Team Member Ready for Placement

Janzel is a passionate and driven individual who brings a creative edge and strong analytical mindset to his work. With a background in both Mechanical Engineering and Business Administration majoring in Marketing Management, he offers a unique blend of technical insight and business acumen. Outside of work, he enjoys playing the guitar as the lead of his band, listening to music, and exploring creative outlets. His interests and personality reflect a calm, modest, and easy-going nature, paired with a deep commitment to continuous improvement and professional growth.

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

This comprehensive approach ensures he 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, he had already learned and gained experience with the following tools and software:

• Advanced: Microsoft Word & Teams
• Practical Application: Microsoft Excel, PowerPoint, OneDrive, Adobe Photoshop, Canva, LastPass
• Limited Experience: Outlook, OneNote, Forms, Power BI, AutoCAD, Trello, Hubstaff, Wix

Additional Skills and Notable Experience
He previously worked as a freelance social media manager for 4 months, where he handled content creation, digital branding, and audience engagement strategies. His tasks honed both his creative and communication skills, adding marketing and social media fluency to his administrative strengths. He also has experience using visual tools like Canva and Photoshop, complementing his technical familiarity with platforms used in professional environments.

Learning Ability and Work Proficiency
He demonstrates a high capacity for comprehension and analysis. He absorbs new information best with hands-on practice and recorded instruction, allowing him to steadily improve as he gains familiarity. Though he may need time initially to understand new processes, he consistently progresses and performs tasks with increasing confidence and speed. He requires minimal supervision and maintains a well-organised workflow, consistently producing clear and accurate outputs.

Interpersonal Skills and Personal Characteristics
Janzel is gentle, sociable, and industrious, bringing a warm and friendly presence to any team. He is enthusiastic about his work and takes initiative, showing sharpness and efficiency in how he handles responsibilities. His modest yet confident demeanor, paired with a genuine eagerness to learn and grow, makes him a reliable and supportive team member.

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

Why Janzel is Suitable for the Role
He brings a valuable combination of creativity, technical skill, and strong analytical thinking to the mortgage broking space. His ability to quickly adapt to tools, paired with clear communication and excellent organisation, makes him well-prepared to assist brokers. With a proactive mindset, attention to detail, and a calm, team-oriented attitude, he is ready to contribute effectively to any support role within the mortgage industry.