READY FOR PLACEMENT

Brent is a dedicated and resourceful individual with a strong academic background and diverse work experience. Holding a Bachelor of Science in Commerce Major in Information Management, Brent has also completed two years of a master’s program in Information Technology. He enjoys an active lifestyle, including hiking, engaging in church activities, and volunteering on weekends. Brent is passionate about cooking and spending time watching informative YouTube videos, always eager to explore new interests and contribute positively to his community.

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 (MB) 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 are 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
• BrokerEngine Project Management
• Introduction to ApplyOnline
• Scenario-Based Training

This comprehensive approach ensures Brent 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 Skills and Notable Experience

With over 9 years of experience across customer service, technical support, account management, and IT roles, Brent brings a wealth of skills to his role. His background includes serving as a technical support representative, account specialist, IT specialist, and customer service representative. This extensive experience has enhanced his communication, problem-solving, and technical skills, making him well-rounded and adaptable to various client needs.

Brent has been working with Affordable Staff since May 2024 within the mortgage broking space where he assisted his client with the below tasks:

• Document Management and Requests
  • Sending out and handling document requests and client center access
  • Following up on document updates and client responses
• Data Entry and System Updates
  • Entering data in loaning apps and forms
  • Updating CRM with settlement information
• Lodgement and File Preparation
  • Saving loan documents and organising files for lodgement
  • Assembling and preparing files for lodgement
  • Requesting and processing pricing details
• Progress Tracking and Follow-ups
  • Following up on file progress post-lodgement
  • Tracking file progress within banks’ queues
  • Monitoring return of signed mortgage documents ​

Learning Ability and Work Proficiency

Brent is a consistent and steady worker, recognised for his ability to work independently and willingness to learn. He has demonstrated strong written and verbal communication skills, marked by an assertive yet approachable style. Although Brent benefits from hands-on practice and may require initial support while learning new systems, he quickly adapts to routines. His ability to follow instructions is commendable, and he continuously seeks ways to expand his knowledge base. His area for growth lies in proactively reaching out for assistance when encountering new or complex tasks, a skill he is actively working to enhance.

Interpersonal Skills and Personal Characteristics

Brent brings a balanced and professional demeanor to the team. His calm and stoic nature, combined with a quick response to tasks, reflects his maturity and readiness to take on responsibilities confidently. Brent is capable and competent, displaying patience and a keen interest in his work. His amiable and courteous manner makes him easy to collaborate with, and he has a modest yet assertive approach that allows him to engage effectively with clients and team members alike. Brent’s enterprising mindset, coupled with a friendly and obliging personality, ensures that he is not only productive but also a supportive and approachable colleague.

Suitability

Brent is greatly suitable for any general mortgage broking or general administrative position, as well as voice roles.

Why Brent is Suitable for the Role

Brent’s combination of experience, adaptability, and professionalism makes him an ideal candidate for the Australian Mortgage Broking space. His solid foundation in customer service and IT, along with his newly acquired mortgage broking skills, equips him with the expertise needed to manage loan application tasks efficiently and confidently. Brent’s diligence, receptiveness to feedback, and willingness to learn will continue to drive his growth and performance in this role.