At HSBC, I managed and formalized mortgage loans, including INFONAVIT and FOVISSSTE co-financing, liquidity, construction, and standard bank loans. I assessed credit risk, interpreted credit bureau reports, and calculated client income.
I coordinated with notaries, appraisers, and bank providers to validate guarantees and documents. I also improved file integration, reducing validation time with notaries and the Public Registry.
As an HSBC Mortgage Management Leader, I prepared documentation for commercial appraisals, checked authorized credit lines, and handled post-signature documents through closing and final verification.
At Banco del Bajío, I served clients seeking foreign currency exchange and reviewed prospective clients for domestic or international currency transactions. My banking experience also includes financial product advice, customer service, and sales reporting in Excel.
