PLACED WITH CLIENT

Joanna is a highly motivated and dynamic individual who has recently completed her initial training at AffordableStaff. Family-oriented, Joanna enjoys singing, playing video games, spending time with her niece, and catching up with friends. She pursued a Bachelor of Science in Financial Management, completing two years of the program. Joanna’s dedication and enthusiasm for learning make her a valuable addition to the team.

Onboarding Training and Assessment

At AffordableStaff, 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 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.

AffordableStaff 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 that Joanna 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

Prior to our onboarding training, Joanna was identified as proficient with the following tools and softwares:

• Practical Application: Microsoft Word
• Limited Experience: Microsoft Outlook
• Basic Knowledge: Microsoft Excel, PowerPoint, Teams

Additional Skills and Notable Experience

Before joining AffordableStaff, Joanna worked as a customer service representative at a call center for seven months. This experience helped her develop strong communication and problem-solving skills, which are invaluable in her new role.

Learning Ability and Work Proficiency

Joanna is a quick learner with an analytical and rational mind. She is a steady worker who shows continuous progress and consistently seeks opportunities to improve her work. Joanna follows instructions well, particularly with hands-on practice and recorded instructional videos. While she may require support when learning new systems, she is highly organised and capable of working independently once she understands the processes. Her clear and concise verbal and written communication skills further enhance her effectiveness.

Interpersonal Skills and Personal Characteristics

Joanna is known for her calm and composed demeanor, making her a diligent and dutiful team member. Her confidence and sharp mental capacity enable her to take initiative and be resourceful in her tasks. Joanna is patient, devoted, and systematic in her approach, demonstrating a high level of proficiency and competence. She is amicable, sociable, responsible, courteous, and easy-going, making her a pleasure to work with. Joanna is always eager to learn and widen her scope, consistently showing progress in her work.

Suitability

Joanna is greatly suitable for any general mortgage broking or general administrative position, as well as basic social media roles.

Why Joanna is Suitable for the Role

Joanna’s combination of strong communication skills, proficiency in essential tools, and dedication to continuous learning make her an excellent fit for the Australian Mortgage Broking space. Her calm and composed demeanor, along with her systematic approach to tasks, ensures she can handle a variety of administrative responsibilities efficiently. Joanna’s ability to quickly adapt to new systems and processes, coupled with her proactive attitude and professional ability, make her a valuable asset to any team.