Team Member Ready for Placement

Joanne holds a Bachelor of Science in Management Accounting, after completing two years of her Bachelor of Science in Accountancy. She enjoys listening to music especially Christian songs, watching Netflix, playing video games, and learning through online tutorials such as QuickBooks on YouTube. She has shown strong interest in administrative and accounting-related functions, making her well-suited for roles in the mortgage broking and general administrative space.

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 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, Joanne had already gained experience with the following tools and software:

• Practical Application: Word, Excel, PowerPoint, Procreate, Canva
• Limited Experience: Google Fonts
• Basic Knowledge: Outlook, OneNote, Teams, OneDrive, Power BI, Trello, Hubstaff, LastPass

Additional Skills and Notable Experience
She has experience in auditing and administrative roles, including a three-month internship at a government auditing office and six months as an audit staff member in a private distribution company. She handled store audits, prepared reports, and checked compliance with company policies while using OASIS, Microsoft Word, and Excel for inventory verification and reporting. These roles strengthened her accuracy, confidentiality, and attention to detail, which are highly transferable to mortgage broking and administrative work. She also enhanced her professional growth through seminars with the National Institute for Accounting Technicians, gaining valuable insights into effective communication and workplace collaboration. Key skills she is demonstrating include:

• Conducting cash and inventory counts with accuracy and attention to detail
• Reconciling system records with actual balances to identify discrepancies
• Preparing detailed audit and liquidation reports for review and compliance
• Documenting findings and presenting recommendations for improvement
• Communicating with internal staff to clarify issues and ensure accuracy
• Applying confidentiality standards in handling sensitive information
• Using Microsoft Excel functions to automate calculations and minimise errors
• Reviewing receipts, records, and supporting documents to ensure validity

Learning Ability and Work Proficiency
She demonstrates excellent analytical skills, a logical and critical mind, and the ability to absorb new concepts with practice and structured instruction. She works well with hands-on practice and recorded instruction videos, which allow her to fully grasp processes. She communicates clearly in both written and verbal form, follows instructions carefully, and shows steady progress in her tasks. She is organised, capable of working independently with minimal supervision, and ensures that quality is prioritised over speed.

Interpersonal Skills and Personal Characteristics
She is modest, gentle, and courteous, carrying herself with a calm and pleasant demeanor. She is diligent and systematic in her approach to work, enthusiastic about her responsibilities, and capable of harmoniously cooperating with others. She shows initiative, is ready to take responsibility, and demonstrates professionalism in her conduct. Her thoughtful and steady nature allows her to thrive in structured environments while maintaining positive relationships with colleagues.

Suitability
Joanne is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles.

Why Joanne is Suitable for the Role
Her background in auditing and accounting, combined with her training in mortgage broking support, equips her with the precision, confidentiality, and organisational skills essential for administrative and loan processing tasks. Her ability to manage data accurately, prepare detailed reports, and communicate findings effectively makes her well-prepared for client-focused roles. With strong technical skills, a diligent work ethic, and a professional yet approachable personality, she is an excellent fit for a mortgage broking support role where accuracy, efficiency, and reliability are highly valued.