Team Member Ready for Placement

Rhea is a vibrant and well-rounded individual with a strong academic foundation in Business Administration, having earned her bachelor’s degree in Marketing Management and completed two years of a master’s program in Hospitality and Tourism Management. She enjoys general exercise and Netflix in her downtime. Her hobbies include content creation, archery, and muay thai, reflecting both her creative drive and disciplined lifestyle. With years of administrative, academic, and creative experience, she brings a unique combination of professionalism, energy, and versatility to any team she joins.

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.

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. 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 she 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
Before our onboarding training, she has been identified as proficient with the following tools and software:

• Advanced: Word, Canva
• Practical Application: Excel, PowerPoint, Teams, Trello
• Limited Experience: Outlook, OneNote, OneDrive, Hubstaff, LastPass, DocuSign, Wix, WordPress
• Basic Knowledge: Publisher

Additional Skills and Notable Experience
She has held a variety of roles that reflect both depth and breadth in administrative and creative functions. She worked as a junior web content writer at a digital marketing company for 9 months and as a freelance content writer for an e-commerce and online retail business for 2 months. For over 5 years, she served as an executive assistant at a university and also taught part-time as a college instructor for nearly 2 years. In addition, she is currently active as a freelance user-generated content creator and affiliate, which speaks to her adaptability and creative skillset. Key skills and tasks include:

• Administrative support and executive assistance
• Content writing and editing
• Social media content creation and audience engagement
• Academic instruction and research
• Managing communications and schedules
• Web content and user-generated media production

Learning Ability and Work Proficiency
Rhea is a quick learner with a high comprehension capacity and excellent analytical skills. She steadily progresses through her tasks and consistently seeks to improve her performance. She works well with recorded instruction and hands-on training and requires only minimal supervision. Highly organised and self-motivated, Rhea is determined, focused, and eager to expand her knowledge in every opportunity that comes her way.

Interpersonal Skills and Personal Characteristics
Rhea brings a delightful and friendly demeanor to her work environment. She is articulate and she demonstrates outstanding verbal and written communication. She is responsible and sincere, shows initiative and confidence, and maintains a courteous and cooperative approach with her colleagues. Her energy, efficiency, and devotion to her work make her a reliable and engaging team member.

Suitability
Rhea is greatly suitable for any general mortgage broking or general administrative position, as well as voice roles and basic social media.

Why Rhea is Suitable for the Role
Rhea’s combination of academic achievement, administrative experience, creative passion, and technical competence positions her as a well-rounded and capable team member in the mortgage broking space. Her proven ability to manage both detailed administrative work and creative outputs, along with her articulate communication skills and proactive learning approach, makes her a valuable asset to any team. Rhea is poised to contribute meaningfully to the success of her future client.