Team Member Ready for Placement

Andrea is a dedicated and enthusiastic individual with a Bachelor of Science in Management Accounting. Passionate about music, she enjoys singing and chatting with friends during her free time. With a strong academic foundation and a positive attitude, Andrea is well-prepared to tackle challenges in the Mortgage Broking space. Her ability to balance personal interests and academic achievements showcases her versatility and commitment to continuous learning.

Onboarding Training and Assessment
At Affordable Staff, we ensure that every team member possesses a robust understanding of administrative tasks while also gaining a deep appreciation of Australian business practices and cultural nuances. Andrea’s training began with general admin training focused on Mortgage Broking, providing her with the foundational knowledge and context for working with Australian clients. This training ensures she is versatile, capable of handling both general admin tasks and specialised mortgage broking duties.

Andrea’s training for Mortgage Broking VAs encompassed an in-depth focus on mortgage-related tasks, including document processing, data entry, loan application management, and client communication. She gained proficiency in understanding various types of mortgage-related documents and their roles in the loan application process. Andrea also honed her skills in following naming conventions and document editing standards while practicing with common tools such as CRM systems.

This comprehensive training ensured Andrea is well-prepared for real-world mortgage broking tasks, meeting the high standards expected by clients. Her training also addressed key concepts in Australian taxation and business regulations, ensuring she is equipped for a wide range of administrative and financial tasks within the mortgage broking industry.

Affordable Staff Tools Training
Tools training is an integral part of our program, ensuring that team members are proficient in essential software used in day-to-day operations. Andrea was 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.

As part of her Mortgage Broking Foundations course, Andrea focused on tools like Nexus CRM and BrokerEngine, spending considerable time practicing and repeating tasks using these essential tools. She also received training in document processing, editing, and applying the standards necessary for managing loan applications. These tools ensure that Andrea is well-equipped to handle a variety of tasks, improving both efficiency and productivity in Mortgage Broking support roles.

Additional Tools Proficiency
Before joining Affordable Staff, Andrea was already proficient in MS Word, MS Excel, MS PowerPoint, Adobe Photoshop, and Canva. These skills complement her training in accounting and mortgage-related tools like Xero and MYOB, giving her a solid foundation to support both general administrative tasks and specialised Mortgage Broking functions.

Additional Skills and Notable Experience
Andrea holds a degree in Management Accounting, with valuable experience gained through internships at an accounting firm and a local government office’s budget department. She was responsible for tasks like encoding invoices and vouchers, giving her a solid foundation in accounting and administrative support. Her experience also includes a focus on detail-oriented tasks and document management, making her well-suited to the document-heavy nature of Mortgage Broking.

Learning Ability and Work Proficiency
Andrea is a well-organised and self-motivated worker who adapts quickly to new processes. She demonstrates excellent written communication skills and follows instructions with ease, although she may need a little time to fully absorb new procedures. As a highly autonomous worker, Andrea is capable of handling responsibilities independently, making her an asset in Mortgage Broking roles that require both precision and autonomy. Continued improvement in verbal communication will further enhance her proficiency and confidence in client interactions.

Interpersonal Skills and Personal Characteristics
Andrea is known for her warm and charming demeanor, coupled with a diligent work ethic. She shows a readiness to accept responsibility and exhibits brilliant initiative and mental capacity. Her reliable and sincere nature, combined with a patient and orderly approach, makes her a pleasant team member who excels in both Mortgage Broking and administrative roles.

Suitability
Andrea is greatly suitable for general administrative positions, with a strong focus on Mortgage Broking. She is also capable of handling basic social media tasks.

Why Andrea is Suitable for the Role
Andrea’s academic background in Management Accounting, combined with her practical experience in accounting and administrative tasks, makes her an excellent candidate for Mortgage Broking. Her proficiency with key mortgage tools like Xero, MYOB, and BrokerEngine, along with her hands-on training in document processing and loan application management, ensures she is well-equipped to succeed in this field. Andrea’s ability to work autonomously, along with her enthusiasm for learning and her strong interpersonal skills, makes her a valuable asset to any Mortgage Broking team.