PLACED WITH CLIENT

Mike is a dedicated professional and passionate about both his personal and professional pursuits. He holds a Bachelor of Science in Accountancy, having completed two years of the program, and is a graduate of a Bachelor of Science in Accounting Technology. Mike enjoys listening to music and playing video games, reflecting his balanced approach to work and leisure.

Onboarding Training and Assessment

At AffordableStaff, 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. Mike’s training began with a comprehensive overview of real estate, providing him with a strong foundation in general administrative competencies.

The second phase focused on Mortgage Broker Assessment, an intensive two-week course immersing trainees in document processing modules, understanding various types of documents, and their roles in the loan application process. Mike was trained in following naming conventions, editing standards, and fundamental mortgage concepts while familiarising himself with commonly used tools like CRM systems. Tasks included data entry and loan application management, offering a complete view of preparing a loan application. Emphasis on communication skills was enhanced through grammar checks, situational chats, and lender call simulations. By the end of this phase, Mike became proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

AffordableStaff 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
• BrokerEngine Project Management
• Introduction to ApplyOnline
• Scenario-Based Training

This comprehensive approach ensures Mike 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, Mike was identified as proficient with the following tools and softwares:

• Practical Application: Microsoft Word, Outlook, Teams, OneDrive, SharePoint
• Limited Experience: Microsoft Excel, PowerPoint, Adobe Photoshop
• Basic Knowledge: GIMP

Additional Skills and Notable Experience

Mike’s work history includes being a student intern at an executive government department for 1 month and a business process associate at a call center for 3 years and 3 months. These roles have significantly developed his communication and problem-solving skills, making him a versatile team member.

Learning Ability and Work Proficiency

Mike is a diligent and conscientious worker with a high comprehensive capacity and excellent analytical power. He adapts quickly to existing systems and workflows, requires minimal supervision, and consistently shows continuous progress in his work. Mike’s ability to follow instructions with ease, combined with his strong organisational skills, makes him a reliable team member. While relatively new to the industry, his eagerness to learn and adaptability ensure he quickly familiarises himself with new processes.

Interpersonal Skills and Personal Characteristics

Mike is a composed and mature individual with a warm and pleasant demeanor. He is steady, ready to accept responsibility, and reliable in his approach to tasks. Mike’s enterprising initiative, smart and versatile mental capacity, and efficient and resourceful professional ability make him a competent team member. He is enthusiastic and earnest in his work, systematic and methodical in his approach, and friendly and sociable in his interactions. His responsible and thoughtful nature ensures he cooperates well with others, fostering a positive and collaborative work environment.

Suitability

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

Why Mike is Suitable for the Role

Mike’s strong background in accounting, combined with his proficiency in essential administrative tools and software, makes him an excellent fit for the role of an admin team member in the Australian Mortgage Broking space. His ability to quickly adapt to new systems, his conscientious work ethic, and his friendly, engaging personality ensures he will provide high-quality support to clients. Mike’s comprehensive training and assessment at AffordableStaff have equipped him with the necessary skills and knowledge to excel in mortgage broking tasks, making him a valuable asset to any team.