Team Member Ready for Placement

Joy is a dedicated and talented professional and passionate about both her personal and professional pursuits. She holds a Bachelor in Secondary Education, majoring in English. Joy enjoys watching Netflix, listening to music, painting, creating digital artworks, and playing the bass guitar. Her diverse interests and creative hobbies reflect her well-rounded personality and artistic flair.

Onboarding Training and Assessment

At AffordableStaff, 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. Her training began with a comprehensive overview of real estate, providing her with a strong foundation in general administrative competencies.

The second phase focused on Mortgage Broker Assessment, an intensive two-week course immersing trainees in document processing modules, understanding various types of documents, and their roles in the loan application process. Joy was trained in following naming conventions, editing standards, and fundamental mortgage concepts while familiarising herself with commonly used tools like CRM systems. Tasks included data entry and loan application management, offering a complete view of preparing a loan application. Emphasis on communication skills was enhanced through grammar checks, situational chats, and lender call simulations. By the end of this phase, Joy became proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

AffordableStaff 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 Joy 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, Joy was identified as proficient with the following tools and software:

• Advanced: Microsoft Word
• Practical Application: Microsoft Excel, PowerPoint, Publisher, Teams, Forms, Canva
• Limited Experience: Microsoft OneDrive, AutoCAD
• Basic Knowledge: Adobe Photoshop

Additional Skills and Notable Experience

Joy’s work history includes being a customer service representative at a call center for 4 years and 2 months, a bank housing loans admin officer at a home builder company for 1 year and 11 months, a freelance lead generation specialist at a media company for 7 months, and a freelance property management virtual admin assistant at a real estate company for 1 year and 1 month. These roles have significantly developed her communication and problem-solving skills, making her a versatile team member.

Joy joined Affordable Staff last July 2024 and has been contributing to the mortgage broking space. Her tasks include:

• Customer Communication
  • Drafting and sending email campaigns.
  • Creating scripts for email, phone conversations, and voicemails.
  • Calling existing customers to check if they need assistance.
  • Calling warm leads to see if they require help with applications.
  • Sending email communications to existing customers and warm leads.
• Client Management and Tracking
  • Adding client category tags.
  • Maintaining and updating the calls and concerns tracker.
• Reporting and Updates
  • Sending end-of-day reports or updated trackers to clients. ​

Learning Ability and Work Proficiency

Joy is a diligent and conscientious worker with a high comprehensive capacity and excellent analytical power. She adapts quickly to existing systems and workflows and requires minimal supervision. Her ability to follow instructions with ease, combined with her strong organisational skills, makes her a reliable team member. Although she may need a little time to absorb new processes, her eagerness to learn and adaptability ensure she quickly familiarises herself with new tasks.

Interpersonal Skills and Personal Characteristics

Joy is a mature and steady individual with a pleasant demeanor. She is ready and willing to accept responsibility and confident in taking the initiative. Her smart and capable mental capacity, combined with her efficient and experienced professional ability, make her a competent team member. She is keen and orderly in her work, sociable and cordial in her interactions, and outspoken and assertive in her communication. Her responsible and attentive nature ensures she cooperates well with others, fostering a positive and collaborative work environment.

Suitability

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

Why Joy is Suitable for the Role

Joy’s diverse skills, thorough training, and positive attributes make her an excellent fit for the role of an admin team member in the Australian Mortgage Broking space. Her strong foundation in administrative competencies, proficiency in essential tools, and excellent communication skills ensure she can handle a variety of tasks efficiently. Mary’s creative talents, disciplined approach, and dedication to continuous improvement further highlight her suitability for this role. With her well-rounded profile and commitment to excellence, Mary is poised to make a significant impact in her new position.