PLACED WITH CLIENT

Edward is an enthusiastic and committed professional with a background in Engineering Technology. He enjoys cycling, video games, and running, as well as taking on household chores and managing the entire household. His technical background, combined with his disciplined and organised nature, makes him well-suited for roles that demand a strong analytical mindset and attention to detail. In his personal life, he finds joy in maintaining an active lifestyle and spending time on activities that keep him physically and mentally sharp. He is currently in a relationship and balances his professional ambitions with his personal commitments.

Onboarding Training and Assessment

At Affordable Staff, we ensure that each team member not only excels in administrative tasks but also gains a comprehensive understanding of Australian business practices and cultural nuances—an essential aspect of effective client support. His onboarding began with an in-depth introduction to general administrative competencies within the real estate sector, equipping him with the versatility needed to manage a wide array of administrative tasks.

Following this, he underwent an intensive two-week Mortgage Broker Assessment. This program immersed him in document processing modules, where he learned to manage various types of documents crucial to the loan application process. He was trained in adhering to specific naming conventions and editing standards, and his skills were rigorously assessed through quizzes and practical tasks. Edward also acquired foundational knowledge of mortgage concepts and became proficient in using essential tools such as CRM systems. His tasks included data entry and loan application management, providing him with a holistic view of preparing and processing loan applications.

Moreover, his communication skills were honed through grammar checks, situational chats, and lender call simulations, ensuring he is well-prepared to meet the high standards expected in mortgage-related tasks.

Affordable Staff Tools Training

Tool proficiency is a vital component of Edward’s training at Affordable Staff. He became adept at using essential software, including LastPass for password management, Outlook for email and calendar organisation, TechSmith for screen capturing and recording, Hubstaff for time tracking, Zoom and Teams for virtual communication, OneDrive for file management, and Trello for project management.

During his Mortgage Broking Foundations course, he focused extensively on mastering Nexus CRM and BrokerEngine. These tools are pivotal for mortgage broking VAs, and he spent considerable time honing his skills through practice and repetition. His training covered various areas, including document processing basics, advanced editing standards, and scenario-based training. This comprehensive approach has equipped him with the expertise to handle a wide range of tasks efficiently, ensuring he is highly proficient in the tools required for mortgage broking support roles.

Additional Tools Proficiency

Edward brings a solid foundation in various tools and software, enhancing his ability to adapt quickly and perform effectively in his role. His proficiency levels are categorised as follows:

• Practical Application: MS Word, Excel, PowerPoint
• Limited Knowledge: Adobe Photoshop, Adobe Illustrator
• Basic Knowledge: MS Outlook, Teams, OneDrive

This diverse skill set ensures that he is well-prepared to handle a range of tasks and responsibilities, contributing to his overall efficiency in the workplace.

Additional Skills and Notable Experience

Edward brings valuable experience from his previous roles, including positions as an equipment associate in a group of companies, an account officer in a housing development company, and an accounts management officer in a real estate company. These roles have helped him develop strong communication and problem-solving skills, making him a well-rounded candidate for his new responsibilities.

Learning Ability and Work Proficiency

His learning ability is impressive, characterised by his high comprehensive capacity and excellent analytical skills. He is a serious and cautious worker, consistently delivering excellent results. He is highly motivated and organised, with a strong desire to improve and expand his knowledge. He is an articulate communicator, both in writing and verbally, and is an active listener who adapts quickly to existing systems and workflows. Edward excels with hands-on practice and recorded instructional videos, requiring minimal supervision. His organisation skills are exceptional, although he recognises the importance of taking his time to fully understand instructions, with speed naturally following. His proactive approach to clarifying instructions further enhances his effectiveness in the role.

Interpersonal Skills and Personal Characteristics

He is a diligent and competent professional who approaches his work with earnestness and enthusiasm. He is confident in his abilities, displaying a systematic approach to organisation and a friendly, sociable demeanor that allows him to cooperate well with others. His responsible and courteous nature, combined with his attentiveness, makes him a reliable team member. He is driven by a genuine interest in his work and meticulous attention to detail. His consistent work ethic and ability to work independently underscore his suitability for roles requiring both initiative and collaboration.

Suitability

Edward is greatly suitable for any general mortgage broking or general administrative position and has the potential to excel in a voice role as well.

Why Edward is Suitable for the Role

Edward is a well-rounded and highly capable professional, equipped with the technical skills, learning ability, and interpersonal qualities necessary for success in the Australian Mortgage Broking space. His extensive training, combined with his background in engineering and previous work experience, positions him as an ideal candidate for general administrative roles. Edward’s strong organisational skills, proactive attitude, and proficiency with essential tools make him a valuable asset, ready to contribute effectively to any team.