Team Member Ready for Placement

Antonette is a dedicated professional with an academic background in Management Accounting, complemented by practical experience across various roles. Having graduated with a Bachelor of Science in Management Accounting, she has developed a strong foundation in financial processes and administrative functions, making her well-prepared to excel in the mortgage broking space. She enjoys watching Korean dramas and engaging in general exercise, particularly jogging with her father, which she finds refreshing. When she needs to clear her mind, she finds solace in cleaning. Her combination of interests and hobbies highlights her balanced approach to life, focusing on both mental and physical well-being. Her enthusiasm and conscientious approach to work highlight her commitment to delivering high-quality results, which makes her a valuable asset to any team.

Onboarding Training and Assessment
At Affordable Staff, we ensure that every team member is thoroughly prepared to excel in their roles, mastering administrative tasks while gaining a deep understanding of Australian business practices and cultural nuances. This comprehensive training equips our trainees to provide effective and high-quality support to clients. Starting with real estate, trainees receive detailed instruction in general administrative competencies, ensuring they are versatile and capable of handling diverse 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.

In addition to Mortgage Broking training, she also completed basic accounting training, which included foundational bookkeeping, an introduction to accounting principles, and hands-on practice with software such as Xero and MYOB. These skills further enhance her ability to manage financial data and processes within the mortgage broking context.

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 Accounting Foundations course, we place a significant emphasis on Xero and MYOB. Accounting VAs spend considerable time honing their skills through practice and repetition using these tools, ensuring they become highly adept and efficient.

Additional Tools Proficiency
Prior to her onboarding training with Affordable Staff, Antonette had already learned and gained experience with the following tools:

• Practical Application: QuickBooks, Microsoft Tools
• Limited Experience: Canva
• Basic Knowledge: Adobe Photoshop, SketchUp

Additional Skills and Notable Experience
She has a variety of practical experiences that complement her academic background in Management Accounting. During her studies and beyond, she engaged in several roles that contributed to her growing expertise. These include a three-month internship at a food and beverage company, where she managed financial transactions and reconciled expense accounts using QuickBooks, and ensured the accuracy of liquidation reports from employees. She also assisted a church mentor for one year, posting property listings on social media. She spent one year working as a real estate agent, identifying and prospecting potential leads for a local real estate agency, likely a franchise based in the Philippines. Her responsibilities involved directly referring leads to her mentor, operating without any formal contractual agreement. Additionally, she briefly served as treasurer in the youth council of her barangay, gaining exposure to client interactions and property-related transactions. Key skills include:

• Managing financial transactions and account reconciliation using QuickBooks
• Checking liquidation reports for accuracy
• Supporting real estate operations through social media management and lead prospecting
• Contributing to youth council fund management as treasurer
• Handling client interactions and general property transactions in a real estate setting

Antonette has been working with Affordable Staff since October 2024, where she assisted her client with the following tasks:

• Data Entry and Management
  • Entering lead information into a database and ensuring all details are accurately recorded.
  • Transferring qualified leads from one database to another for further processing.
  • Accepting incoming leads through an online platform and transferring them to the main database.
• Lead Handling and Follow-up
  • Following up on leads in the database that have turned cold, ensuring they are re-engaged.
  • Calling leads for pre-qualification and confirmation prior to entering them into the database.
  • Sending leads that fail credit checks to a credit repair team for further evaluation through an online portal.
• Credit and Reporting Tasks
  • Running credit checks for leads in the database to verify their financial eligibility.
  • Drafting invoices in accounting software at the end of each month for settled leads and sending them to finance partners.
• Team Communication and Organisation
  • Recapping and sorting team emails by checking for updates and cleaning them up.
  • Creating and sending client updates using spreadsheet tools and communicating progress through messaging platforms.

Learning Ability and Work Proficiency
She demonstrates exceptional learning ability with her analytical and rational mindset. She adapts quickly to established workflows and systems, ensuring minimal disruption during transitions. Her articulate communication skills include proficiency in both verbal and written forms, while her organised nature allows her to complete tasks efficiently. Known for requiring minimal supervision, she is both self-motivated and capable of managing multiple priorities effectively.

Interpersonal Skills and Personal Characteristics
She is warm, cheerful, reliable, and sociable, ensuring positive interactions with teammates and clients. Her enthusiasm and patience drive her contributions, while her punctuality and systematic approach ensure smooth collaboration. She is confident, friendly, and always ready to accept responsibility in a professional setting. Her conscientious personality further enhances her ability to integrate seamlessly into a team environment.

Suitability
Antonette is greatly suitable for any mortgage broking & accounts position. She is also well-suited for voice roles and basic social media tasks.

Why Antonette is Suitable for the Role
Her academic background in Management Accounting, combined with her practical experience in accounting systems, social media management, and administrative tasks, makes her highly suitable for an administrative role in the mortgage broking space. Her ability to quickly adapt to workflows, coupled with her articulate communication skills and systematic approach, ensures that she can provide exceptional support to clients. Her positive interpersonal skills and conscientious work ethic further position her as a dependable and efficient team member.