PLACED WITH CLIENT

Alexandra is an invaluable member of our team here at Affordable Staff, bringing a wealth of experience and dedication to her role. With a Bachelor of Science in Information Systems and a diverse background in administrative roles, customer service, and programming, she is a versatile professional with a passion for excellence.

Work History:

Before joining Affordable Staff, Alexandra honed her skills in various roles, including a dynamic stint as an admin staff in a bustling dry goods distribution company. During her tenure, she adeptly managed phone calls, files, inventories, and monthly reports, showcasing her meticulous attention to detail and organisational prowess. Additionally, her experience as a freelance programmer allowed her to contribute to website development projects, further enhancing her technical abilities.

Her tenure as a customer service representative for a US-based company equipped her with strong communication skills and a customer-centric approach. Her ability to handle inquiries, reservations, and special requests with professionalism and empathy underscores her dedication to providing exceptional service.

Personal Details:

Outside of her professional endeavors, she is a devoted mother to her four-year-old son. She finds joy in her interests, including video games, singing, painting, and music, which speak to her creative and vibrant nature.

Personality and Traits:

While she may initially appear reserved, her genuine warmth and team-oriented mindset shine through once she acclimates to her surroundings. Her data-driven approach, coupled with an innate attention to detail, ensures that tasks are completed meticulously and accurately. Her commitment to excellence is further evidenced by her proactive nature and dedication to meeting objectives.

Skills and Communication:

Alexandra possesses strong written and verbal communication skills, making her adept at handling customer inquiries and collaborating with colleagues. Her confidence in handling customer calls, coupled with her ability to adapt quickly to existing systems and workflows, underscores her versatility and professionalism.

Supervision and Organisation:

With a keen ability to follow instructions and minimal supervision requirements, she consistently delivers results with efficiency and precision. Her well-organised approach to tasks and projects ensures timely completion and contributes to overall team success.

Current Employment with Affordable Staff:

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:

1. Document Management and Organisation
   • Filling out available information provided by brokers
   • Saving, renaming, editing, and organising files
   • Uploading received documents from customers and lenders
   • Managing and sorting emails
2. Customer Communication and Support
   • Updating customers about the status of their loan applications
   • Sending follow-up emails to settled customers
   • Following up on outstanding documents requested by banks from customers
3. Administrative Support for Brokers
   • Creating and summarising broker notes
   • Creating needs analysis forms and attaching supporting documents
   • Validating identification documents and requesting signatures via email
4. Financial Analysis and Reporting
   • Creating funding position, borrowing capacity, and product comparison
   • Calculating income and creating a serviceability calculator
   • Ordering and saving credit reports, pricing discretion, property profile, and valuation reports

Alexandra embodies the qualities of a dedicated and skilled professional, making her a valuable asset to any team. Her diverse background, coupled with her interpersonal skills and attention to detail, positions her as an ideal candidate for roles requiring a Mortgage Broking Assistant. We are proud to have her as part of our Affordable Staff family, and we are confident in her continued success and contributions to our team and clients alike.