Team Member Ready for Placement

PERSONAL DETAILS

Name: Kyla Bartolome

Date of Birth	Gender	Marital Status
9 December, 2001	Female	Single

Interview with Kyla

Watch the Interview

ABOUT KYLA

Kyla is a dedicated and passionate individual with a Bachelor of Science in Accountancy. She is single and enjoys reading books in her free time, showing a keen interest in technology, science, and research. Her academic background and personal interests make her a well-rounded candidate for the role of an admin team member in the Australian Mortgage Broking space.

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 (MB) 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 Kyla 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

She holds a Bachelor’s degree in Accountancy and has undergone training as a freelance Virtual Assistant. Although brief, this experience gave her valuable insights into the Australian taxation process, utilising Xero for invoice management, and processing documents through DocHub. Additionally, she completed a one-month internship at an accounting firm, which further developed her practical skills and deepened her understanding of accounting practices.

Learning Ability and Work Proficiency

She demonstrates steady and continuous progress in her work. She has good written communication skills and adapts quickly to existing systems and workflows. She is highly autonomous, requires minimal supervision, and is exceptionally organised. While she can get easily overwhelmed when presented with lots of information initially and tends to overthink, her ability to learn and improve is evident.

Interpersonal Skills and Personal Characteristics

Kyla is a warm and friendly individual who is diligent and willing to accept responsibility. She shows brilliant initiative, is highly efficient, and is keenly interested in her work. Kyla is systematic in her approach, well-behaved, and demonstrates a strong capacity to cooperate with others. Her ability to organise and her professional demeanor make her an asset to any team.

Suitability

She is greatly suitable for a Mortgage Broking position, including voice roles.

Why Kyla is Suitable for the Role

Her academic background in Accountancy and hands-on experience with Xero and Australian taxation processes make her an excellent candidate for the Australian Mortgage Broking space. She is diligent, highly organised, and quickly adapts to new systems and workflows. Her continuous improvement and proactive attitude further highlight her suitability for this role.