Team Member Ready for Placement

Juvelyn holds a Bachelor of Science in Information Systems and is passionate about Korean dramas, reading books, and listening to K-pop. She has a warm and pleasant demeanor and enjoys spending time with her cats. Dedicated to her work, Juvelyn brings a strong sense of responsibility and professionalism to all her tasks, reflecting her years of experience in the call center industry.

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 Juvelyn 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 joining Affordable Staff, Juvelyn was proficient with several tools, including Microsoft Word, Excel, PowerPoint, Teams, and Canva. She has practical experience with DocuSign, WordPress, Bootstrap Studio, and Google Fonts. With limited exposure to tools like Microsoft Outlook and Adobe Photoshop, Juvelyn is always eager to expand her skills and adapt to new software.

Additional Skills and Notable Experience

Juvelyn has 4 years of experience in the call center industry, where she developed excellent communication and organisational skills. Her experience in customer service has sharpened her problem-solving abilities and her capacity to manage tasks efficiently.

Learning Ability and Work Proficiency

Juvelyn is a diligent and conscientious worker who adapts quickly to new systems and workflows. Her strong analytical skills and determination make her a steady worker, always seeking to improve her performance. Juvelyn follows instructions with ease and requires minimal supervision, making her highly autonomous in her work. Though she is still learning the intricacies of the mortgage broking industry, her organisational skills and adaptability allow her to overcome challenges and deliver results.

Interpersonal Skills and Personal Characteristics

Juvelyn is known for her warm and composed personality, which makes her a great team player. She is conscientious and reliable, always eager to take on responsibility. Her enterprising nature, combined with her resourcefulness, ensures that she approaches tasks with competence and thoroughness. Juvelyn’s systematic approach to her work, coupled with her friendly and harmonious attitude, allows her to cooperate well with others while maintaining high standards of organisation. Her sincerity and modesty, along with her attention to detail, make her an effective and thoughtful worker.

Suitability

Juvelyn is greatly suitable for any general mortgage broking or general administrative position, as well as for voice roles.

Why Juvelyn is Suitable for the Role

Juvelyn’s blend of strong technical skills, communication abilities, and organisational proficiency make her an excellent fit for mortgage broking support roles. Her extensive tools training, coupled with her years of experience in the call center industry, ensures she can handle administrative tasks efficiently. Juvelyn’s adaptability, warm personality, and willingness to learn new processes highlight her suitability for any role in the Australian mortgage broking space.