Team Member Ready for Placement

Ivan is a focused and enthusiastic professional with a Bachelor of Secondary Education Major in English. Single and highly engaged in his personal interests, he enjoys listening to music, watching Korean dramas, playing online games, and exploring K-pop culture. Ivan’s diverse hobbies, from socialising with friends to immersing himself in music, reflect a balanced personality well-suited for both professional and creative pursuits.

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 are 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 were 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 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 Ivan 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 onboarding training, Ivan was proficient in MS Word, MS Forms, and Canva. He has practical experience with MS Excel, Wix, and WordPress, and basic knowledge of Procreate. His familiarity with these tools enhances his versatility in handling diverse administrative tasks, making him well-prepared for various roles in mortgage broking and general administration.

Additional Skills and Notable Experience
Ivan’s work experience includes an internship spanning over a year and a role as an ESL tutor for one month. These experiences helped him refine his communication skills, adaptability, and understanding of administrative responsibilities in a professional setting.

Learning Ability and Work Proficiency
Ivan is a steady and highly motivated worker with a logical and critical mindset. His high comprehensive capacity enables him to quickly grasp new concepts, while his analytical skills support his consistent performance. Ivan is highly organised and is capable of working independently with minimal supervision. He adapts quickly to existing systems and workflows, making him efficient and reliable in both routine and complex tasks.

Interpersonal Skills and Personal Characteristics
Ivan is calm, amiable, and responsible, known for his enthusiasm and confidence. He has a sociable nature and cooperates well with others, contributing to a harmonious work environment. With a methodical and orderly approach to organisation, Ivan is articulate, engaging, and an active listener. His diplomacy and outstanding verbal and written communication skills make him effective in client and team interactions. His eagerness to ask questions and willingness to learn reflect his commitment to quality and personal growth.

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

Why Ivan is Suitable for the Role
Ivan’s comprehensive training, strong administrative skills, and keen attention to detail make him an ideal candidate for mortgage broking and general admin roles. His proficiency with essential tools, adaptability, and strong communication skills ensure that he can contribute effectively to any team. Ivan’s commitment to learning, coupled with his efficient and organised approach, makes him a valuable asset to the Australian Mortgage Broking space or any general administrative position.