Team Member Ready for Placement

Elaine Joy, also known as Joy is a driven and highly skilled individual who holds a Bachelor of Science in Civil Engineering. She enjoys playing musical instruments, basketball, and table tennis and finds leisure in surfing through Facebook. Joy is passionate about her work and balances her professional life with personal hobbies that keep her active and engaged. She brings a positive and calm demeanor to both her professional and personal interactions.

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 Joy 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, Joy was identified as proficient with the following tools and software:

• Advanced: Microsoft Word, AutoCAD, SketchUp
• Practical Application: Microsoft Excel, PowerPoint, iRender
• Limited Experience: Microsoft Outlook, Publisher, Teams, OneDrive, Canva

Additional Skills and Notable Experience

Joy has accumulated valuable experience from her work as a project engineer at two companies and as a freelance civil engineer. Her roles in these positions involved managing construction projects, which required strong organisational and problem-solving skills. This experience translates well into the mortgage broking space, where attention to detail and the ability to manage multiple tasks are critical.

Learning Ability and Work Proficiency

Joy is known for her sharp analytical skills and high comprehension capacity. She quickly adapts to new systems and workflows, following instructions with ease. Her work history demonstrates her ability to maintain steady progress and deliver excellent results, making her a reliable and self-motivated worker. While Joy is still developing her efficiency to consistently meet tight deadlines, she has shown continuous improvement and a keen willingness to learn. She requires minimal supervision, which underscores her autonomy in handling tasks.

Interpersonal Skills and Personal Characteristics

Joy’s interpersonal skills are marked by her diligent work ethic and readiness to accept responsibility. She approaches her work with confidence, resourcefulness, and a methodical mindset. Colleagues describe her as amiable, modest, and pleasant, with a friendly demeanor that makes her easy to collaborate with. Her sharp mental capacity, combined with a responsible and attentive attitude, ensures that she handles tasks with care and professionalism. Joy’s calm and well-behaved nature makes her an approachable team member who is ready to contribute meaningfully.

Suitability

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

Why Joy is Suitable for the Role

Joy’s background in civil engineering, coupled with her administrative and tools training, positions her as an ideal candidate for the mortgage broking space. Her hands-on experience in document processing, strong organisational skills, and proficiency with essential tools equip her to handle the complexities of mortgage applications. Joy’s positive attitude, resourcefulness, and ability to work autonomously make her a valuable addition to any team, ensuring her success in providing high-quality support in her role.