TEAM MEMBER READY FOR PLACEMENT

Yobhel is a professional with a Bachelor of Science in Nursing, displaying a strong dedication to continuous learning and a passion for delivering exceptional administrative support. With a background in healthcare and relevant technical experience, she has successfully transitioned into the business sector, specifically focusing on assisting Australian mortgage brokers. Known for her adaptability and steadfast work ethic, she is committed to excelling in her role while supporting team objectives effectively.

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.

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

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.

This comprehensive approach ensures Yobhel 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

Before joining Affordable Staff, she gained practical experience as an intern across three different local hospitals. These roles instilled a strong sense of responsibility and fine-tuned her organisational and administrative skills. Key skills and tasks she brings to the role include:

• Proficiency in document management and data entry.
• Strong verbal and written communication skills.
• Capable of navigating software platforms with ease.
• Thorough understanding of client and team collaboration.
• Experience in maintaining precise records and documentation.

She has been working with Affordable Staff since August 2024 within the Mortgage Broking space, where she assists her clients with a variety of tasks:

• Loan Processing and Client Communication Tasks
  • Communicating with clients and sending application documents for verification.
  • Resolving issues around First Home Owner Grant forms.
  • Updating clients on loan status and other relevant updates.
  • Preparing and sending forms for signing before submitting to lenders.
• Pre-settlement and Settlement Tasks
  • Finalising settlement details, encoding information, and ensuring all parties are confirmed.
  • Renaming, organising folders, and generating necessary reports for property purchases.
  • Coordinating property valuation processes online.
• Administrative Support and Operational Tasks
  • Uploading compliance files and calculating client financial status for assessments.
  • Filling out and submitting applications online.
  • Completing pricing requests for brokers through portals.
• Training and Miscellaneous Tasks
  • Developing materials for onboarding new virtual assistants.
  • Answering lender calls, addressing queries, and ensuring client files are effectively managed.

Learning Ability and Work Proficiency

She is a diligent and analytical learner who embraces new systems and processes with exceptional focus. She thrives when provided with hands-on, practical scenarios, enabling her to adapt quickly to established workflows. Her organised nature ensures that tasks are completed efficiently, while her strong communication skills make her capable of adjusting her approach based on feedback. With a steady and methodical mindset, she consistently produces quality work under minimal supervision once trained.

Interpersonal Skills and Personal Characteristics

She presents herself in a calm and professional manner, ensuring she interacts with team members and clients harmoniously. Naturally considerate and thoughtful, she is a pleasure to work alongside due to her amicable nature. Her dedication shines through her perseverance, reliability, and ability to accept responsibility enthusiastically. Her genuine interest in her work makes her a committed and empathetic team member, always eager to deliver her best effort.

Suitability

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

Why Yobhel is Suitable for the Role

Her combined background in healthcare and technical proficiency, alongside rigorous training at Affordable Staff, makes her an excellent candidate for the mortgage broking and administrative space. Her attention to detail, organisational skills, and ability to adapt to client needs ensure seamless support for the team.