Team Member Ready for Placement

Sheryl is a committed and diligent individual with a Bachelor of Science degree in Business Administration, majoring in Financial Management. With strong administrative experience and a background in management, she has consistently exemplified dedication to her professional responsibilities. She enjoys reading books, painting, sketching, and writing poetry in her leisure time, showcasing her creative side. Her varied interests and professional experiences make her a well-rounded candidate for business and administrative roles.

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.

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
• Introduction to ApplyOnline
• Scenario-Based Training

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.

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, she had already gained experience with and developed proficiency in several tools. Her proficiency includes:

• Practical Application: Word, Excel, PowerPoint, and Canva
• Limited Experience: Outlook
• Basic Knowledge: OneNote and OneDrive

Additional Skills and Notable Experience

She possesses a wealth of professional experience across multiple industries, building her expertise in management, customer service, and operational tasks. She has held roles such as a cashier and encoder at a retail store for 6 months; a store staff and head cashier at a retail merchandising store for 6 months; a base assembly data entry operator for an electronic parts supplier for 5 months; an assistant restaurant manager for over 2 years, where she honed her leadership and organisational skills; and an HR specialist for learning and development and procedural trainer at a construction company for 2 years, managing training processes, creating procedures, and ensuring quality assurance standards. Key skills include:

• Developing expertise in training employees while ensuring compliance with quality policy standards
• Creating and maintaining procedures, forms, checklists, and reports to streamline workflows
• Building knowledge of event planning, cross-departmental training facilitation, and internal team communication
• Demonstrating skill in people management and the ability to maintain strong, professional communication
• Collaborating with external professional trainers to design and deliver specialised training sessions
• Gaining hands-on experience with collaborative tools, including Google Sheets, Google Forms, Excel, Word, PowerPoint, and Canva, for tasks such as designing, tracking, and reporting

Learning Ability and Work Proficiency
She demonstrates exceptional learning and analytical capabilities, effectively absorbing and applying new information in her work. Her diligent and conscientious work ethic ensures that tasks are completed with accuracy and care. She is an active listener, quickly adapts to established systems and workflows, and follows instructions with ease, contributing to efficient performance. She demonstrates a high level of precision and attention to detail in her work and is proactively enhancing her efficiency to further improve productivity. She requires minimal supervision and is adaptable, organised, and a reliable asset to any team.

Interpersonal Skills and Personal Characteristics
She exemplifies a friendly, warm, and composed demeanour, making her an excellent team player. She is diligent, resourceful, and highly motivated. Known for her methodical and harmonious approach, she builds positive relationships and fosters a sense of collaboration in her team. Her thoughtful and professional nature ensures she treats colleagues with respect, while her commitment to excellence is evident through her proactive efforts to improve. Her sincerity and ability to communicate effectively make her an asset to any organisation.

Suitability
Sheryl is highly suitable for any general mortgage broking or general administrative position. She also demonstrates additional suitability for voice-based roles and basic social media management.

Why Sheryl is Suitable for the Role
Her diverse professional background, strong organisational capabilities, and comprehensive training in business practices make her an excellent choice for administrative and mortgage broking roles. She combines her hands-on experience in management, procedural training, and client-focused communication with her proficiency in essential tools and software. Her commitment to accuracy, ability to excel with minimal supervision, and methodical approach ensure that she will be a reliable and effective member of any team. Poised and resourceful, she has both the technical expertise and personal attributes to excel as an administrative team member in the mortgage broking industry.