PLACED WITH CLIENT

Arnaldo is a dedicated and dynamic professional, positioned to thrive in the Australian real estate space. He holds a Bachelor of Science in Industrial Technology, majoring in Civil Technology. Arnaldo enjoys a variety of personal interests, including reading books, listening to music, singing, and participating in church activities. His hobbies include hanging out with friends, traveling, riding his bicycle around the city, listening to music, and playing online games. These diverse interests highlight his well-rounded personality and ability to connect with people from all walks of life.

Onboarding Training and Assessment

At AffordableStaff, 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.

Arnaldo’s real estate training included viewing videos and reading articles to understand the market’s nuances, along with practical exercises in processing property management tasks such as handling invoices, lease agreements, and routine inspections. These exercises honed Arnaldo’s data entry and organisational skills, ensuring he is well-equipped to manage properties efficiently.

The second phase of our training program focuses on Mortgage Broker Assessment. This intensive course immersed Arnaldo in document processing modules, where he learned to understand various types of documents and their roles in the loan application process. He was trained in following naming conventions and editing standards, with his skills assessed through quizzes and individual tasks. Arnaldo was also introduced to fundamental mortgage concepts and familiarised with commonly used tools such as CRM systems. Tasks included data entry and loan application management, offering a complete view of preparing a loan application.

We also emphasised communication skills, enhancing them through grammar checks, situational chats, and lender call simulations. By the end of this phase, Arnaldo became proficient in handling mortgage-related tasks, meeting the high standards expected by our clients.

AffordableStaff Tools Training

Tools Training is an integral part of the General Admin training program, ensuring our team members gain proficiency in essential software used in day-to-day operations. Our team members were 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.

Each session combines theoretical instruction with practical, hands-on activities, allowing Arnaldo to apply the learnings immediately. Arnaldo is knowledgeable on how to securely manage passwords, organise and categorise emails, capture and share visual content, track work time and productivity, conduct and manage virtual meetings, handle cloud storage, and manage projects effectively.

This comprehensive approach ensures Arnaldo is well-equipped to handle the variety of tools, leading to increased efficiency and task productivity.

Additional Tools Proficiency

Prior to his onboarding training, Arnaldo was identified as proficient with several tools and software:

• Expert: MS Teams
• Advanced: MS OneDrive, MS Outlook
• Practical Application: MS Word, MS Excel, MS PowerPoint, Canva
• Limited Experience: AutoCAD, Sketchup
• Basic Knowledge: Photoshop

Additional Skills and Notable Experience

Arnaldo has notable work experience in customer service and sales, having worked as a production operator at a snack food company for 6 months, a meter reader at an electric cooperative for 6 months, and a sales agent at a telecommunications company for 7 months. These roles have significantly improved his communication and problem-solving skills.

Arnaldo has been working with AffordableStaff since April 2022 where he assisted his client with the below tasks:

Property Management Related Tasks

• Weekly Reports
  • Compiling weekly auction schedules for four offices and sending them via email.
  • Gathering new listings into the company data Excel for all four offices.
• Property Brochures and Social Media
  • Editing property brochures via Campaign Track using information from REX and documents.
  • Creating Instagram stories and post tiles for advertisements via Canva and sending them to agents.
• Listings Management
  • Uploading floor plans to listings on REX.
  • Uploading B&P and Strata Reports to listings on REX and notifying agents of the updates.

Mortgage Broking Related Tasks

• Document Management
  • Downloading, renaming, sorting, and saving files to Dropbox.
  • Allocating emails in the CRM.
• Application Processing
  • Filling out fields in BrokerEngine and CRM.
  • Submitting applications to ApplyOnline.
• Pricing and Financial Calculations
  • Computing pricing for banks.
  • Applying discounts to packages.
  • Calculating uncommitted monthly income, net pay, and gross income.
• Report Preparation
  • Rechecking loan strategy report information.
  • Merging and editing funding positions and product comparisons.
  • Preparing preliminary assessments and summary of requirements.
• Client and System Management
  • Comparing documents to online Fact Find forms.
  • Checking undisclosed accounts and expenses.
  • Filling out ANZ forms.
• Technical Support and Data Presentation
  • Creating service tickets and requesting Slack installation.
  • Copying lender information to Excel or taking screenshots.
  • Logging into CoreLogic, searching properties, and ordering reports.

Arnaldo also assisted with database cleanup using the REX system. His attention to detail and organisational skills helped identify and fix inconsistencies, enhancing our data accuracy and management processes.

Learning Ability and Work Proficiency

Arnaldo demonstrates excellent learning ability and work proficiency. He adapts quickly to existing systems and workflows and is highly autonomous, requiring minimal supervision. His work is systematic and organised, ensuring that tasks are completed efficiently and accurately. Arnaldo’s persuasive verbal communication skills and ability to follow instructions make him a reliable and effective team member.

Interpersonal Skills and Personal Characteristics

Arnaldo is a warm, mature, and sociable individual who effortlessly connects with others. He is calm, responsible, and punctual, displaying a courteous demeanor in all interactions. His perseverance and readiness to accept responsibility are evident in his reliable and willing attitude. Arnaldo is smart and clever, showcasing his talent and competence in various tasks. He is keen and meticulous in his work, demonstrating a systematic approach to organisation. Friendly, helpful, humble, and sociable, Arnaldo’s interpersonal skills make him a pleasure to work with and a valuable addition to any team.

Suitability

Arnaldo is greatly suitable for any general real estate, property management, or general administrative position. Additionally, he is well-suited for basic social media tasks.

Why Arnaldo is Suitable for the Role

Arnaldo’s comprehensive training, proficiency with essential tools, and notable work experience make him an ideal candidate for an administrative team member role in the Australian real estate space. His ability to adapt quickly, work autonomously, and maintain high organisational standards ensures he can handle the diverse demands of the role. Arnaldo’s strong interpersonal skills, combined with his technical proficiency and systematic approach, make him well-equipped to support and enhance any real estate team. His dedication, reliability, and proactive attitude further highlight why he is an excellent fit for this position.