PLACED WITH CLIENT

Kristofer is a dynamic individual with a rich background in business administration. Dedicated to his professional and personal growth, Kristofer enjoys going to the gym, reading books, playing video games and chess, watching historical documentaries, and upskilling in data analytics. He holds a Bachelor of Science in Business Administration, majoring in Business Economics and Operations Management, making him well-versed in the intricacies of the business world.

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 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 Kristofer 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

Before our onboarding training, Kristofer was identified as proficient with MS Excel, MS Office, Google Suite, Canva, Videopad, and Adobe Premiere. This proficiency complements his training and enhances his capability to handle various tasks efficiently.

Additional Skills and Notable Experience

His notable skills include financial analysis, reporting, stock market trading, bookkeeping, data analysis, journaling, and basic to intermediate video editing.

Learning Ability and Work Proficiency

Kristofer exhibits exceptional learning abilities, quickly adapting to new systems and workflows. His logical, critical, and keen mind, and articulate communication skills, make him highly proficient in his tasks. He is a self-starter, requires minimal supervision, and is highly organised. Though new to Australian taxation laws, he is eager to learn and apply his knowledge to specific tasks, particularly ITR preparation and filing.

Interpersonal Skills and Personal Characteristics

He is composed and alert, demonstrating reliability and confidence in his responsibilities. Systematic in his approach and harmonious in cooperation, Kristofer is eloquent and articulate, making him an effective communicator. He shows readiness to accept responsibility and is proactive in his tasks, reflecting his maturity and diligence.

Suitability

Kristofer is greatly suitable for any mortgage broking position, including voice roles.

Why Kristofer is Suitable for the Role

Kristofer is an intelligent and mature individual who has demonstrated diligence in his tasks. His educational background, combined with hands-on experience in bookkeeping for his family’s real estate business and as a freelance accountant, makes him an excellent fit for the Mortgage Broking role. His ability to quickly adapt, keen interest in learning, and proficiency with various tools and software further enhance his suitability for this position.