PLACED WITH CLIENT

Laica is a valued member of the Affordable Staff team, contributing her skills and dedication to the company’s success. She has quickly established herself as a proficient Mortgage Broking Assistant, showcasing remarkable adaptability and an eagerness to excel in her role.

Work History:

Before Affordable Staff, she served as an online English teacher for 11 months, followed by a brief stint as a substitute teacher for 1 month before joining Affordable Staff in April 2023.

Personal Details:

She enjoys a range of personal interests that include video games, watching volleyball games, and engaging with her social media community during her leisure time.

Personality and Traits:

Her friendly and approachable demeanor shines through, even though she may initially be a bit reserved. Her results-oriented approach and exceptional attention to detail make her a valuable asset to any team. She quickly adapts to new environments and systems, showcasing her ability to follow instructions and become a self-starter.

Skills and Communication:

In terms of communication, she excels both in written and verbal aspects. She is proactive in her communications, seeking clarification and providing insightful feedback. Despite initial shyness, she quickly establishes a cheerful and productive rapport with colleagues.

Supervision and Organisation:

Her autonomous work style is a testament to her ability to work efficiently with minimal supervision. Her highly organised approach ensures that tasks are completed promptly and accurately.

Current Employment with Affordable Staff:

She excels in her role as a Mortgage Broking Assistant at Affordable Staff, demonstrating a diverse skill set that significantly enhances the mortgage broking process. Her meticulous attention to detail is evident in her management of client documentation. She is adept at navigating complex databases and systems. Additionally, her financial acumen allows her to contribute effectively to tasks that are crucial for making informed lending decisions. Her ability to manage a high volume of tasks while maintaining accuracy and efficiency underlines her importance to the team and her capability in the field. As a Mortgage Broking Assistant at Affordable Staff since April 2023, Laica has demonstrated her commitment and aptitude in various responsibilities, including:

1. Client Documentation Management:
   • Filing client emails, preparing settlement audits, ordering valuation reports, and preparing discharge forms.
   • Updating home loan trackers, renaming and uploading client files to Drive, and uploading AOL documents.
2. Application Processing and Compliance:
   • Entering client data into systems, creating applications in CRM and lender portals, and running credit checks.
   • Reviewing compliance checklists, ensuring all documents are correctly named and uploaded, and managing compliance documents.
3. Communication and Coordination:
   • Communicating with clients and lenders, requesting pricing reviews, creating car/personal quotes, and requesting interest rate reviews.
   • Handling new applications and client updates in CRM, updating spreadsheets such as income and liability, preparing exit strategies, and conducting lender calls.
4. Additional Financial Tasks:
   • Creating product reports and credit checks, performing order valuations and serviceability assessments, making pricing requests, and updating loan summary spreadsheets.
   • Using servicing calculators to assess loan terms and maintain records.

Laica’s comprehensive understanding of the mortgage broking process and her proactive approach make her an invaluable asset to the team at Affordable Staff. Her willingness to learn and collaborate and her cheerful disposition make her an excellent team member. We look forward to her continued contributions as she thrives in her role as a Mortgage Broking Assistant.