Team Member Ready for Placement

Kaeshan is a graduate of Bachelor of Science in Office Administration. She enjoys reading books or manga and crocheting during her free time. With her educational background and strong interest in administrative work, she is well-prepared to build her career as an administrative team member supporting Australian clients in the mortgage broking space.

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

Additional Tools Proficiency

Prior to our onboarding training, Kaeshan has been identified as proficient with the following tools and software:

• Advanced: Word, Canva
• Practical Application: Excel, PowerPoint, OneNote, Teams, OneDrive, Trello, Hubstaff, LastPass
• Basic Knowledge: Publisher, Adobe Photoshop, Procreate, Wix, WordPress

Additional Skills and Notable Experience

Kaeshan has gained practical experience through her internships and academic training. These opportunities helped her build a strong foundation in administrative and clerical work.

Work History and Key Responsibilities:

• Intern at a trading company for 3 months, where she performed document filing, printing, and scanning tasks.
• Intern at a car dealer for 3 months in the insurance department, handling insurance-related documents, official receipts, and third-party liability insurance. She also scanned, sorted, and saved client files, edited ID photos, and managed insurance paperwork.

Key Skills Developed:

• Document filing, scanning, and archiving
• Data entry and accuracy checking in Excel
• Editing and formatting documents in Microsoft Word
• Using office equipment such as printers and photocopiers
• Attention to detail in categorising and filing client information
• Administrative support for sales and insurance departments

Learning Ability and Work Proficiency

Kaeshan demonstrates a steady and determined learning style, showing perseverance and willingness to improve with each task. She is an active listener with good verbal and written communication skills. While she may need time to absorb new processes, she follows instructions carefully and requires only minimal supervision once she becomes familiar with tasks. She is well-organised, systematic in her approach, and steadily improves in efficiency as she gains confidence in her work.

Interpersonal Skills and Personal Characteristics

She is warm, mild, and attentive, with a courteous and obliging nature that makes her easy to work with. She is persevering, earnest, and capable of taking responsibility, while also being modest and cooperative. Her harmonious and pleasing demeanor allows her to work effectively with colleagues, and she shows genuine interest and energy in her tasks. With a strong sense of determination, she steadily works towards improving her skills and contributions.

Suitability

She is greatly suitable for any general mortgage broking or general administrative position, as well as voice roles.

Why Kaeshan is Suitable for the Role

Kaeshan’s combination of academic training, internship experience, and strong personal qualities makes her a promising candidate for mortgage broking administrative roles. She has already developed essential skills in document handling, data entry, and client support, along with proficiency in key tools that are widely used in the industry. Her perseverance, willingness to learn, and cooperative nature ensure she adapts quickly to client needs. With continued growth and exposure, she is well-prepared to provide reliable and professional support to mortgage broking clients.