Team Member Ready for Placement

Miguel is a composed and attentive individual with a background in Aircraft Maintenance Technology and a year of experience in both customer service and education. He enjoys basketball, video games, and playing musical instruments like the guitar and ukulele, reflecting his well-rounded personality and calm demeanor. With a strong inclination for precision and an eagerness to learn, he is continuously working on honing his communication, organisational, and analytical skills to succeed in dynamic support environments.

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 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 he 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, he had already gained experience with the following tools and software:

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

Additional Skills and Notable Experience
He brings relevant experience from two key roles. He worked as an online english tutor for one year, where he developed strong communication and instructional skills. Following this, he served as a customer service representative at a call center for 1 year and 3 months. In this role, he handled customer queries and email tickets and was responsible for organising and resolving account-related issues.

Key strengths and tasks included:

• Handling and resolving customer inquiries through written communication
• Writing professional and clear emails
• Managing ticket systems and categorising requests
• Applying attention to detail and accuracy in client support
• Developing fast typing and data management skills
• Participating in training programs that enhanced comprehension and decision-making

Earlier in his academic career, he also completed a hands-on internship in aircraft maintenance, which helped him build focus, discipline, and a results-driven mindset.

Learning Ability and Work Proficiency
He demonstrates diligence, attentiveness, and logical thinking in his approach to learning. He performs best with hands-on training and recorded instruction, and while he may require initial support when navigating new systems or processes, he shows steady improvement with exposure. He is highly receptive to feedback and takes time to clarify instructions when needed. He is well-organised and capable of producing high-quality work when given proper guidance.

Interpersonal Skills and Personal Characteristics
He is courteous, obliging, and naturally composed in his interactions. He builds rapport easily with others through his amiable and steady personality. He takes initiative, shows readiness to contribute, and is open to learning from mistakes. His professionalism and respectful demeanor make him a pleasant team member to work with.

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

Why Miguel is Suitable for the Role
He brings a balanced mix of attentiveness, structure, and communication ability to mortgage broking support roles. His background in customer service, combined with strong written communication and a keen eye for detail, makes him well-equipped for administrative roles. With his willingness to learn, steady work ethic, and ability to adapt to technical tools, he is poised to succeed in providing high-quality support to brokers and administrative teams.