Team Member Ready for Placement

Andrea is a Bachelor of Secondary Education Major in Social Science graduate with a passion for continuous learning. Enthusiastic about various interests, she enjoys reading books, watching Korean dramas, and playing video games, particularly mobile legends. Her hobbies also include following K-pop groups like SNSD and Seventeen. Her blend of intellectual curiosity and personal engagement makes her a dynamic individual, ready to take on new challenges in her professional life.

Onboarding Training and Assessment
At Affordable Staff, our comprehensive onboarding process ensures that team members like Andrea are well-prepared to excel in their roles. She underwent rigorous training, starting with a detailed introduction to real estate and general administrative tasks. This training provided her with a broad understanding of administrative competencies necessary for effective client support.

Following this, she completed an intensive two-week Mortgage Broker Assessment. She gained in-depth knowledge of document processing, including understanding various document types and their roles in loan applications. Her training included mastering naming conventions, editing standards, and key mortgage concepts. Through quizzes, individual tasks, and hands-on practice with CRM systems, she developed proficiency in data entry and loan application management. Additionally, her communication skills were honed through grammar checks, situational chats, and lender call simulations, ensuring he meets the high standards expected by our clients.

Affordable Staff Tools Training
Her training also included gaining proficiency in essential software used in daily operations at Affordable Staff. She became adept at using 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.

As part of the Mortgage Broking Foundations course, she focused on Nexus CRM and BrokerEngine. She practiced extensively, becoming proficient in these tools, essential for mortgage broking support roles. Her training covered:

• 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 thorough training ensures she is well-equipped to handle a variety of tools and tasks, enhancing efficiency and productivity.

Andrea has been working with Affordable Staff since October 2024 and underwent a structured two-month training period under one of our Mortgage Broking team members. Below are the tasks she has completed so far:

• Email and File Handling
• CRM Management
• Document Review and Organization
• Loan Workflow Familiarization
• Processing Pricing and Valuation Requests
• Document Analysis and Income Computation
• Pre-assessment and Loan Applications
• Preparing Explanatory Notes
• Funding Position and Financial Review
• Admin Support and Task Coordination

Additional Tools Proficiency
Prior to our onboarding training, she was identified as proficient with the following tools and software:

• Advanced: Microsoft Powerpoint, Canva
• Practical Application: Microsoft Word, OneNote, OneDrive, Hubstaff, SmallPDF
• Limited Experience: Microsoft Excel, Outlook, Teams, Trello, LastPass

Additional Skills and Notable Experience
Her background includes a three-month teaching internship at a local high school, where she honed her organisational and communication skills. She has also been an ambassador for a non-profit association for 13 years, showcasing her dedication and leadership abilities in contributing to community service and education.

Learning Ability and Work Proficiency
She is an attentive and diligent learner with a high capacity for comprehension and analysis. She adapts quickly to systems and workflows, following instructions with ease and requiring minimal supervision. Her systematic and orderly approach to tasks ensures that she delivers high-quality results. Though she sometimes takes extra time to handle bulk tasks involving multiple files, she is committed to improving her efficiency and becoming more familiar with mortgage-related processes. Her proactive nature and her ability to ask the right questions further demonstrate her willingness to learn and grow.

Interpersonal Skills and Personal Characteristics
Her calm, warm, and gentle demeanor makes her an approachable and delightful team member. She is diligent, responsible, and keen to take on challenges, displaying confidence and competence in her work. Her friendly, harmonious attitude fosters a pleasant working environment, and her ability to cooperate with others ensures smooth collaboration. She is sincere, attentive, and courteous, consistently showing a strong work ethic and a meticulous approach to her tasks. Her excellent communication skills, both written and verbal, make her articulate and engaging in her interactions.

Suitability
She is greatly suitable for any general mortgage broking or general administrative position.

Why Andrea is Suitable for the Role
Her educational background, combined with her thorough training in mortgage broking, makes her a strong candidate for administrative roles in this space. Her proactive attitude, systematic approach, and willingness to improve make her highly adaptable and capable of delivering excellent results. With her good communication skills, high organisational capacity, and genuine enthusiasm for her work, she is well-suited to supporting mortgage broking clients with efficiency and professionalism.