Team Member Ready for Placement

Joanna Marie Liagoso holds a Bachelor of Science in Hospitality Management, bringing a strong foundation in organisation, accuracy, and professional communication. Her reliable and detail-oriented working style, combined with a customer-focused mindset, makes her highly suitable for roles in Australian mortgage broking and administrative support. Joanna’s disciplined approach to tasks and her proficiency in handling complex workflows ensure she is a dependable asset for any team.

Core Strengths

Joanna excels in accuracy-driven tasks and maintains a highly organised workflow. She is a fast learner with excellent time management and a proactive attitude, which enables her to adapt quickly to new processes and systems.

Affordable Staff Training Overview

Joanna completed Affordable Staff’s structured training program. This program initially established her strong administrative foundations and professional communication aligned with Australian workplace standards. She then advanced into the Mortgage Broking pathway, acquiring practical skills in document processing, loan file management, and broker support tasks.

Training Highlights

• Administrative and communication foundations, including accuracy, document handling, organisation, and email etiquette.
• Developed a solid understanding of the mortgage broking role, the loan process, client needs, and lending terminologies used in Australia.
• Expertise in processing lender-required documents, including assets, income, liabilities, compliance files, credit assessment records, and security documents.
• Knowledge of lender-specific requirements and managing document variations across multiple lenders.

Tools Learned

• Mortgage Broking Systems: Connective Nexus (CRM), BrokerEngine (workflow/project management).
• Document Management Tools: PDF editors, cloud storage management, file naming conventions, and lender-specific portals.

Additional Tools Experience (Before Joining Affordable Staff)

• Advanced: MS Word, Teams
• Limited Experience: MS Excel, PowerPoint, Outlook, Adobe Illustrator, Trello

Professional Experience & Key Skills

Joanna has over 10 years of professional experience in administrative and customer-facing roles across various industries. Her background includes positions as a front office staff for close to 5 years, a customer service associate for over 4 years, and a part-time virtual assistant for 10 months, where she developed strong communication and organisational skills. Additionally, she held a role as an operations officer and customer service officer for a retail brand, strengthening her administrative capabilities.

Key Skills:

• Accurate data entry and meticulous documentation.
• Client communication and support.
• Workflow and schedule management.
• Report preparation and administrative organisation.
• Efficient handling of complex processes and multi-tasking.
• Basic proficiency in document design (Adobe Illustrator).

Personal Interests & Hobbies

Joanna enjoys engaging in arts and crafts, baking, cycling, and cooking in her free time. She also loves visiting coffee shops and spending time at the beach.

Role Suitability

Well-suited for Australian mortgage broking and general administrative roles.

Why Joanna Is Suitable for the Role

Joanna Marie Liagoso is a dependable and highly organised professional who has demonstrated exceptional accuracy and adaptability throughout her training and career. With practical skills in mortgage broking systems, administrative tools, and a solid grasp of lender requirements, she is well-prepared to tackle the demands of the role. Joanna’s proactive nature, combined with her proven track record in customer service and administrative disciplines, ensures she will be a valuable member of the Australian mortgage broking team.