Customer profiling through consultative sales, comprehensive advice regarding the process of buying a home related to mortgage credit, subsidies for home purchase, sending housing offers according to the search parameters of each client, performing operations in CRM Salesforce leading scheduling of visits, monitoring of tasks, opening of business agreements.
Advice and sale of housing, placement and analysis of mortgage credit taking into account the qualitative and quantitative variables to grant the loan, placement of housing subsidy and lease, make links in the different platforms of the trustees, registration and link in the SINCO application , documentary analysis in accordance with the entity's policies.
Specialist in capturing and analyzing mortgage loans and leasing modality, capturing voluntary savings accounts, and transfer of severance pay, insurance advice, document analysis, database management, customer service, document operation, business search and natural persons to link with the entity's portfolio.