Team Member Ready for Placement

Celia is a dedicated professional with a Pharmacy Services Certification and a diverse professional background. She enjoys going to the gym, watching Korean dramas and Netflix, and socialising with friends during her free time. Initially shy and reserved, she quickly opens up as she becomes familiar with her surroundings, demonstrating her adaptability and ability to build connections. Her personal interests and professional experiences reflect her well-rounded character and readiness to take on new challenges.

Onboarding Training and Assessment
At Affordable Staff, we ensure that every team member possesses a robust understanding of administrative tasks while also having a deep appreciation and comprehension of Australian business practices and cultural nuances. This dual focus ensures they are exceptionally well-prepared to support their clients effectively.

Celia’s training began with foundational modules designed to provide a comprehensive overview of administrative competencies. Her training emphasised understanding key mortgage broking concepts, familiarising her with essential documents and their roles in the loan application process, and mastering data entry and document management. Practical exercises were central to her learning, equipping her with hands-on experience to handle a wide range of mortgage broking tasks.

She demonstrated her adaptability and receptiveness to feedback throughout her training, progressively building her confidence and efficiency in performing her tasks. This thorough preparation ensures that she is well-equipped to excel in her role.

Affordable Staff Tools Training
Tools Training is an integral part of Affordable Staff’s onboarding process, ensuring team members are proficient in essential software used in daily operations. Her training included 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.

She also gained exposure to key property management and mortgage broking tools, such as Nexus CRM and BrokerEngine, along with document management platforms like DocHub and Adobe Acrobat. These tools are vital in her role as a Mortgage Broking Assistant, enabling her to manage workflows efficiently and effectively.

Additional Tools Proficiency
Before joining Affordable Staff, she had already developed a broad skill set in various tools, including customer service platforms, technical support systems, and data entry tools. Her ability to adapt to new technologies complements her existing knowledge, ensuring she can quickly become proficient in the software required for her role.

Additional Skills and Notable Experience
Celia’s career spans roles in customer service, sales, retention, data entry, and technical support. She has worked as a customer service representative, sales and retention specialist, back-office analyst, and dispute intake analyst. These roles have honed her communication, organisational, and problem-solving skills, preparing her to manage the complexities of the Mortgage Broking Assistant role.

She has been a dedicated and committed employee at Affordable Staff since June 2024. In her role within the Mortgage Broking space, she has contributed to her client’s success by accomplishing a wide range of tasks, including:

• Data and Information Management
  • Entering client information into database systems.
  • Downloading documents from database systems and uploading them into client folders.
  • Posting informative updates on the Google Business Profile.
• Content Creation and Social Media Management
  • Posting content on social media accounts.
  • Writing and uploading blog content.
  • Designing templates for Facebook and Instagram posts.
  • Developing video templates for client reviews.
• Property and Valuation Reports
  • Preparing property reports.
  • Ordering valuation reports.
• Administrative Support
  • Completing discharge authority forms.

Learning Ability and Work Proficiency
Celia is a well-organised and self-motivated worker who adapts to new processes with determination. She requires minimal supervision and quickly absorbs feedback, using it to refine her approach to tasks. While she initially takes time to adjust to unfamiliar workflows, her methodical nature ensures she delivers quality results once confident in her responsibilities.

Interpersonal Skills and Personal Characteristics
Celia is a warm and reliable individual who exudes professionalism in her interactions. She is diligent, detail-oriented, and results-focused, ensuring tasks are completed to a high standard. Her ability to cooperate harmoniously with others, combined with her maturity and compliance with policies, makes her a valuable team member. Despite her reserved demeanor, she confidently handles customer interactions and thrives in structured environments.

Suitability
Celia is greatly suitable for the role of Mortgage Broking Assistant, leveraging her diverse background and strong communication skills to excel in the industry.

Why Celia is Suitable for the Role
Celia’s extensive experience in customer service and technical support, combined with her training in mortgage broking, makes her a strong candidate for the role of Mortgage Broking Assistant. Her adaptability, excellent communication skills, and commitment to continuous improvement ensure she is well-prepared to handle the complexities of the role. With further exposure to industry-specific tasks, she is poised to thrive and contribute significantly to the success of her team.