Team Member Ready for Placement

Collin is a motivated and skilled professional with a Bachelor of Science in Civil Engineering. Possessing a strong foundation in analytical thinking and attention to detail, she has transitioned seamlessly into the administrative field, demonstrating adaptability and enthusiasm. With training designed specifically for the mortgage broking industry and diverse past work experience, she is well-prepared to provide exceptional administrative support in this sector. Outside of work, she enjoys singing, playing musical instruments such as the guitar and piano, and engaging in video games, showcasing her creative and balanced approach to personal 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
• 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, Collin had already gained experience with and demonstrated proficiency in the following tools and software:

• Advanced Proficiency: Word, Excel, AutoCAD
• Practical Application: PowerPoint, Outlook, OneNote, Teams, OneDrive, Forms, Canva, SketchUp, Trello, Hubstaff, LastPass
• Limited Experience: Adobe Photoshop

Additional Skills and Notable Experience
Collin brings valuable experience from multiple roles spanning various industries, showcasing her adaptability and diverse skill set. Her professional journey includes working as a tech support representative in a call centre for 2 months, an online English teacher at an educational institution for 2 months, an office engineer in the construction industry for 8 months, and a freelance data annotator and AI trainer in the technology sector for 5 months. These roles have helped her cultivate a well-rounded expertise, allowing her to excel in administrative and technical tasks. Key skills include:

• Demonstrating advanced proficiency in office software such as MS Word, Excel, and PowerPoint.
• Leveraging technical skills in tools like AutoCAD and SketchUp for engineering and design tasks.
• Applying strong verbal and written communication skills in customer service and teaching roles.
• Maintaining excellent organisational practices for data entry and task management.
• Collaborating effectively with teams to achieve shared objectives.
• Analysing and annotating data with precision to support AI and technology-driven projects.
• Showing adaptability and problem-solving abilities across varied professional environments.

Learning Ability and Work Proficiency
She exhibits an analytical and rational mindset, consistently bringing a meticulous approach to tasks. Their work style demonstrates strong determination, perseverance, and readiness to learn. She effectively absorbs new processes and thrives on opportunities for hands-on practice, resulting in improved proficiency over time. With great verbal and written communication skills, they work well with minimal supervision and are adept at staying organised. She is methodical and focuses on delivering high-quality outputs.

Interpersonal Skills and Personal Characteristics
She is friendly and harmonious in team environments, quickly establishing a positive rapport with colleagues. They exude enthusiasm, alertness, and responsibility. Courteous, modest, and resourceful, she is driven to succeed by combining their natural analytical abilities with a cheerful and cooperative attitude. Their reliability and professionalism make them an asset in any administrative role.

Suitability
Collin is greatly suitable for any general mortgage broking or administrative positions, and voice roles.

Why Collin is Suitable for the Role
She is an excellent candidate for administrative roles due to their well-rounded skill set, strong work ethic, and dedicated adaptability to learning new systems and practices. Their technical background, combined with focused training in mortgage broking, ensures they possess the expertise to perform a variety of tasks with precision. Her interpersonal skills, keen attention to detail, and history of professional growth establish her as a reliable and competent addition to any team.