Team Member Ready for Placement

Luz is a dedicated and insightful individual with a Bachelor of Science in Accountancy. She has a passion for reading books and content writing, particularly about psychological topics and the impact of social media. Luz’s analytical mind and curiosity drive her to explore complex subjects, making her a thoughtful and well-rounded professional. In her free time, she enjoys delving into these interests, reflecting her continuous pursuit of knowledge and self-improvement.

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 are 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 Luz 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 joining Affordable Staff, Luz was already proficient in using Canva and basic MS tools like Word and Excel, skills she honed during her school and internship experiences. These tools complement her accounting expertise, allowing her to produce well-organised and visually appealing work.

Additional Skills and Notable Experience

Luz brings with her notable experience, having worked as an accounting intern for 3 months at an accounting firm and as a disbursement officer for 8 months at a local medical center and clinic. These roles helped her enhance her communication and problem-solving skills, which are vital in her current role.

Learning Ability and Work Proficiency

Luz is known for her ability to follow instructions with ease and her highly autonomous work style. She is organised and methodical in her approach to tasks, which ensures that her work is consistent and of high quality. While Luz may occasionally overthink or misinterpret instructions when encountering them for the first time, her determination and receptiveness to feedback enable her to quickly adapt and improve. Her consistent performance during training highlights her ability to learn and excel in new environments.

Interpersonal Skills and Personal Characteristics

Luz is a calm and diligent professional, always ready to accept responsibility and take the initiative. Her brilliant and capable nature allows her to tackle challenges with confidence, while her systematic approach ensures that her work is thorough and well-organised. Despite her abilities, Luz remains modest and cooperative, making her a pleasant and effective team member. Her steady interest in her work and her ability to maintain good results reflect her dedication and commitment to her role.

Suitability

Luz is greatly suitable for any Mortgage Broking position. She is also well-suited for basic social media tasks.

Why Luz is Suitable for the Role

Luz’s Bachelor’s degree in Accountancy and her comprehensive training and hands-on experience make her an excellent candidate for an administrative role in the Mortgage Broking space. Her calm demeanor, strong work ethic, and ability to adapt quickly to new challenges ensure that she will be a valuable asset to any team. Luz’s proficiency in essential tools and her ability to work independently further enhance her suitability, making her well-prepared to excel in her role.