Team Member Ready for Placement

Sophia is an enthusiastic individual with a passion for learning and personal growth. She enjoys reading books, listening to music, and playing musical instruments. Holding a Bachelor of Science in Psychology, Sophia brings a thoughtful and analytical approach to her work, making her a valuable asset to any team.

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 are 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 Sophia 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
Sophia’s previous experience includes a clinical internship where she assisted clients with psychological assessments, as well as an educational internship where she facilitated team-building activities and managed office paperwork. She has also worked as a receptionist and dental assistant, where she handled data management, inquiries, and appointment scheduling. These roles have honed her communication and organisational skills, which will be valuable in her current position.

She joined the team last August 2023 and has been contributing to the mortgage broking space. Her tasks include:

• Loan Processing and Client Requests
  • Availing ANZ cashback for refinance applications.
  • Requesting better or discounted rates for clients.
  • Filling in information to discharge security from loans.
• Valuation and Assessment
  • Using lender servicing calculators to determine borrowing capacity.
  • Ordering property market value assessments.
  • Tracking property valuations and pricing using spreadsheets.
• Data Entry and File Management
  • Inputting broker IDs and passwords in a spreadsheet.
  • Renaming files received or downloaded according to guidelines.
  • Creating opportunities for potential leads or clients in the system.
  • Filling in information from CRM for online lodgements. ​

Learning Ability and Work Proficiency
Sophia is an independent, self-motivated worker who adapts quickly to new systems and workflows. She has strong analytical capabilities and consistently delivers high-quality work. She is highly organised and capable of working autonomously, making her a reliable team member. With further exposure to industry-specific concepts, Sophia will continue to excel in her role.

Interpersonal Skills and Personal Characteristics
Sophia’s interpersonal skills are exceptional. She is composed, courteous, and attentive, making her easy to work with. Her calm demeanor and modesty allow her to collaborate effectively with others, while her readiness to accept responsibility and take initiative make her a standout performer. She is efficient and methodical, always striving to improve her work. Sophia’s gentle nature and punctuality ensure she is both dependable and approachable.

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

Why Sophia is Suitable for the Role
Sophia’s adaptability, intelligence, and strong work ethic make her an ideal candidate for the mortgage broking space. Her proficiency with tools, her analytical abilities, and her willingness to learn ensure that she is well-prepared for the demands of the role. Her friendly and courteous nature, combined with her dedication to meeting high standards, makes her a valuable addition to any team. With further industry exposure, Sophia will continue to thrive in her position and contribute significantly to her client’s success.