Team Member Ready for Placement

Mary is a dedicated individual with extensive experience in administrative and customer service roles. Her strong foundation in time management and organisational skills reflects both her personal and professional life. She holds a degree in Agribusiness and has benefited from hands-on exposure to diverse operational and technical tasks throughout her career. A lifelong learner, she is diligent in adapting to new systems and workflows, making her a capable asset to any team, especially in the mortgage broking environment. Her personal interests in reading and crafting showcase her creative side, while her experience in leadership roles highlights her initiative and ability to manage responsibilities effectively.

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.

Additional Tools Proficiency
Prior to our onboarding training, Mary had already learned and gained experience with the following tools:

• Proficient Application: Word, Excel, PPT, Canva
• Limited Experience: Outlook, OneDrive, Adobe Photoshop
• Basic Knowledge:  Teams

Additional Skills and Notable Experience
She has accumulated nearly five years of experience in the customer service and technical support industry, having worked as an associate for two call centres. She also spent three years volunteering as chairwoman for a local farmers and fisherfolk association, showcasing her leadership and organisational capabilities. Additionally, she has freelance experience as a proofreader and completed an internship within the government sector at the municipal office, where she honed her administrative and project management skills. Her experience highlights the following key skills:

• Handling customer inquiries, sales, and troubleshooting technical issues.
• Utilising various software like ACSR, TAS, and mapping tools for client management and updates.
• Documenting client issues within CRM systems and ensuring proper communication for seamless support.
• Leading a farmer and fisherfolk association as a volunteer chairwoman for three years, organising training sessions, and extending innovative solutions.
• Proficiency in administrative tasks like drafting reports, event organising, and project monitoring during her internship.

Learning Ability and Work Proficiency
She demonstrates a meticulous and analytical approach to her work, ensuring a strong grasp of tasks while maintaining excellent results. She efficiently adapts to new systems, processes, and workflows, requiring minimal supervision. Her ability to follow instructions, paired with a keen attention to detail and time management, ensures task accuracy and timely completion. Resourceful and eager to learn, she seeks continuous improvement, showing significant potential for growth in administrative roles.

Interpersonal Skills and Personal Characteristics
She is a warm and approachable professional with maturity and readiness to take on responsibility. Her diligence and enterprising nature contribute to her capacity for handling challenges effectively. Her strong organisational skills and ability to cooperate harmoniously with others are complemented by her thoughtful and punctual nature. Known for her proactive and engaging communication style, she builds positive relationships, ensuring a welcoming environment in all her professional interactions.

Suitability
Mary is greatly suitable for general mortgage broking or administrative positions, including voice roles and basic social media management.

Why Mary is Suitable for the Role
Mary’s background in customer service, combined with her administrative proficiency and eagerness to contribute, positions her as an excellent fit for the mortgage broking space. Her initiative, resourcefulness, and proven ability to adapt to new challenges underscore her potential for success. Armed with a robust training foundation and a strong work ethic, she is well-prepared to support teams with professionalism and dedication.