Team Member Ready for Placement

Ever is a dedicated and detail-oriented professional with a Bachelor of Science in Management Accounting. He enjoys reading books, singing, and engaging in sports like badminton and volleyball. His strong academic background and hands-on experience in accounting make him well-equipped for financial and administrative roles. His commitment to continuous learning and his structured approach to work ensure that he can efficiently handle accounting and general administrative tasks.

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.

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

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

His 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 roles.

Learning Ability and Work Proficiency

He is a steady worker who shows continuous progress in his tasks. He quickly adapts to existing systems and workflows, making him highly autonomous and capable of working with minimal supervision. He is highly organised and resourceful, ensuring efficiency in handling financial records and administrative tasks. While his communication skills can be further refined, he is able to convey his thoughts effectively and respond appropriately in professional settings. His ability to follow instructions with precision makes him a reliable asset in any mortgage broking role.

Interpersonal Skills and Personal Characteristics

He is diligent, systematic, and earnest in his approach to work. He is amicable and cooperative, making him an effective team player who works well with others. His attentive nature and keen eye for detail contribute to his ability to perform tasks accurately. He is eager to take on responsibilities and demonstrates initiative in learning new processes. His calm and composed demeanor allows him to approach challenges with a problem-solving mindset, ensuring that he delivers quality work consistently.

Suitability

He is greatly suitable for any mortgage broking position. He is also suitable for voice roles and basic social media tasks.

Why Ever is Suitable for the Role

Ever’s solid foundation in accounting, coupled with his hands-on experience as an intern, makes him an excellent fit for a mortgage broking role in the Australian Mortgage Broking space. His ability to manage financial transactions, verify documents for compliance, and conduct bank reconciliations highlights his keen attention to detail and proficiency in handling financial processes. With his structured and diligent approach to work, he is well-equipped to provide accurate and reliable support in mortgage broking and administrative tasks, ensuring efficiency in loan processing and financial documentation.