PLACED WITH CLIENT

Andrea is a dynamic individual with a strong background in psychology, holding a Bachelor of Science in Psychology. She is passionate about painting, enjoys watching documentaries, and finds relaxation in listening to music and watching Netflix. Andrea’s artistic inclination and love for learning are evident in her hobbies, making her a well-rounded and thoughtful individual.

Onboarding Training and Assessment

At Affordable Staff, Andrea underwent a rigorous onboarding process designed to ensure her proficiency in Australian business practices, particularly in the mortgage broking sector. Her training began with a comprehensive overview of general administrative competencies, which laid a solid foundation for her role.

Following this, Andrea participated in a focused Mortgage Broker Assessment. This two-week intensive course immersed her in document processing modules, familiarising her with the various types of documents essential to the loan application process. Andrea demonstrated her ability to follow naming conventions and editing standards, with her progress assessed through quizzes and practical tasks. Additionally, she developed a strong understanding of mortgage concepts and gained hands-on experience with CRM systems, data entry, and loan application management.

The training also emphasised communication skills, where Andrea honed her grammar, engaged in situational chats, and participated in lender call simulations. By the end of this phase, Andrea emerged proficient in handling mortgage-related tasks, meeting the high standards expected by clients.

Affordable Staff Tools Training

As part of her training, Andrea gained proficiency in essential software tools critical to her daily operations. She mastered the use of LastPass for secure password management, Outlook for email and calendar organisation, TechSmith for capturing and recording tasks, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for efficient file management, and Trello for project management.

For her role in the mortgage broking space, Andrea focused on mastering Nexus CRM and BrokerEngine. Through extensive practice and repetition, she developed a high level of expertise with these tools, ensuring she can efficiently manage tasks such as document processing, broker communication, and project management. Andrea’s training also included an introduction to ApplyOnline and scenario-based exercises, further enhancing her preparedness for real-world challenges in mortgage broking.

Additional Tools Proficiency

In addition to the tools training provided by Affordable Staff, Andrea was identified as proficient in the following tools:

• Practical Application: Word, Excel, PowerPoint, Outlook, Canva
• Limited Experience: OneNote, Teams, OneDrive

Additional Skills and Notable Experience

Andrea’s work experience includes a month-long internship at a university’s guidance and services office and another at the HR management office. She also worked as a customer service representative for two months at a call center handling a financial account. These experiences have sharpened her communication and problem-solving skills, making her a valuable asset in client-facing roles.

Learning Ability and Work Proficiency

Andrea is known for her analytical and rational mind, consistently achieving excellent results in her work. She is a steady and independent worker, always eager to improve and learn. Andrea’s ability to follow instructions is commendable, as she quickly adapts to new processes, especially through hands-on practice and recorded instructional videos. Her organisational skills are top-notch, requiring minimal supervision to deliver high-quality work. While she may take a bit of time to absorb new processes, Andrea is diligent about asking questions and ensuring clarity before proceeding, which is a key strength in the mortgage broking industry.

Interpersonal Skills and Personal Characteristics

Andrea’s interpersonal skills are one of her standout qualities. She is calm, composed, and gentle, bringing a pleasant energy to any team. Her diligent nature is matched by her keen sense of responsibility, making her a dependable team member. Andrea’s confidence shines through her initiative, and her smart, efficient approach to tasks demonstrates her professional ability. She is devoted and earnest in her work, showing great interest and organisation. Her sociable and pleasing demeanor allows her to cooperate well with others, making her a valued colleague. Overall, Andrea is responsible, attentive, and always ready to contribute positively to her team.

Suitability

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

Why Andrea is Suitable for the Role

Andrea’s blend of professional training, interpersonal skills, and strong work ethic make her an ideal candidate for roles in the mortgage broking sector. Her thorough onboarding training and proficiency in essential tools such as Nexus CRM and BrokerEngine ensure that she is well-prepared to handle the demands of the role. Andrea’s ability to learn quickly, her keen attention to detail, and her calm and composed demeanor make her a reliable and effective team member. Whether it’s her solid organisational skills, her diligent approach to tasks, or her excellent communication abilities, Andrea is well-equipped to succeed in the mortgage broking space.