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Commercial Consultant, Products – Consortium and Financing
Skillcerto. Handle and guide inbound leads received via WhatsApp and referrals from real estate developers.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in real estate financing, including the ability to conduct simulations, negotiate terms, and track commercial opportunities effectively. Proficient in collaborating across teams to enhance commercial processes and drive client conversions.
Highest-signal resume keywords
Real Estate FinancingConsultative NegotiationsCRM Systems ExperienceInterest Rate ComparisonCommercial Process Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Real Estate FinancingCredit OperationsFinancing SimulationsInterest Rate ComparisonCommercial Terms Knowledge
Soft Skills
Client GuidanceNegotiation SkillsCollaboration
Tools & Technologies
CRM SystemsArtificial Intelligence Tools
Certifications & Qualifications
Bachelor's DegreePostgraduate DegreeMBA in FinanceMBA in Real Estate ManagementMBA in Sales Management
Industry Keywords
Real Estate MarketConsortium PlansBanking ExperienceBradescoItaúSantanderBanco InterEmbraconPorto Seguro
About the role
Key responsibilities & impact- Handle and guide inbound leads received via WhatsApp and referrals from real estate developers.
- Run real estate financing simulations with partner banks.
- Compare interest rates, terms, and credit proposals to identify the best alternatives for each client.
- Conduct consultative negotiations with clients interested in financing and consortium plans.
- Record opportunities in the CRM, conduct follow-ups, and track conversion and revenue metrics.
- Collaborate with Marketing, Technology, Product, and Customer Success teams to propose improvements to commercial processes.
- Work directly with clients interested in purchasing real estate, presenting alternatives and guiding opportunities through conversion.
- Contribute to structuring Ristra’s B2C commercial operation.
Requirements
What you’ll need- Bachelor’s degree completed.
- Previous experience in the real estate finance market, with experience in real estate financing and/or consortium plans.
- Hands-on experience with real estate credit operations.
- Knowledge of real estate financing and consortium plans.
- Ability to run simulations and compare credit terms among financial institutions.
- Familiarity with rates, commercial terms, and proposals from partner banks.
- Experience using CRM systems and tracking commercial opportunities.
- Preferred: experience at banks or consortium plan administrators, especially Bradesco, Itaú, Santander, Banco Inter, Embracon, or Porto Seguro.
- Preferred: postgraduate degree or MBA in Finance, Real Estate Management, or Sales Management.
- Preferred: knowledge of and experience using artificial intelligence tools in a professional setting.
Benefits
Comp & perks- Transportation allowance.
- Meal and food allowances.
- Health insurance with no co-payments.
- Dental insurance with no co-payments.
- TotalPass.
- Quarterly performance bonus tied to achievement of commercial targets.