Virtual Assistant Communication
• Nexus CRM Training
• Introduction to ApplyOnline
• Scenario-Based Training

This comprehensive approach ensures he is well-equipped to handle a variety of tools and tasks. The extensive practice with Nexus CRM and BrokerEngine guarantees that he is not only knowledgeable but also highly proficient in using these essential tools.

Additional Tools Proficiency
Prior to his training with Affordable Staff, Josrod already learned and gained experience with the following tools:

• Practical Application: Word, Canva
• Limited Experience: Excel, PowerPoint, Outlook, Teams, OneDrive, WordPress, Trello, Hubstaff, LastPass
• Basic Knowledge: OneNote

Additional Skills and Notable Experience
Currently building on his professional expertise, he brings a blend of experience from various roles in the education, virtual assistance, and social media management industries. Over a span of several months, he has held valuable roles such as a two-week part-time virtual assistant as a social media manager for a business-to-business service, a teaching intern at a high school for two months, a youth support worker intern for two and a half days, and has completed a four-month field study at his university. His exposure to these diverse positions has equipped him with essential skills and adaptability needed for administrative and client-facing roles. Key skills include:

Learning Ability and Work Proficiency
He is an adaptive and diligent learner with excellent comprehension and analytical skills. He consistently delivers strong results by following instructions with ease and promptly adapting to existing workflows and systems. He works autonomously and requires minimal supervision, ensuring tasks are completed in an organised and timely manner. Although he exhibits caution in approaching new tasks due to his meticulous nature, this demonstrates his commitment to precision and continuous improvement.

Interpersonal Skills and Personal Characteristics
He is a warm and friendly professional who works harmoniously with colleagues and maintains a composed and pleasant demeanour. He is highly conscientious and reliable, consistently demonstrating responsibility and initiative. Known for his resourcefulness, organisational skills, and earnest approach to work, he is an approachable and sincere team player. His ability to articulate thoughts clearly and actively listen to others makes him an outstanding communicator.

Suitability
Josrod is greatly suitable for general mortgage broking or general administrative positions, and extends his capabilities further to suit voice roles.

Why Josrod is Suitable for the Role
His combination of a strong educational foundation, proven adaptability, and a commitment to providing exceptional service makes him an excellent candidate for this role. His proficiency with essential tools, along with his experience in client communication and administrative tasks, ensures he is well-prepared to excel in the mortgage broking space. Additionally, his constructive approach to feedback, meticulous working standards, and ability to work independently further highlight why he will be a valuable asset to any team in need of reliable and professional support.