Team Member Ready for Placement

Dalie, a graduate with a Bachelor of Science in Psychology, brings a unique blend of insight and dedication to her role at Affordable Staff. She is passionate about Korean dramas, anime, and mobile games. Dalie finds joy in taking nature trips, which reflects her appreciation for calm and scenic environments. Her diverse interests shape her relaxed, steady approach to work, allowing her to connect well with clients while providing organised and efficient support.

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 (MB) 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 are 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 Dalie 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, Dalie was identified as proficient with the following tools and software:

• Advanced: Microsoft Word
• Practical Application: Microsoft Excel, PowerPoint, Outlook, Teams, OneDrive, Forms, Hubstaff, LastPass
• Limited Experience: Microsoft OneNote, Trello

Additional Skills and Notable Experience

Dalie’s previous experience includes customer service and human resource support, having worked as a customer service representative for two months at a call center and as a human resource intern for one month. Additionally, she served as a guidance and services intern at a university, where she refined her communication, problem-solving skills, and attention to client needs.

Learning Ability and Work Proficiency

Dalie’s analytical ability and high comprehension make her a consistent and independent worker. Known for her adaptability, Dalie quickly adjusts to new systems and workflows, following instructions seamlessly. Her autonomy as a self-starter is evident in her proactive approach to tasks, and she maintains a high level of organisation in her work. While she is diligent and articulate, continued familiarity with source files and improved time management will further enhance her efficiency. With a bit of guidance on engaging conversational tone, Dalie’s interaction with clients will become even more personable.

Interpersonal Skills and Personal Characteristics

Dalie’s personality is marked by a calm and mild demeanor that lends itself to a smooth, conscientious work style. She has a balanced and stoic approach to tasks, coupled with a ready willingness to take on responsibility. Her colleagues describe her as modest and systematic, finding her reliable and resourceful. Dalie’s sharp intellect and keen interest in her work support her in being both a steady and competent contributor. Ambitious yet humble, Dalie’s quiet confidence and organisational skills make her a natural fit for collaborative tasks, while her conscientiousness ensures thorough, detail-oriented work.

Suitability

Dalie is greatly suitable for any general mortgage broking or general administrative position and is also well-suited for basic social media tasks.

Why Dalie is Suitable for the Role

Dalie’s structured training in mortgage broking, coupled with her previous experience in customer service, equips her to handle the administrative demands of this role confidently. Her calm, diligent personality, combined with her strong learning abilities and adaptability, makes her an asset in the Mortgage Broking space. With proficiency in essential tools and a methodical approach to tasks, Dalie’s profile aligns perfectly with the requirements of an admin team member, poised to contribute effectively to client support and workflow management.