PLACED WITH CLIENT

Ed is a dedicated and skilled employee at Affordable Staff, bringing a rich background in information technology and customer service. With a Bachelor of Science in Information Technology and partial studies in Engineering Technology, his technical proficiency and analytical approach make him a valuable asset to our team.

Work History:

Before joining Affordable Staff, he honed his customer service skills during a 6-month tenure at a call center, where he demonstrated his ability to handle complex client inquiries with patience and efficiency. He catered to all his customer’s queries and concerns with their phone, Internet, and cable issues. He also walked them through the step-by-step process of fixing their devices. He troubleshot device issues and created tickets for his customers for further resolution. With his experience in the call center, he has honed his active listening, multitasking skills, and time management abilities.

Currently, he excels in his role as a Mortgage Broking Assistant, where he applies his meticulous attention to detail and data-driven mindset to enhance our service delivery.

Personal Details:

He is an avid entertainment enthusiast who enjoys a variety of activities in his leisure time. Whether he’s catching up on the latest Netflix series, watching anime, listening to music from artists like Kendrick Lamar and Lil Uzi Vert, or engaging in video games, he values the time he spends on his hobbies. Additionally, he is a passionate football fan, particularly of Paris Saint-Germain, and has a background in playing the sport at a competitive school level.

Personality and Traits:

While initially shy and reserved, he is friendly and becomes quite personable once he is familiar with his surroundings. His team-oriented nature makes him an excellent collaborator in our dynamic environment.

Skills and Communication:

He is noted for his exceptional attention to detail and strong data-driven approach. He possesses robust communication skills, both written and verbal, which ensure clarity and efficiency in all his professional interactions.

Supervision and Organisation:

Though he requires a bit of support when adapting to new systems and processes, he quickly becomes self-sufficient, requiring minimal supervision. His high level of organisation allows him to manage various tasks effectively, making him a reliable part of the team.

Current Employment with Affordable Staff:

Ed joined Affordable Staff in April 2023 and has since been an integral part of our mortgage broking team. His role involves a wide range of responsibilities that are crucial for maintaining and enhancing client relationships and ensuring the smooth operation of our mortgage broking processes. His tasks include:

1. Client Communication and Documentation Management:
   • Managing and organizing client emails and updating client files on Trello.
   • Processing and editing client documents for privacy, saving them in client-specific folders.
   • Drafting initial explanatory notes for applications and requests for documents from clients.
2. Data Management and Processing:
   • Performing credit checks and processing new leads, entering their data into our CRM system.
   • Setting up and sending out document requests and client centers.
   • Managing and tracking existing customers and their loans, ensuring opportunities are updated with the latest client communications and documents.
3. Reporting and Compliance:
   • Requesting pricing and property reports for clients.
   • Updating weekly team meeting minutes and managing the initial borrowing capacity and funding positions.
   • Contacting broker support for updates and escalations on applications.

At Affordable Staff, Ed has proven himself to be a greatly suitable candidate for his current role and potential future opportunities. His careful, thorough nature and commitment to excellence significantly contribute to our continuous efforts to provide outstanding services to our clients.