PLACED WITH CLIENT

Feivel is a diligent and enthusiastic individual with a background in Science, Technology, Engineering, and Mathematics (STEM). As a graduate of the STEM strand, Feivel has cultivated a strong analytical mind, which complements his personal interests in reading books, watching anime, and staying active through general exercise. His calm demeanor and eagerness to learn make him an ideal fit for roles that require attention to detail and a systematic approach.

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 Feivel 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

Prior to our onboarding training, Feivel was identified as proficient with a variety of photo and video editing tools such as Photoshop (PS CC) and PixelLab.

Additional Skills and Notable Experience

Feivel’s previous work experience as a customer service representative for 8 months in a call center environment helped him refine his communication and problem-solving skills. This experience, combined with his technical background, makes him well-suited for roles that require a blend of customer interaction and administrative precision.

Feivel has been working with Affordable Staff since May 2024 within the mortgage broking space where he assisted his client with the below tasks:

• Document Management and Validation:
  • Downloading eSigned forms
  • Validating returned documents
  • Completing discharge forms
  • Saving emails and additional documents to Dropbox
  • Completing file email folders
  • Saving additional documents from emails or File Invite
• Valuation and Property Management:
  • Ordering property valuations from Credit Union SA
  • Handling Commonwealth Bank and Resimac property valuations
  • Completing property valuation tasks
  • Managing post-settlement tasks related to property valuation
• Lodgement and Pricing Requests:
  • AOL (ApplyOnline) lodgement
  • Completing Australian Leadership Index quotes and discount pricing requests
  • Processing ANZ and other pricing requests
  • Completing and managing progress payment requests
• Lender Communication and Requests:
  • Calling lenders for various inquiries and requests
  • Managing IDYou requests
  • Completing discharge form requests
  • Handling Australian Leadership Index quotes and related lender communication

Learning Ability and Work Proficiency

Feivel has a natural aptitude for learning, particularly when it comes to hands-on practice. He thrives in environments where he can apply his knowledge practically, making him highly effective in roles that require detailed, process-driven work. While he may initially require support when learning new systems and processes, Feivel’s well-organised approach and keen attention to detail ensure that he quickly becomes proficient. He is committed to continuous improvement, actively seeking feedback to enhance his verbal communication skills and minimise any gestures that might affect his professional demeanor.

Interpersonal Skills and Personal Characteristics

Feivel is known for his calm and composed nature, which allows him to approach tasks with a clear and rational mind. He is conscientious, systematic, and shows a strong readiness to accept responsibility. His modesty and sincerity make him a pleasure to work with, while his keen interest in his work ensures that he remains steady and committed to his tasks. Feivel is not just capable and resourceful but also smart and able, demonstrating both initiative and a capacity for organisation. He is courteous and polite, making him an effective team player who cooperates well with others.

Suitability

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

Why Feivel is Suitable for the Role

Feivel’s combination of technical proficiency, strong work ethic, and eagerness to learn makes him an excellent candidate for roles in the mortgage broking and general administrative sectors. His ability to quickly adapt to new systems, coupled with his methodical approach to tasks, ensures that he can handle the demands of mortgage-related work with ease. With his consistently positive attitude and a proactive approach to learning, Feivel is poised to make a significant contribution to any team.