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Sandra Leigh Montinola

@sandraleighmontinola

Sales operations support at Premier Claims, maintaining Salesforce records for 150+ active opportunities.

At Premier Claims, I maintain accurate Salesforce records for 150+ active opportunities and pull and verify property data in CREXi. I also analyze HailTrace data to identify new leads and prepare opportunity summaries for the Business Development team.

At Simple Home Exits, LLC, I progressed from Assistant Transaction Coordinator to Transaction Coordinator. I managed transaction files from opening to closing, including contracts, documentation, and deadlines, and kept clients and other parties aligned through correspondence and status reports.

At Philippine Crop Insurance Corporation, I processed insurance applications and policy changes, encoded and validated data, and prepared monthly quota reports. I also checked files for policy discrepancies and managed inbox follow-ups.

Experience

Work history, roles, and key accomplishments

Sales Development Representative

Premier Claims

Apr 2024 - Sep 2026 (2 years 5 months)

Maintains accurate Salesforce pipeline records for 150+ active opportunities, verifies property data in CREXi, and analyzes HailTrace data to identify leads. Aligns Sales and Account Management on documentation and next steps.

Salesforce Crexi HailTrace Data Management Sales Pipeline Management Lead Generation Stakeholder Communication

Transaction Coordinator

Simple Home Exits, LLC

Apr 2023 - Apr 2024 (1 year)

Managed transaction files from opening to closing, serving as primary point of contact between clients, lenders, inspectors, and title companies. Built deal status reports and coordinated meetings across multiple parties.

Transaction Management Contract Processing Docusign Client Communication Email Management Reporting Meeting Coordination

Assistant Transaction Coordinator

Simple Home Exits, LLC

Feb 2022 - Apr 2023 (1 year 2 months)

Supported transaction coordination, managing documentation and deadlines across multiple deals. Assisted in maintaining deal status reports and coordinating communications.

Transaction Management Contract Processing Docusign Client Communication Email Management Reporting

Acting Insurance Processor

Philippine Crop Insurance Corporation

Jun 2020 - Feb 2022 (1 year 8 months)

Processed insurance applications, renewals, endorsements, and cancellations in line with underwriting guidelines. Prepared monthly quota reports and ran quality checks on digital and physical files.

Insurance Processing Data Entry Quality Assurance Reporting Email Management Underwriting Guideline Knowledge

Data Encoder

Philippine Crop Insurance Corporation

Sep 2019 - Jun 2020 (9 months)

Encoded and validated insurance data daily, consistently meeting or exceeding quotas. Managed email correspondence and inbox follow-ups as part of daily processing.

Data Entry Data Validation Email Management Insurance Processing