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Commercial Consultant, Mortgage Lending

À propos du poste

• Recruit new partners and reactivate former partners
• Focus on prospecting and building a partner portfolio
• Serve partners and/or end customers
• Negotiate partnerships and monitor contract closing with the Administrative team
• Track processes through issuance to achieve targets established by Management
• Monitor partner accreditation through Credintegrados
• Collect documentation and conduct credit simulations
• Monitor credit approval and provide feedback to the partner/customer
• Register proposals in Credintegrados
• Submit proposals for review by banks
• Assemble Phase 2 files (legal analysis) for submission to the banks’ operational processing teams
• Contact partners/customers regarding outstanding documentation
• Periodically monitor the partner portfolio and its productivity
• Collaborate with the Administrative, Finance, and Operations teams
• Strive for service excellence and pursue continuous learning
• Manage and control billing, payment, and commission-transfer processes

• Basic proficiency in Microsoft Office
• Basic knowledge of the process workflow: Requirements, Simulation, Approval, Engineering, Legal Analysis, Contract Issuance, Registration, and Release of Funds
• ANEPS or CA300, LGPD, and PLDFT certifications
• Professional experience and a LinkedIn profile are required as part of the application process

• Food and meal allowance (Caju), including during vacation
• Transportation allowance
• Mobility allowance
• Childcare assistance for children up to 6 years old
• Life insurance
• Health plan with full coverage and copayments, including free online therapy
• Comprehensive dental plan
• Wellhub
• Wellz
• Extended 20-day paternity leave
• Work-from-home option for mothers until the baby is 1 year old
• Birthday Gift Day
• PDL – Leadership Development Program
• Continuous feedback culture
• Autonomy with accountability
• Collaborative and relaxed work environment
• Team-building activities and happy hours
• Workshops on self-awareness, diversity, inclusion, and work-life balance
• Commission
• Training platform
• Fuel allowance
• Sesc benefits