PLACED WITH CLIENT

Beatriz is a passionate and dedicated individual who has recently completed her initial training at Affordable Staff. She holds a Bachelor of Science in Information Technology and has a keen interest in reading books, particularly self-help, fiction, and romance genres. Beatriz is also an avid volleyball player and enjoys learning about different cultures. In her personal time, she loves collecting books and using her Kindle for reading. Her commitment to personal growth and curiosity about the world make her a well-rounded individual ready to excel in her role.

Onboarding Training and Assessment

At Affordable Staff, Beatriz underwent a thorough onboarding training program designed to master administrative tasks and understand Australian business practices. The initial phase of her training provided her with a comprehensive overview of general administrative competencies, ensuring she is versatile and capable of handling a wide range of tasks.

In the second phase, Beatriz completed an intensive two-week Mortgage Broker Assessment course. This course included modules on document processing, understanding loan application documents, following naming conventions, and editing standards. Her skills were assessed through quizzes and individual tasks, and she was introduced to fundamental mortgage concepts and commonly used tools such as CRM systems. Beatriz excelled in data entry and loan application management, showcasing her ability to meet high standards in mortgage-related tasks.

Affordable Staff Tools Training

Beatriz’s training also included gaining proficiency in essential software used in daily operations at AffordableStaff. He became adept at using 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.

As part of the Mortgage Broking Foundations course, she focused on Nexus CRM and BrokerEngine. He practiced extensively, becoming proficient in these tools, essential for mortgage broking support roles. Beatriz’s training covered:

• 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 thorough training ensures Beatriz is well-equipped to handle a variety of tools and tasks, enhancing efficiency and productivity.

Additional Tools Proficiency

Prior to her onboarding training, Beatriz was proficient with various tools and software, enhancing her efficiency and productivity in administrative roles:

• Advanced: Notepad++, Sublime Text
• Practical Application: Word, Excel, Canva, AnyDesk, Trello, Visual Studio, Xampp Server, Github, Google Docs, Draw.io
• Limited Experience: PowerPoint, Google Sheets, Climpchamp, Screencast, SQL Server Management, Virtual Box, SQL Workbench, JCreator, WordPress, Google Fonts
• Basic Knowledge: Eclipse

Additional Skills and Notable Experience

Beatriz’s notable experience includes working as an on-call waitstaff and kitchen helper at an employment agency for five months and as an on-the-job trainee for three months at an IT company. These roles have equipped her with practical skills and the ability to adapt to different work environments.

Learning Ability and Work Proficiency

Beatriz has an analytical and rational mind, making her a steady worker who shows continuous progress. She is highly motivated and grasps every opportunity to learn and expand her knowledge. Beatriz is well-organised, works diligently, and demonstrates good determination and perseverance. She is articulate, engaging, and possesses outstanding verbal and written communication skills. Beatriz excels with hands-on practice and recorded instructional videos, though she may take a bit of time to fully absorb new processes. She benefits from support while learning new systems, yet remains systematic and efficient in her work.

Interpersonal Skills and Personal Characteristics

Beatriz’s cheerful, pleasant, and energetic personality creates a positive work environment. She willingly accepts responsibility and confidently takes initiative. Smart and proficient, Beatriz shows great enthusiasm and interest in her work. Her systematic approach and friendly demeanor make her sociable and pleasant to work with. She is easy-going, attentive, and eager to learn, further enhancing her interpersonal skills. Beatriz cooperates well with others, builds strong professional relationships, and is highly motivated to achieve her best.

Suitability

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

Why Beatriz is Suitable for the Role

Beatriz is an ideal candidate for the role due to her comprehensive training, proficiency in essential tools, and practical experience in various administrative roles. Her strong learning ability, excellent communication skills, and positive interpersonal traits make her a valuable asset to any team. Beatriz’s dedication to continuous improvement and her systematic approach to work ensures she can handle the demands of mortgage broking and administrative support roles with efficiency and professionalism.