TEAM MEMBER READY FOR PLACEMENT

Alexandra is a Bachelor of Science in Information System graduate who brings a strong technical foundation and structured administrative experience to the mortgage broking space. Outside of work, she enjoys listening to music, painting, singing, playing video games & solving Rubik’s cubes. Her blend of analytical thinking and creative interests reflects her well-rounded personality and adaptability in both technical and client-facing environments.

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.

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
• Introduction to ApplyOnline
• Scenario-Based Training

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 and Additional Tools Proficiency
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.

Prior to her onboarding training, she has already gained hands-on experience using various tools through her administrative and technical roles, further strengthening her confidence in navigating systems and digital platforms.

Additional Skills and Notable Experience
She brings nearly two years of administrative experience, combined with technical programming exposure and customer service background. Her previous roles have allowed her to develop strong organisational skills, system familiarity, and client communication abilities.

Alexandra has been an integral part of Affordable Staff since December 2021, contributing her expertise to the mortgage broking and financial planning space. With her dedication and proficiency, she has seamlessly integrated into our team, ensuring efficient and precise execution of tasks. Her tasks include:

• Loan Processing and Application Management
  • Creating and updating loan applications in CRM and broker systems
  • Completing lender and compliance checklists before submission and settlement
  • Entering formal approval, pricing, and settlement details into loan records
  • Creating needs analysis forms and summarising broker notes
• Document Management and Compliance Handling
  • Filling out available information provided by brokers
  • Renaming, editing, saving, and organising client and lender documents
  • Uploading and attaching supporting documents to CRM and lender portals
  • Reviewing, combining, highlighting, and validating identification and financial documents
• Financial Assessment and Credit Support
  • Calculating income, bonuses, overtime, and serviceability using spreadsheets
  • Creating funding position, borrowing capacity, and product comparison reports
  • Ordering and saving credit reports, pricing discretion, valuation, and property profile reports
  • Entering pricing results into spreadsheets and loan applications
• Client Communication and File Coordination
  • Updating customers about the status of their loan applications
  • Sending follow-up emails to settled customers and following up on outstanding documents
  • Managing and sorting emails related to loan processing
  • Coordinating document updates across CRM, spreadsheets, and storage platforms

Learning Ability and Work Proficiency
She has an analytical and rational learning style, allowing her to understand structured processes effectively. She works well with recorded instruction videos and hands-on practice, enabling her to grasp systems through guided repetition. While she may need a short adjustment period when learning new processes, she consistently maintains good performance once familiar with the workflow. She communicates clearly, follows instructions carefully, and remains well-organised in handling multiple tasks.

Interpersonal Skills and Personal Characteristics
She presents herself as warm, calm, and courteous, creating a harmonious working relationship with colleagues and clients. She is reliable, responsible, and enthusiastic in her approach to work. Her active and inspiring energy, combined with her resourcefulness and methodical nature, allows her to collaborate effectively while maintaining professional composure. She shows initiative, remains sociable within team settings, and demonstrates a genuine interest in delivering quality results.

Suitability
Alexandra is greatly suitable for any general mortgage broking or general administrative position, with additional suitability for voice roles.

Why Alexandra is Suitable for the Role
Her background in information systems, combined with her administrative and customer service experience, positions her well for the mortgage broking space. She understands structured processes, works methodically with documents and systems, and approaches tasks with analytical clarity. Her reliability, organisation, and calm communication style make her a dependable support professional who can contribute effectively to loan processing, compliance management, and broker coordination.