Meet Jane, a distinguished professional and an esteemed member of the Affordable Staff team. Armed with her educational background, Jane has brought her extensive skill set and expertise to her role as a Mortgage Broking Assistant. Her tenure at Affordable Staff is marked by her dedication to continuous improvement and her unwavering commitment to delivering excellence.
Work History:
Before joining Affordable Staff, Jane built a robust foundation during her nine-year tenure as a customer service and technical support representative at various call centers. Her responsibilities encompassed serving U.S. customers and providing household services, including cable TV, Internet, phone, and healthcare services. This extensive experience demonstrates her adaptability and versatility in catering to diverse customer needs.
Personal Details:
Jane possesses a well-rounded set of personal interests that reflect her diverse nature. She finds enjoyment in video games, reading books, and actively participating in church activities. Her passion for video games showcases her ability to engage in strategic thinking and her appreciation for immersive storytelling.
Personality and Traits:
Jane is known for her professional demeanor and friendly disposition. While she may initially be a bit reserved, she quickly opens up when she becomes familiar with her surroundings. Her maturity and data-driven mindset set her apart as a professional who values precision and accuracy in her work.
Skills and Communication:
Jane possesses strong written and verbal communication skills, enabling her to convey ideas effectively and engage with team members and clients. Her ability to adapt quickly to existing systems and workflows demonstrates her readiness to embrace new challenges and technologies. Jane’s keen attention to detail and dedication to delivering accurate results make her an asset in her role.
Supervision and Organisation:
Jane’s autonomy as a self-starter allows her to excel with minimal supervision. Her exceptional organisational skills ensure that tasks are managed efficiently and completed to the highest standard. While she values precision, she continually improves her work speed as she becomes more familiar with industry practices and tasks.
Current Employment with Affordable Staff:
Jane has been an invaluable member of the Affordable Staff team since April 2021, specialising in the dynamic mortgage broking arena. Her role is central to facilitating various aspects of the mortgage application process, requiring meticulous attention to detail and proactive client communication. Jane’s dedication to delivering exceptional service is evident in her daily tasks. These tasks include:
- Client Onboarding and Information Gathering:
- Loading new clients into the system to initiate the application process.
- Sending credit guides to clients, ensuring transparency and compliance.
- Gathering comprehensive client information to support the application.
- Document Management and Data Entry:
- Saving and processing supporting documents for storage and submission.
- Entering data into the CRM, including updating client information and financials.
- Generating credit reports and ordering property reports to assess eligibility.
- Financial Assessment and Application Processing:
- Evaluating borrowing capacity based on client financials and credit reports.
- Reviewing client’s tax returns and financial reports to ensure compliance.
- Completing servicing calculators for lenders to assess loan viability.
- Deal Submission and Client Communication:
- Preparing deals for submission to lenders, ensuring accuracy and completeness.
- Certifying identification documents as required for the application process.
- Ordering valuations through lender portals to determine property value.
- Lodging deals and handling the discharge process for refinances.
- Sending forms for signature to clients and managing signed documentation.
- Generating and sending credit proposals and summary credit guides via CRM.
- Saving signed forms and submitting completed deals to lenders.
- Generating formal approval and handling conditional approval or exception items.
- Generating settlement advice for unconditional approvals, ensuring a smooth transition to settlement.
Jane’s journey at Affordable Staff is a testament to her unwavering commitment to growth, improvement, and delivering high-quality results. Her diverse work history, well-rounded interests, and mature professionalism make her a versatile and valuable team member. As a Mortgage Broking Assistant, Jane continues to contribute positively to Affordable Staff’s success, leveraging her skills in communication, attention to detail, and data-driven approach. Her proactive nature ensures that she remains an asset in the ever-evolving world of mortgage brokering.
