Tired of Manually Applying to Jobs?

Let JobCopilot do it for you!

Set your preferences and let your AI copilot handle the job search while you sleep.

Applies for jobs that actually match your skills

Tailors your resume and cover letter automatically

Works 24/7—so you don't have to

JobDescription:

TheAccountManagerforIDEALwillserveasthesolededicatedpointpersonresponsibleformanagingandgrowingrelationshipswithpartnerbanksinthehomeloansector.Thisrolecoversallaspectsofbankpartnershipmanagement,includingpitching,negotiations,operationalcoordination,performancemonitoring,andidentifyingopportunitiestodeepencollaboration.

AstheonlyAccountManagerdedicatedtobankpartnerships,thispositionishighlycriticalandhigh-impact.YouwillactastheprimaryliaisonbetweenIDEALandourpartnerbanks,ensuringstrongengagement,smoothoperationalalignment,andsustainedgrowthinloanvolumeandpartnershipperformance.

Key Responsibilities

BankingPartnershipManagement

Manageend-to-endrelationshipswithpartnerbankstosupportIDEAL’smortgageaggregatoroperations.

Actastheprimaryliaisonforallpartnerbanks,facilitatingsmoothcommunicationacrossproduct,operations,finance,legal,andmarketing.

Buildandmaintainstrongrelationshipswithkeydecision-makersinhomeloan,credit,partnerships,andmortgageteams.

Leadpartnershiponboarding,requirementsgathering,documentation,andoperationalalignment.

BusinessDevelopment&Growth

Identifyopportunitiestoexpandcollaboration,increaseloanconversions,anddeepenproductadoptionamongpartnerbanks.

Developjointbusinessplans,pitches,campaigns,andproductinitiativestailoredtobankpartners.

Coordinatewithinternalteamstoprepareproposals,campaignstrategies,andcustomizedplatformintegrations.

Analyzepartnershipandloanpipelineperformance,identifyinggapsandrecommendingstrategiesforimprovement.

Operations&EscalationManagement

Monitormortgageapplicationpipelines,ensuringmovementandtimelyresolutionofissuesandescalations.

Workcloselywithbankstoimproveturnaroundtimes,documentationworkflows,andcustomerexperience.

Facilitatecross-functionalproblemsolvingacrossinternalteamstoresolvepartner-specificoperationalchallenges.

CRM&Reporting

MaintainaccuraterecordsinCRMsystems(Hubspot)regardingpartnerinteractions,pipelineupdates,andaccounthealthmetrics.

Prepareandpresentstructuredweeklyandmonthlyreportson:

Partnershipperformance

Loanvolumeandconversionrates

Risks,escalations,andmitigationplans

Businessdevelopmentprogressandopportunities

Additional Information

MinimumQualifications

Atleast3yearsexperienceinaB2Bsalesorpartnershiprole

ExperienceinhomeloansatmajorPhilippinebanksispreferred,preferablyinrolessuchas:Broker/Developerrelationshipwithinhomeloanteams,etc

Proventrackrecordinmanagingcorporate,institutional,orbankingrelationshipswithstrongnegotiation,communication,andstakeholdermanagementskills.

Strongunderstandingofhomeloanproducts,bankingworkflows,creditevaluation,andmortgagemarketdynamicsinthePhilippines.

Bachelor’sdegreeinBusiness,Finance,Marketing,Economics,RealEstate,orarelatedfield.

Experienceinsales,clientretention,upselling,leadpipelinemanagement,orcollectionsisanadvantage.

Account Manager (Financial Service)

Meet JobCopilot: Your Personal AI Job Hunter