Team Member Ready for Placement

Jessel is a dedicated and detail-oriented individual who holds a Bachelor of Science in Pharmacy. She is single and enjoys reading young adult fiction, creating art, playing guitar, and spending time with friends through games like Minecraft and Valorant. Her curiosity, creativity, and love for learning contribute to her well-rounded perspective, making her a promising addition to any team. She brings with her a passion for precision, a systematic mindset, and a steady commitment to doing things right.

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.

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 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

Before our onboarding training, she had already learned and gained experience with the following tools:

• Advanced: MS PowerPoint, Teams, Canva
• Practical Application: MS Outlook, OneNote, OneDrive, Forms, SmallPDF, Krita
• Limited Experience: MS Excel, Publisher, SharePoint, Photoshop, Illustrator, GIMP, Procreate, Trello, Google Web Designer
• Basic Knowledge: MS Word, Hubstaff, LastPass, WordPress, Google Fonts

Additional Skills and Notable Experience

Her professional background spans customer service, sales, and healthcare-related support, giving her a well-rounded foundation in administrative tasks and quality control processes. She worked as a cashier at a grocery store for 1 year and 3 months and served as a sales associate at an online bookstore for 1 year. She also completed internships as a quality control intern at a laboratory and as a pharmacy intern at a hospital. Through these experiences, Jessel gained valuable skills in client service, inventory management, task coordination, and product handling, while also developing proficiency in digital tools, email communication, and document formatting.

Learning Ability and Work Proficiency

She is a well-organised and self-motivated individual who excels when provided with hands-on practice and recorded instruction. She demonstrates strong analytical skills and quickly grasps new concepts. While she may require support during the initial stages of learning new systems, she steadily gains confidence and independence with each task. She communicates clearly and effectively, both in writing and verbally, and approaches her work with diligence and a willingness to improve continuously.

Interpersonal Skills and Personal Characteristics

She is responsible, attentive, and demonstrates genuine dedication to her work. She is friendly and cooperative, with a natural ability to work harmoniously within a team. Her enterprising spirit and strong sense of duty reflect her willingness to take initiative and follow through on responsibilities. With a calm and systematic approach to tasks, she brings focus and consistency to her work, showing perseverance even in challenging situations.

Suitability

She is greatly suitable for any general mortgage broking or general administrative position, and is also suitable for voice roles and basic social media.

Why Jessel is Suitable for the Role

Her combination of structured thinking, strong communication, and a commitment to quality makes her a valuable asset in the mortgage broking space. Her prior experience in customer-facing roles, paired with her analytical mindset and systematic work habits, positions her well to handle administrative responsibilities with professionalism. Her eagerness to learn, adaptability to tools, and calm demeanor further strengthen her capability to support clients efficiently in a dynamic work environment.