Mortgage Specialist

Reposted 21 Days Ago
Be an Early Applicant
Makati City, Metro Manila, National Capital Region, PHL
Hybrid
Mid level
Information Technology • Marketing Tech • Real Estate
The Role
The Mortgage Specialist will manage and grow relationships with partner banks, overseeing partnership operations, business development, and performance analysis to increase loan conversions and ensure effective communication across teams.
Summary Generated by Built In
Job Description:
The Account Manager for IDEAL will serve as the sole dedicated point person responsible for managing and growing relationships with partner banks in the home loan sector. This role covers all aspects of bank partnership management, including pitching, negotiations, operational coordination, performance monitoring, and identifying opportunities to deepen collaboration.
As the only Account Manager dedicated to bank partnerships, this position is highly critical and high-impact. You will act as the primary liaison between IDEAL and our partner banks, ensuring strong engagement, smooth operational alignment, and sustained growth in loan volume and partnership performance.

Key Responsibilities

  • Banking Partnership Management
  • Manage end-to-end relationships with partner banks to support IDEAL’s mortgage aggregator operations.
  • Act as the primary liaison for all partner banks, facilitating smooth communication across product, operations, finance, legal, and marketing.
  • Build and maintain strong relationships with key decision-makers in home loan, credit, partnerships, and mortgage teams.
  • Lead partnership onboarding, requirements gathering, documentation, and operational alignment.
  • Business Development & Growth
  • Identify opportunities to expand collaboration, increase loan conversions, and deepen product adoption among partner banks.
  • Develop joint business plans, pitches, campaigns, and product initiatives tailored to bank partners.
  • Coordinate with internal teams to prepare proposals, campaign strategies, and customized platform integrations.
  • Analyze partnership and loan pipeline performance, identifying gaps and recommending strategies for improvement.
  • Operations & Escalation Management
  • Monitor mortgage application pipelines, ensuring movement and timely resolution of issues and escalations.
  • Work closely with banks to improve turnaround times, documentation workflows, and customer experience.
  • Facilitate cross-functional problem solving across internal teams to resolve partner-specific operational challenges.
  • CRM & Reporting
  • Maintain accurate records in CRM systems (Hubspot) regarding partner interactions, pipeline updates, and account health metrics.
  • Prepare and present structured weekly and monthly reports on:
  • Partnership performance
  • Loan volume and conversion rates
  • Risks, escalations, and mitigation plans
  • Business development progress and opportunities

Minimum Qualifications
At least 3 years experience in a B2B sales or partnership role
Experience in home loans at major Philippine banks is preferred, preferably in roles such as: Broker/Developer relationship within home loan teams, etc
Proven track record in managing corporate, institutional, or banking relationships with strong negotiation, communication, and stakeholder management skills.
Strong understanding of home loan products, banking workflows, credit evaluation, and mortgage market dynamics in the Philippines.
Bachelor’s degree in Business, Finance, Marketing, Economics, Real Estate, or a related field.
Experience in sales, client retention, upselling, lead pipeline management, or collections is an advantage.

Top Skills

CRM
Hubspot
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Makati City, Metro Manila
224 Employees

What We Do

Lamudi is one of the most promising and exciting start-ups of Rocket Internet with the aspiration to be the fastest growing online property portal in emerging markets. Lamudi is the ideal platform to connect sellers, buyers and tenants to easily buy, rent and sell homes, land, and commercial properties. Founded in 2013, Lamudi operates in 13 countries across Asia, the Middle East, and Latin America, and has already become the market leader in several markets. Lamudi is a part of the Rocket Internet family which is the fastest and the most successful venture builder across the globe. With an exceptional team that has been building online companies since 1999 and has created over 100 market leading companies in 40+ countries, it has unrivaled experience in launching internet ventures. Superior expertise and proficiency of an international company together with a deep understanding of local markets are the foundation for building the best online real estate marketplace

Similar Jobs

Point Logo Point

Mortgage Funding Specialist

Fintech • Real Estate • PropTech
Hybrid
Manila, Metro Manila, National Capital Region, PHL
296 Employees

Wells Fargo Logo Wells Fargo

Escalations Associate - Registered

Fintech • Financial Services
Hybrid
Taguig City, Metro Manila, National Capital Region, PHL
205000 Employees
Hybrid
Taguig City, Metro Manila, National Capital Region, PHL
205000 Employees
Hybrid
Taguig City, Metro Manila, National Capital Region, PHL
205000 Employees

Similar Companies Hiring

ClickMint Thumbnail
Marketing Tech • Generative AI • eCommerce • AdTech
Malibu, CA
9 Employees
Standard Template Labs Thumbnail
Artificial Intelligence • Information Technology • Software
New York, NY
15 Employees
PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account