About Trisha Montalbo
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Viewed 29
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
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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