PLACED WITH CLIENT
PERSONAL DETAILS
Name: Shalter Hex Paolo Juarana
Date of Birth | Gender | Marital Status |
---|---|---|
12 March, 1997 | Male | Single |
Interview with Shalter
ABOUT SHALTER
Shalter is a dedicated and enthusiastic individual, recently completing his initial training and testing at AffordableStaff. He enjoys reading books and watching Netflix in his spare time. Shalter likes to stay productive on the weekends through his side hustle doing photo shoots. He has completed two years of a Bachelor of Science in Chemical Engineering, showcasing his strong academic background and analytical skills.
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. 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.
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 [insert first name] 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 onboarding, Shalter demonstrated proficiency with several tools and software:
- Advanced: Canva
- Practical Application: Microsoft Word, PowerPoint, Teams, OneDrive
- Limited Experience: Microsoft Excel, Outlook, Power BI, Adobe Photoshop, After Effects, GIMP
- Basic Knowledge: Microsoft OneNote, SharePoint, Forms
Additional Skills and Notable Experience
Shalter has valuable experience working as a technical support representative at a call center for three years, where he honed his customer service and technical troubleshooting skills. He also owns and operates his own photography studio, demonstrating his entrepreneurial spirit and creativity.
Learning Ability and Work Proficiency
Shalter has a high comprehensive capacity and excellent analytical power, consistently maintaining good results in his work. He grasps every opportunity to learn and expand his knowledge, often raising questions and engaging in discussions. As an independent and steady worker, Shalter is highly motivated, determined, and perseverant. He adapts quickly to existing systems and workflows, follows instructions with ease, and is highly organised. While he may experience a brief adjustment period as he familiarises himself with new workflows and tools, his determination and diligence ensure he will quickly become an effective and confident admin assistant.
Interpersonal Skills and Personal Characteristics
Shalter is calm, composed, and mature, presenting himself in a pleasant manner. He is diligent, eager to accept responsibility, and reliable, showcasing his readiness to contribute effectively to any team. Shalter is enterprising, sharp, smart, versatile, resourceful, capable, and efficient. His keen interest in work and earnest attitude make him a valuable team member. He is systematic, orderly, amicable, cordial, and modest, ensuring smooth cooperation with others. Thoughtful, ambitious, eloquent, and attentive, Shalter combines these traits with his high comprehensive capacity, excellent analytical power, and determination, making him a highly motivated and steady worker.
Suitability
Shalter is greatly suitable for any general mortgage broking or general administrative position, including voice roles and basic social media.
Why Shalter is Suitable for the Role
Shalter’s combination of technical skills, strong work ethic, and positive attitude makes him an excellent fit for the role of an admin team member in the Australian Mortgage Broking space. His thorough training, proficiency with essential tools, and outstanding interpersonal skills ensure he can handle various administrative tasks efficiently. With his high learning capacity and strong determination, Shalter is poised to excel in supporting mortgage broking operations and contributing significantly to the team’s success.
EDUCATIONAL BACKGROUND
Degree: Bachelor of Science in Chemical Engineering
Level: Completed 2 years
EMPLOYMENT HISTORY
Business name: Affordable Staff
Position: Mortgage Broking Administrative Assistant
Date of Employment: August 2024 – Present
Business name: Artsy Lens Studio
Position: Owner | Photographer | Editor
Date of Employment: December 2020 – Present
Business name: Concentrix
Position: Technical Support Representative
Date of Employment: October 2017 – October 2020
SKILL SET SUMMARY
English Composition
DISC
VAK