Team Member Ready for Placement

Ever is a diligent and focused individual who holds a Bachelor of Science in Management Accounting. He enjoys reading books, singing, and staying active through badminton and volleyball. With a keen interest in general exercise, Ever has a balanced lifestyle that reflects his dedication to both personal and professional growth.

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 Ever 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 Skills and Notable Experience

Ever’s notable experience includes a three-month internship at an accounting firm where he handled essential tasks such as encoding purchases and sales, organising files, and recording transactions in preparation for bank reconciliation. His attention to detail and ability to manage accounting tasks effectively have built a solid foundation for him to excel in more complex financial roles.

Learning Ability and Work Proficiency

Ever is a steady worker who consistently shows progress. His strong communication skills, combined with his ability to adapt quickly to new systems and workflows, make him highly autonomous and capable of handling tasks with minimal supervision. His organisational skills are exceptional, allowing him to manage multiple responsibilities efficiently. While Ever occasionally experiences minor grammar slips, he can convey his thoughts effectively and continues to improve in this area.

Interpersonal Skills and Personal Characteristics

Ever’s calm demeanor and systematic approach to his work make him a reliable team member. He is resourceful and eager to accept responsibility, showing a genuine interest in his tasks. His ability to cooperate well with others is a testament to his amicable nature. He is attentive, diligent, and earnest in all his endeavors, ensuring that his work is always of high quality. Ever is not only organised but also brilliant in his approach, consistently demonstrating initiative and mental capacity in solving problems.

Suitability

Ever is greatly suitable for any Mortgage Broking role, including voice roles and basic social media tasks.

Why Ever is Suitable for the Role

Ever’s academic background in Management Accounting, combined with his strong performance during training and assessments, makes him exceptionally well-prepared for a role in the Mortgage Broking space. His ability to adapt quickly, work autonomously, and communicate effectively ensures that he will be a valuable asset to any team.