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.

Mortgage Specialist

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