Team Member Ready for Placement

Anikka holds a Bachelor of Science in Accounting Information System and brings with her a foundation in administrative tasks, document handling, and data accuracy. She is passionate about process efficiency and is eager to build a career in the Australian mortgage broking industry. With a calm and composed demeanor, she adapts well to structured environments and quickly absorbs new processes. Outside of work, she enjoys Netflix, watching movies, and works as a freelance makeup artist.

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 she 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 Tools Proficiency

Prior to our onboarding training, Anikka had already gained experience with the following tools and software:

• Expert: Canva
• Practical Application: Microsoft Excel, PowerPoint, Outlook
• Limited Experience: Microsoft OneNote, Teams, OneDrive
• Basic Knowledge: Microsoft Word, Visio, Trello, Hubstaff, LastPass, WordPress

Additional Skills and Notable Experience

She has gained practical administrative experience through her internship, where she is supporting document verification, data accuracy, and member-related processing tasks. Her involvement in both clerical and validation work is helping her build a strong foundation in administrative operations. Key skills and tasks include:

• Performing data entry of member records and updating information in internal systems
• Encoding and organising member details, including geographic and zone classifications
• Reviewing, sorting, and compiling financial documents for new and existing members
• Verifying receipts, leave of absence forms, and financial statements for consistency
• Stamping and logging documents for validation and auditing purposes
• Double-checking written and numerical data for accuracy before submission
• Assisting in reviewing compliance forms to ensure correctness and completeness
• Developing skills in problem-solving, cross-checking data, and organising records

Learning Ability and Work Proficiency
She is an active listener and articulate communicator, both verbally and in writing. She follows instructions with ease, adapts quickly to existing systems and workflows, and requires minimal supervision. She is a well-organised individual who consistently delivers quality output and maintains a steady pace of improvement. She may initially take more time with tasks involving bulk processing or new formats, but she demonstrates a strong ability to adapt quickly and steadily increases her speed and accuracy with continued exposure.

Interpersonal Skills and Personal Characteristics
She is composed, pleasant, and responsible in her work ethic. She is earnest in her efforts, takes initiative, and remains orderly and cooperative when working with others. Her amiable and cordial nature makes her a team player, while her resourcefulness and attentiveness allow her to contribute meaningfully to any administrative team. She shows a clear interest in her tasks and demonstrates keen professionalism.

Suitability
She is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles and basic social media.

Why Anikka is Suitable for the Role
She is a reliable and well-rounded candidate who demonstrates strong potential in administrative support for mortgage broking. Her ability to learn quickly, follow structured workflows, and adapt to new systems makes her highly capable in a virtual assistant role. With solid experience in data handling and a calm, detail-oriented approach to tasks, she is prepared to support brokers efficiently and professionally. Her positive attitude, steady work ethic, and eagerness to grow make her an excellent fit for any mortgage broking support team.