Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Timeline
Generic
Emmanuel Morales Rojas

Emmanuel Morales Rojas

Tecamac, México

Summary

Proactive and meticulous Manager with over 20 years of experience in financial industry. Proficiencies in planning, coordinate, controlling, time management, analysis, reports, projects and internal communications.


Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client generation.

Overview

17
17
years of professional experience

Work History

Manager Reporting-Analytics & Comms

HSBC
03.2017 - 04.2023
  • Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Prepare comprehensive dashboards related to headcount and organizational structure, executive presentations, outcomes and recommendations for senior management and stakeholders.
  • Planning, execution and management of effective internal communication campaigns towards Mexico and LAM related to employee benefits and services
  • Communicated clearly with employees, business partners, stakeholders and heads to established business goals.
  • Coordinate town halls and leaders sessions of HR to HSBC Mexico

Achievements:
Projects to handling accounting staff cost .

Create KPI's for core processes.

Global Future Skills project for HSBC Mexico and LAM
Global internal web page of internal communication for HSBC Mexico and LAM

Advisor

HSBC
08.2013 - 02.2017
  • Attending global committees, supporting strategic initiatives.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Budget management of Collections structure and span of control changes.
  • Coordinate hiring process to call center with Human Resources.
  • Attending queries with internal and external customer. (Benefits, facilities or processes).
  • Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.

Achievements:

Accomplishment AOP targets getting $3.4 USD m in Savings.

Incentive Analyst

HSBC
04.2012 - 07.2013
  • Incentive calculus to call center, field collectors and sending payments to payroll.
  • Increased efficiency by streamlining data analysis processes and implementing automation tools.
  • Assisted in decision-making processes by presenting accurate, data-driven recommendations to stakeholders.
  • Enhanced team collaboration by providing clear communication of complex findings through documentation, mapping processes, visualizations and reports.

Achievements:

Project G9 MI (KPIs) to improve the recovery efficiency to 100%

Legal Billing Analyst

HSBC
12.2010 - 03.2012
  • Receipt of invoices to law firms for payment of recovered cases from assigned portfolio.
  • Analysis of legal stages to pay fees
  • Payment clarifications for legal firms

Achievements:

Reduction of 90% of rejected invoices with proper training to lawyers firm

Collector Agent

HSBC
10.2006 - 11.2010
  • Improved customer satisfaction by effectively negotiating payment plans tailored to individual financial situations.
  • Reduced delinquency rates through proactive communication and follow-up with debtors.
  • Increased recovery rates by conducting thorough account research and identifying potential sources of repayment.

Achievements:
93% recovery efficiency targets

Education

Bachelor of Arts - Business Administration

Universidad Del Valle De Mexico
Coacalco, México, México
03.2015

Skills

  • Human Resources Management
  • Documentation, Business Analysis and Reporting
  • Key Performance Indicators
  • Project Management
  • MS Office, Power BI, People Soft, Zoom (Webinars)
  • Customer Service
  • Teamwork and Collaboration
  • Organizational Skills
  • Process Improvement
  • Effective Communication
  • Process Improvement
  • Effective Communication

Languages

Spanish
Bilingual or Proficient (C2)
English
Advanced (C1)

Affiliations

  • I am a passionate soccer football player and soccer fan, since I was 6 years old my dream was to be a professional soccer player and my achievement was to played in sports clubs like “PUMAS” and “CECAP” which is related with “FEDERACIÓN MEXICANA DE FUTBOL” Also during my worksite in HSBC during 6 years I was the coordinator of soccer team for HSBC but participating since 2010 in the biggest tournament for Financial Institutions in Mexico called “JUEGOS BANCARIOS”. I have studied courses related to football analysis and local event manager in the “Universidad del Futbol de Pachuca” in Mexico.

Timeline

Manager Reporting-Analytics & Comms

HSBC
03.2017 - 04.2023

Advisor

HSBC
08.2013 - 02.2017

Incentive Analyst

HSBC
04.2012 - 07.2013

Legal Billing Analyst

HSBC
12.2010 - 03.2012

Collector Agent

HSBC
10.2006 - 11.2010

Bachelor of Arts - Business Administration

Universidad Del Valle De Mexico
Emmanuel Morales Rojas