Financial Analysis Coordinator overseeing financial operations and budget management at Virtua Health. Ensuring accurate reporting and providing financial education to management teams.
About the role
- Account Manager managing and growing relationships with partner banks in the home loan sector. Serving as the primary liaison for operational alignment and partnership performance.
Responsibilities
- 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.
- 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.
- 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.
- 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
Requirements
- 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.
Job title
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