Credimorar

Account Executive

• Create sales strategies to delight, acquire and retain new customers
• Be responsible for acquiring new partners and reactivating former ones
• Focus on prospecting and building a partner portfolio
• Provide support to partners and/or end clients
• Negotiate to close partnerships and follow up on partner contract finalization together with the Administrative team
• Monitor processes through to issuance to meet targets set by Management
• Be responsible for Checklist 1: monitor the partner onboarding/credentialing process
• Collect documentation and perform credit simulations
• Track credit approval and provide feedback to the partner/client
• Register the proposal in Credintegrados
• Submit the proposal for bank analysis
• Be responsible for assembling the phase 2 file (legal analysis)
• Contact partners/clients regarding any outstanding documentation
• Periodically monitor the partner portfolio
• Work in partnership with Administrative, Finance and Operations teams
• Ensure excellence in partner/client service

Sales Consultant

Analyst

• Be responsible for the operational workflow with partners, especially in the legal stage: checking documentation, monitoring processes and identifying when intervention is needed, aiming to ensure workflow agility and increase contract issuances.
• After credit approval, contact partners to report Checklist 2 and periodically request outstanding documentation if there are pending items.
• Assemble the file by analyzing documentation.
• Verify that the information in the documents corresponds to the property/buyer/seller involved in the transaction.
• Monitor cases on bank platforms.
• Report flows, SLAs and process stages to partners.
• Keep Credintegrados information up to date, providing the Commercial Consultant visibility into process progress.
• Execute daily routine planning: portfolio rotation, document follow-up, updating CRM and email inbox.
• Ensure that all requests received by email are executed within D01.
• Ensure that processes scheduled for issuance are actually issued; if not, redirect them to another process.
• Ensure excellence in service to clients, partners and consultants; assist in delivering departmental trainings.

Junior Real Estate Credit Analyst

• Support payroll processing, performing basic checks and data entries;
• Assist with hiring and termination processes, organizing documents and employee records;
• Support timekeeping management, applying adjustments as instructed;
• Perform benefits entries and basic benefits control;
• Assist with vacation and leave tracking, keeping records up to date;
• Support employee inquiries, clarifying operational questions;
• Assist with filing statutory/auxiliary obligations (eSocial, DIRF and RAIS), under supervision;
• Contribute to documenting processes, workflows and area policies.

Sales Consultant

Junior Real Estate Credit Analyst

Payroll and HR Analyst, Junior