José Sergio Montañez Trejo

• Trained new inspectors on proper inspection techniques, safety protocols, and regulatory compliance.
• Reviewed technical documents to verify code and safety compliance in both electronic and paper formats.
• Reviewed supplier documentation and ensured it was compliant with relevant regulations.
• Validation of merchandise against invoice, detecting brand, model, series and quantities
• Coordination of the transportation of merchandise to be imported to Mexico.
• Provide customers with the attention and service they require when importing merchandise.
• Use of forklift for loading and unloading merchandise

• Perform verification of merchandise imported by Halliburton from the United States to Mexico, such as drills, probes, valves, pumping motors, gaskets, etc.; the part number, quantities, serial number, model, weight, classification, and corresponding fraction in the SLAM, place of origin, and discrepancies are validated against the invoice.
• Validate the classification of the merchandise with the Customs Inspection if a permit or any restriction is required.

• Assign and validate activities for the personnel in the electoral organization area.
• Support the activities of the Electoral Organization Vocal.
• Prepare the monthly activity reports according to the schedule of the mandate revocation process.
• Verify that the packages with the election ballots from the district are received.
• Coordinate the activities of the election day drills.
• Coordinate activities of the supervisors and electoral assistant trainers. Reviewed reports on employee attendance, productivity, and effectiveness.

• Provide advice on pensions for occupational hazards, disability, widowhood, unemployment, and old age.
• Presenting clients with a projected pension calculation so they can make a better decision for their future and that of their family.
• Contact the human resources managers to provide them with corporate advice on pensions, personal finance, voluntary savings, etc.
• I work with new companies to provide advisory services on pensions, life insurance, and investment funds.
• Provide courses to company employees on personal finance, voluntary savings, disability pensions, occupational hazards, and unemployment benefits.

• Carry out the inventory of fixed assets every quarter of the entire experimental field that is in charge of the researchers, administrators, administrative head and field head.
• Conduct a monthly physical inventory of the corn, canola, and sorghum seed warehouse available for sale in the field.
• Monthly sending of seed inventory reports, fixed assets, materials reconciliation, complaints mailbox, emergency brigades.
• Quotation and purchase of fertilizers, pesticides, reagents for soil analysis, seedlings and seeds, spare parts for tractors, pick-ups, seeders, tillers, etc.
• Dealing with local and foreign suppliers.
• Sale of canola, sorghum, and corn seed to producers, shipped to different states in the country.
• I deal with researchers to assess their material needs.
• Sending and tracking certification and germination of seeds to the Department of Health.

• Provide advice on pensions for occupational hazards, disability, widowhood, unemployment, and old age.
• Provide clients with a pension forecast calculation so they can make better decisions for their future and that of their family.
• Contact human resources managers to provide corporate advice on pensions, personal finance, voluntary savings, etc.
• I work with new companies to provide advisory services on pensions, life insurance, and investment funds.
• Provide courses to company employees on personal finance, voluntary savings, disability pensions, occupational hazards, and unemployment benefits.
• Prospecting for new clients for pensions, life insurance, and voluntary savings.
• Support to the commercial manager in administrative functions such as reporting and monitoring of the commercial team.
• Training for new staff on customer prospecting, consulting, completing forms, and following up on procedures
• Recommended strategies to clients to help achieve financial goals.
• Created custom presentations detailing the advantages of investing in a variety of products tailored to individual customers' preferences.
• Coordinated and participated in group presentations on financial services to attract new clients.
• Conducted detailed research into pension plans and other investment options suitable for clients' needs.
• Resolved customer inquiries promptly and accurately by providing clear explanations about available services or products.
• Guided client decisions based on tax or other financial benefits to help each reach desired goals.

Assisted customers in understanding the tax implications of various retirement savings vehicles.

• Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
• Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
• Advised clients regarding asset allocation, portfolio diversification, and risk management techniques.

• Having selected internal personnel to occupy key positions within the company.
• Supervise the activities of the payroll manager, recruitment, and training.
• Supervise the correct payment of the payroll to the staff.
• Conduct inspections of perishable areas, ensuring compliance with health standards and procedures.
• Check that prepared foods, meats, fish, and bakery products are safe and not expired.
• Review of the entire store to detect and prevent any risk that could cause a fire.
• Support in Mexico City for a period of 3 months in the transformation and training process of Gigante stores to Soriana
• Evaluate the staff to identify areas of opportunity.
• High school and college classes were introduced in a store for staff at the initiative of myself and my HR team.
• Train store staff on in-store risk measures
• Inter-store reviews of safety measures in all departments against fire, accidents, gas leaks, etc. So that you are prepared for any contingency
• Organize and plan staff integration activities.
• Reviews of the areas that have all the necessary equipment to carry out their activities

• Sales at the branch increased by 15% more than budgeted in the last two years.
• Staff commissions were increased by 20%.
• Prepare a monthly work plan, establishing quotas for different categories to cover the sales budget.
• Prepare inventories and monitor variances.
• Implementation of the biweekly offer signage.
• Annual inventories.
• Support the branches in monitoring inventory..
• Support in the marketing of four stores due to their opening.
• Support for the remodeling of 6 stores in terms of shelving and store merchandising
• Distribute staff activities and schedules by branch sections for cleaning, stocking, and price updates.
• Receipt of merchandise to suppliers and distribution center.
• Disciplined employees to encourage compliance with company policies and procedures.
• Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
• Designed sales and service strategies to improve revenue and retention.

• Recruitment and selection of personnel for the 30 branches in the area and at the management level.
• Preparation of the pre-payroll for more than 300 employees.
• Training and performance evaluations for sales and management staff
• Autocorrección of IMSS and Infonavit to prevent surcharges and fines.
• Supervision and auditing of each of the stores in the area in compliance with the policies and procedures.
• Reported on workplace health and safety compliance to superiors.
• Identified potential risks associated with HR practices or decisions prior to implementation.
• Conducted employee performance reviews and implemented corrective actions to increase productivity.
• Attended conferences, workshops and special events to recruit qualified candidates for company.

• Monitoring of mechanisms for sending information from branches to the credit and collection area, and cash policy.
• Processing of license plates and vehicle registrations in the area
• Processing of health licenses for branches before the Ministry of Health
• Registration of branches with the IRS, as well as changes in corporate name.

• Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
• Provided administrative support to the executive team, including scheduling meetings and managing calendars.
• Kept office equipment functional and supplies well-stocked to promote efficient operations.
• Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
• Updated system to organize office documentation, maximizing efficiency and increasing productivity.