Junior Commercial Qualification Consultant FIXED SALARY R$ 2.230,00 + COMMISSION UP TO R$ 8.030,00 **JOB MISSION** Ensure that every operation submitted by external representatives is **technically correct**, **coherent**, **compliant with financial institutions’ rules**, and **aligned with CAPITAL INVEST’s internal operational flow**, prior to entering the Operations pipeline (B2B). The core objective is to **avoid rework**, **increase conversion rate**, **correct distortions at the source**, and **provide technical assurance** to both the representative and the client. **CULTURAL COMPETENCIES (Capital Invest Fit)** * Honesty and integrity * Transparency * Clear communication * Proactivity * Organization and discipline * Accountability * Continuous learning * Focus on agility and efficiency * “Do the right thing because it is the right thing” **BEHAVIORAL COMPETENCIES (SOFT SKILLS)** * Extreme attention to detail * Critical thinking * Consultative posture * Active listening * Priority management * Analytical ability * Resilience * Organization and clarity * Ability to work under pressure * High commitment to deadlines **PERFORMANCE INDICATORS (KPIs)** Approved operations rate vs. submitted operations * Rework rate * Average qualification time * Percentage of forms returned due to errors * Representative satisfaction (internal NPS) * SLA compliance (response time to representatives) **INTERACTION WITH OTHER DEPARTMENTS** **Direct interactions:** * External representatives * Qualification Supervisor * B2B Consultants (Operations pipeline) * Contemplated Administration * Finance (when necessary) * Marketing (for technical communication alignment) This role acts as the **technical bridge** between representatives and operations. **IDEAL PROFESSIONAL PROFILE** * Highly organized * Technical, analytical, and detail-oriented * Excellent communicator * Strict regarding rules and processes * Mature and responsible demeanor * Focused on resolving critical issues before operations proceed * Capable of guiding without negotiating * Able to uphold CAPITAL INVEST’s quality standards **STRATEGIC OBJECTIVE OF THE ROLE IN THE COMPANY** The Commercial Qualification Consultant is the **gatekeeper of operational quality**. Their performance directly impacts: * Conversion rate * Total pipeline duration * Representative satisfaction * B2B efficiency * Company reputation with banks and administrators Without professionalized qualification, the process generates errors, rework, delays, and increased rejection rates. **KEY RESPONSIBILITIES** **Cadastral Qualification (Individual and Corporate Clients)** Responsible for the first full validation of the operation, including: * Reviewing the registration form submitted by the representative. * Verifying personal data, documentation, consistency, expiration dates, and legibility. * Validating the client profile according to administrators’ and banks’ criteria. * Identifying inconsistencies or missing data and requesting corrections from the representative. * Checking for **coherence among income, purpose, and declared amounts**. **Financial Qualification** * Verifying whether the client has capital to purchase shares and pay the down payment. * Checking availability: investments, investment terms, redemption deadlines, liquidity. * Assessing urgency, closing timeline, and minimum conditions required to make the transaction viable. * Validating whether the client has the financial capacity to meet the operation’s timing requirements. **Operational Qualification (Product and Business Rules)** Correctly interpreting the client’s objective and verifying technical compatibility with the operation: * Purchase of real estate (urban, commercial, or rural). * Land (urban or rural). * Construction, renovation, or completion of construction projects. * Payoff of financing. * Capital raising. Activities: * Validating whether the product selected by the representative is **compatible** with the declared purpose. * Identifying common errors (e.g., client intends to purchase a rural property using a product restricted to urban properties). * Preventing rejections due to technical restrictions imposed by administrators. * Adjusting and correcting the operation before forwarding it to the B2B consultant. **Technical Support to Representatives** * Answering questions related to financial products, administrators’ rules, and timelines. * Guiding on required documents, templates, validations, and technical requirements. * Suggesting strategic adjustments to proposals to increase approval chances. * Ensuring clear communication aligned with company values (“Do the right thing because it is the right thing”). **WHAT THIS PERSON DOES NOT DO** **It is NOT the responsibility of the Qualification Analyst:** * ❌ Selling * ❌ Negotiating amounts, terms, or closing conditions * ❌ Liaising with banks or administrators * ❌ Performing post-sales activities * ❌ Closing contracts * ❌ Directly serving end clients * ❌ Executing tasks within the operational pipeline The role is to **ensure quality, accuracy, technical suitability, and correctness of operations**. **4. EXPECTED RESULTS FROM THIS ROLE** * Significant increase in conversion rate Drastic reduction of rework between Pre-Sales* and Operations * More confident and assertive representatives * More productive B2B consultants * Fewer documentation and classification errors * Faster operations with more predictable approvals * Alignment with administrators’ and banks’ rules * Reduction of operations that “fall through the cracks” * Faster market response time