PLACED WITH CLIENT

Kyle is a dynamic and detail-oriented individual with a Bachelor of Science in Computer Engineering. As a passionate enthusiast of game development, programming, and animation, Kyle balances his technical expertise with creative pursuits in arts, music, and filmmaking. In his personal time, he enjoys watching anime, playing video games, and listening to music. His diverse interests and skills make him a well-rounded candidate, ready to excel in the Australian Mortgage Broking space.

Onboarding Training and Assessment

Kyle has successfully completed his onboarding training at AffordableStaff, where he demonstrated strong adaptability and proficiency in a range of administrative tasks. The training program is designed to equip team members with a thorough understanding of Australian business practices, crucial for effective client support. His training began with an overview of real estate administration, providing him with the foundational skills necessary for various administrative duties.

The next phase of his training focused on Mortgage Broker (MB) Assessment, an intensive two-week course that immersed him in document processing, naming conventions, and editing standards. He excelled in tasks such as data entry, loan application management, and communication simulations with lenders, showing a clear understanding of fundamental mortgage concepts and commonly used tools like CRM systems. By the end of this phase, Kyle was proficient in handling mortgage-related tasks, ready to meet the high standards expected by our clients.

AffordableStaff Tools Training

His training also included comprehensive tools training, which is essential for efficient daily operations. He gained proficiency in several key software applications, including 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.

As part of the Mortgage Broking Foundations course, Kyle focused heavily on Nexus CRM and BrokerEngine. These tools are critical for mortgage broking VAs, and he spent considerable time practicing and mastering them. His expertise in these areas ensures he is well-prepared to support mortgage broking operations with precision and efficiency.

Additional Tools Proficiency

Before joining AffordableStaff, Kyle was already proficient with a range of tools, including Adobe XD, Photoshop, Adobe Premiere Pro, Audacity, MS Office, and Google Sheets. During his training, he further expanded his skills, becoming adept at using Gmail, Microsoft Excel, Trello, MyCRM, Optus Loop, Google Sheets, Dropbox, Adobe Acrobat, ILovePDF, and RingCentral. These tools, combined with his creative background, make Kyle a versatile asset to any team.

Additional Skills and Notable Experience

Kyle brings valuable experience from his previous role as a Technical Support Representative, where he honed his communication and problem-solving skills. At AffordableStaff, Kyle is actively involved in several key areas of support within the team, focusing on the following main tasks:

• Document Management and Processing:
  • Tracking and processing documents such as progress payment authority, valuation reports, and discharge authority.
  • Compiling, reviewing, and lodging information in MyCRM.
  • Gathering invoices and ensuring all documentation is accurate and up-to-date.
• Client and Lender Communication:
  • Monitoring and sorting emails, making follow-up calls to lenders and clients, and updating application statuses.
  • Coordinating with stakeholders to ensure all necessary documents are received and processed in a timely manner.
• Data Entry and System Updates:
  • Entering and updating relevant data from audit sheets, tracking application statuses, and updating tools and systems.
  • Maintaining databases, updating leads on Trello, and ensuring the accuracy of all records.
• Technical Support and Troubleshooting:
  • Assisting with technical issues related to the processes, ensuring smooth operation of the tools, and providing support where necessary.

Learning Ability and Work Proficiency

He has demonstrated a strong ability to learn and adapt quickly. He is a steady worker who shows continuous progress, with an analytical mind that allows him to tackle tasks independently. His communication skills, both written and verbal, are excellent, and he is articulate and eloquent in his interactions. Kyle requires minimal supervision and is highly organised, ensuring that his work is thorough and accurate. While he occasionally needs time to absorb new processes, he consistently double-checks his output and seeks clarification when needed, showing a commitment to delivering high-quality work.

Interpersonal Skills and Personal Characteristics

He is known for his calm and composed demeanor, which makes him a pleasant and dependable team member. He approaches his work with a meticulous and steady attitude, ensuring that tasks are completed with care and precision. Kyle’s industrious nature is evident in his willingness to take on responsibilities and his proactive approach to challenges. He is a versatile thinker, capable of finding creative solutions, and his systematic organisation skills make him efficient in his work. His ability to cooperate harmoniously with others, combined with his punctuality, attentiveness, and courteous nature, makes him a valuable asset to any team.

Suitability

Kyle is highly suitable for general mortgage broking or administrative roles, as well as voice roles, basic social media management, and basic video editing.

Why Kyle is Suitable for the Role

Kyle’s blend of technical expertise, creative skills, and strong work ethic makes him an excellent fit for the Australian Mortgage Broking space. His comprehensive training, coupled with his ability to adapt and learn quickly, ensures that he is well-prepared to take on the challenges of the role. His calm and composed personality, combined with his meticulous approach to tasks, guarantees that he will provide reliable and efficient support. His experience in both technical support and creative fields gives him a unique perspective, making him not only a competent administrator but also a resourceful problem solver. Overall, Kyle is a well-rounded candidate who is poised to excel in his new role.