Title Services Outsourcing

Company Name: Qualfon Inc.

April 20, 2020- December 3, 2021

Job Description:

I was working as an agent in a BPO company processing Title Services (correction, retrieval or replacement for any part of the title process), Assignment of Mortgage and Verification Reports (accurate reporting on all loans) dealing it with documents under the account named Nationwide Title Clearing, Inc. The company provides a wide range of services to the nation's top mortgage lenders, servicers and investors as well as various government entities, they offer variety of service but Qualfon handles Assignment of Mortgage and Assignment Verification Reports and Title Services.

Sample Work:

this was a quick snap I got showing the main tool we were using since phones are not allowed inside the production floor also for the sake of confidentiality, I didn’t hesitate to save a screen shot of our actual work tools. But I found an exact sample of a document online which we also exactly use at work.

Right screen is the mortgage document while left screen is where we input all the necessary information. We simply encode, recheck, proof read and repeat, we also take note of state requirements as it is important in the process. We make sure before we outsource everything which would mean the output is accurate and clean.

Tools and Applications Used:

· Adobe Acrobat Reader - used to open mortgage documents since most of them

are scanned and comes in PDF file.

· NTC outsourcing - this was the main tool of our client (please see left screen on photo)

· Online OCR - image converter to wordsite for costumers’ long address

· Microsoft Excel - all new orders (mortgage documents) are being tracked in excel.

Once we finished the order we highlight them to prevent duplications.

Data Entry Specialist: Retail Transactions

Company Name: ECE Contact Centers

June 21, 2022 - September 9, 2022

Job Description:

Worked as a data entry specialist handling transaction on all retailers in Resident Home Company; Resident is a house of direct-to-consumer mattress & bedding brands such as DreamCloud, Nectar, Awara and Cloverlane.

I was working and trained under a direct client and my work was to place all the orders of various retailer into the system. There are specific requirements in processing the transaction such as state requirements, rule of discount and delivery processing and of course the accuracy of encoded orders. Working under Retail team requires a good eye for detail as we will be handling numbers, computations and pretty much data encoding.

Sample Work:

As shown on the picture is the tool, we use to process orders so we select the number that says SO154123 and then we’ll be directed to shipping details where we plot the date of the entire delivery from the resident’s warehouse to the consumer’s address. This is just one of the processes, sometimes we receive orders from our Gmail and then input them into our system named Fulfil.IO

Tools and Applications Used:

·         Fulfil.io – the account’s web-based system used in the distribution and manufacturing sector.

·         Okta- our identity platform as we are working on site so our PCs are being managed.

·         Slack- the company’s main messaging up to connect with people inside or outside production area.

·         Zoho.com- we also have a personal company email the zoho mail a secure one, encrypted solely for ECE.

·         Google Meet- all meetings and huddles with the client are held in this app.

·         Google Slides- important for our notes and guides.

·         Google Excel- widely used for our trackers and specific process requirements.

·         Gmail- main website used to receive orders from retailers.

Email and Chat Support: Albert App
October 3, 2023 - February 6, 2024
Job Description:
Albert App is a financial management platform dedicated to making financial guidance accessible and affordable for everyone. They believe in providing users with a complete financial manager to help navigate complex money management decisions. By prioritizing user needs, they offer simple, intuitive, and visually appealing financial products aimed at improving every interaction with money. Here's the link to know more: albert.com

My responsibility within Albert entails addressing the concerns of all app users. Within our team, known as the geniuses, we handle queries based on various topics, which are determined by members' concerns. The app offers features such as Savings, Instant, Investing, and Banking, all of which are accessible only to Genius subscribers. Customer concerns may include unauthorized charges, refunds, debit card verification, login issues, profile modifications, repayment status inquiries, delays in repayment, balance inquiries, bank account linking, and troubleshooting bank connections. These matters fall within Tier 1 scope. As geniuses, we are rigorously trained to uphold the highest standards of confidentiality regarding user information.

Here's an example of our work:

Tools and Applications Used:

• Mission Control
• Google Application
  
• Slack
• Notion

Certificates: