About Trisha Montalbo

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About me

I am smart, proactive, and eager to learn. I also have determination, persistence, and a positive attitude. Motivated with more than three years of expertise in the corporate world. I am an expert in Real Estate and Quality Assurance. For the years that I have been as a Real Estate VA, I did all the following:

  • Process mortgage loan data collected from clients
  • Manage emails in Outlook
  • Classify Australian bank statements and transaction listings
  • Order valuation from different banks using LastPass
  • Attach and reconcile receipts in Xero
  • Use Podium to input client information to apply it online to different banks and use servicing calculators
  • Reconcile client’s receipts in Xero
  • Create indicative proposals to summarize the client’s income, assets, and liabilities.
  • Cold Calling Homeowners
  • Scheduling Appointments
  • Communicating with clients and potential clients
  • Admin Tasks

I have also been recognized as the youngest to become a quality assurance analyst in my previous company and not only that, I was also an asset in the team as I was one of the universal QAs which means that I get to handle multiple accounts like real estate, tech support accounts, bookkeeping, and lead generation. I maintain a perfect overall scorecard for almost all the months I have been as a Real Estate VA and a QAA.

Experience

  • 2020 - 2022
    SOPHI Inc.

    Quality Assurance Analyst

    Evaluate customers’ experience as they interact with your call center associates through inbound and outbound calls, email, chat, and social media responses
    Monitor agents for compliance with established processes, policies and guidelines
    Work with the Supervisor and/or Team Coach to provide feedback and coaching to Agents based on evaluation results
    Analyze information and utilize to build recommendations to reduce errors and improve process performance
    Create and maintain tracking reports in relation to performance

  • 2019 - 2020
    SOPHI Inc.

    Technical Support Agent

    Provide technical assistance to both the client and the client’s customers, explaining charges, and pacifying irate customers
    Assist clients via email, chat, inbound and outbound calls and making sure issues/concerns are resolved during the fist call
    Help troubleshoot app and website both on customer and client interface

  • 2018 - 2019
    Delonix Marketing Corporation

    Real Estate VA

    Cold Calling Homeowners
    Scheduling Appointments
    Communicating with clients and potential clients
    Admin Tasks
    Process mortgage loan data collected from clients
    Manage emails in Outlook
    Classify Australian bank statements and transaction listings
    Order valuation from different banks using LastPass
    Attach and reconcile receipts in Xero
    Use Podium to input client information to apply it online to different banks and use servicing calculators
    Create indicative proposals to summarize the client’s income, assets, and liabilities

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