Team Member Ready for Placement

Jericah is a highly motivated and accomplished professional with a Bachelor of Science in Civil Engineering and is currently pursuing a Juris Doctor degree. She brings a distinctive combination of technical expertise and analytical acumen to her role. Passionate about administrative work, she excels in detail-oriented tasks and is eager to make meaningful contributions to the mortgage broking space. Her proactive mindset, paired with a strong commitment to continuous learning, makes her a valuable asset to any team.

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. 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, Jericah has been identified as proficient with the following tools and software:

• Practical Application: AutoCAD, Canva, SketchUp, Word, Excel, PowerPoint, Outlook, Teams, OneDrive, SharePoint
• Limited Experience: Adobe Photoshop, OneNote, Publisher, Project
• Basic Knowledge: Microsoft Power BI

Additional Skills and Notable Experience

Drawing from her diverse professional background, she is demonstrating an impressive ability to apply her expertise in administrative and analytical tasks, as evidenced by her previous roles. She has accumulated significant experience from working as a part-time assistant estimator at a construction company for 5 months, an engineer at a government department for 1 year, a cost control engineer and contracts administrator at a contracting company for 1 year, and a cost control engineer at an engineering consultancy for 1 year. Key skills include:

• Generating monthly cash flows to ensure expenses remain on budget.
• Managing data and invoices while maintaining systematic and organised workflow processes.
• Drafting professional claims correspondence for clients and vendors.
• Liaising with vendors, subcontractors, and clients to address invoicing, payment, and documentation matters.
• Cost control and cash flow management, ensuring compliance with budgets and timelines.
• Proficient in data management and detailed reporting using Microsoft Office tools, particularly Excel.
• Effective communication and relationship management with clients and stakeholders.
• Adaptability to utilise specialised systems, such as enterprise resource management software

Learning Ability and Work Proficiency
She demonstrates excellent learning capabilities, showcasing a high degree of comprehension and analytical thinking. Her forward-thinking approach and keen interest in expanding her knowledge make her a standout team member. She quickly adapts to new systems and workflows, requiring minimal supervision while maintaining a well-organised workflow. She excels at following instructions with precision and is attentive to detail, ensuring the consistent delivery of high-quality results. While her entry into the mortgage industry has been a new venture, she has already demonstrated commendable grasp and dedication to mastering her responsibilities, overcoming challenges by focusing on the core details of her tasks.

Interpersonal Skills and Personal Characteristics
She possesses a calm, pleasant, and mature demeanour, making her a valuable team player and a pleasure to work with. Her sincerity, reliability, and readiness to accept responsibility stand out as her trademarks. She is resourceful, well-organised, and systematic in her approach to problem-solving. Furthermore, her engaging communication style, combined with her diligence and amiable personality, creates a professional yet approachable work presence. Her ability to maintain composure under pressure, along with her intellectual versatility and keen interest in her work, makes her an exemplary professional.

Suitability
Jericah is greatly suitable for general mortgage broking and general administrative roles. She is also highly capable of contributing to voice roles, basic social media tasks, and basic video editing responsibilities as part of her skill set.

Why Jericah is Suitable for the Role
Her strong educational foundation, diverse professional experience, outstanding skill set, and proven ability to learn and adapt make her an excellent fit as an admin team member in the mortgage broking space. Her expertise in tools and software, coupled with her effective communication, systematic work organisation, and keen analytical abilities, will allow her to manage tasks with efficiency and confidence. Her enthusiasm for learning and her positive interpersonal skills ensure that she will integrate seamlessly into a team environment and deliver exceptional support to clients.