PLACED WITH CLIENT

Ram is a talented and versatile professional with a strong background in various fields. Driven by a passion for creativity, he enjoys painting, gardening, and metal fabrication, showcasing his resourcefulness and artistic abilities. An example of his ingenuity is the computer table he constructed from BBQ sticks during his free time. He holds a Bachelor of Science in Chemical Engineering, completing four years of intensive study.

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 Ram 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

He brings a wealth of experience from various industries, highlighting his versatility and adaptability. He served as a research associate for over six years in an advertising and marketing research company, refining his analytical and organisational skills. His technical expertise was further demonstrated as an Internet café personnel and system administrator, where he managed operations and provided customer support for 1 year and 9 months. Additionally, he honed his communication and sales abilities as a sales representative for 9 months in both a dental care company and a manufacturing firm, where he also gained valuable procurement experience as a purchasing officer. His technical aptitude was evident in his role as IT personnel for 8 months at a local government unit and computer center. Furthermore, his customer-focused approach was sharpened through 7 months of experience as a customer service representative at two call centers. This diverse professional background has equipped him with strong communication, problem-solving, and organisational skills that are invaluable in his current role.

Ram has been working with Affordable Staff since August 2023 within the Mortgage Broking space where he assisted his clients. His tasks include:

• Data Management and Entry
  • Collecting data for comprehensive credit reporting or approved leads.
  • Adding leads to MyCRM.
  • Preparing and submitting property price reports using the domain.
• Client and Lender Correspondence
  • Communicating with lenders, business development managers, and clients via email or calls for policy inquiries, application status updates, and changes.
  • Explaining funding tables or lender offers to clients.
  • Facilitating client-requested changes in applications.
• Application and Loan Process Oversight
  • Preparing and completing loan applications in MyCRM.
  • Monitoring applications from lodging to settlement, handling follow-ups, mortgage interest rates, revisions, and lender changes.
  • Assessing scenarios by checking lead completeness, conducting servicing, and preparing funding options.
• Research and Documentation
  • Preparing Property Price Reports.
  • Formalising valuation requests based on lender requirements.
  • Managing blog updates.

Learning Ability and Work Proficiency

He is a steady independent worker who takes initiative and raises insightful questions. He works well with recorded instructions and requires minimal support once he is familiar with systems and processes. His organisational skills ensure tasks are handled systematically and efficiently.

Interpersonal Skills and Personal Characteristics

He is a mature, cheerful, and ambitious individual with an easy-going demeanor that makes him approachable and pleasant to work with. Industrious and confident, he eagerly takes on responsibilities with keen interest and competence. A systematic and efficient worker, he is also friendly and helpful, fostering positive collaboration with colleagues.

Suitability

He is greatly suitable for any general mortgage broking or general administrative position. He is also suitable for voice roles, basic social media, and basic video editing.

Why Ram is Suitable for the Role

His diverse professional background, technical proficiency, and strong interpersonal skills make him an excellent fit for the Australian Mortgage Broking space. His commitment to learning, meticulous organisational skills, and ability to adapt quickly to new systems ensure he will provide outstanding support to clients. His comprehensive training and extensive experience will make him a valuable asset, ready to excel in this role.