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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Key Accounts Manager (Financial Services)