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Relationship Account Manager – Home loan Sales
LamudiAccount Manager for IDEAL managing relationships with partner banks in the home loan sector. Oversee bank partnership management and drive growth in loan volume and collaboration.
About the role
Key responsibilities & impact- 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.
- Analyze partnership and loan pipeline performance, identifying gaps and recommending strategies for improvement.
- 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.
- 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
What you’ll need- 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.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Lamudi Website LinkedIn All Job Openings 201 - 500 employees Founded 2013 🏠 Real Estate 🏪 Marketplace Real Estate
- Marketplace Lamudi is an online real estate platform that helps users find the best real estate offers worldwide. The platform allows users to search for properties across various countries, with features to filter and find properties quickly. Lamudi provides the ability to upload and manage property listings easily, enabling sellers and landlords to reach millions of potential buyers and renters. Users can directly contact top agents in their local area for comprehensive insights into available properties. Lamudi's services make buying, selling, and renting properties more efficient and accessible worldwide. Relationship Account Manager – Home loan Sales Job not on LinkedIn 🔥 46 minutes ago 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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.
- Analyze partnership and loan pipeline performance, identifying gaps and recommending strategies for improvement.
- 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.
- 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. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Account Management Assistant 🕒 May 29 Birches Group LLC 51 - 200 👥 HR Tech 🏢 Enterprise 📚 Education Website LinkedIn All Job Openings Account Management Assistant in IO-Bilateral Consulting at Birches Group. Supporting client engagement and ensuring seamless service delivery throughout the client lifecycle. 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager Senior Account Manager – Spanish Bilingual 🕒 May 14 Birches Group LLC 51 - 200 👥 HR Tech 🏢 Enterprise 📚 Education Website LinkedIn All Job Openings Sr. Account Manager in Business Development responsible for client engagement for market surveys. Identifying issues and growing participation in Community™ Market surveys through strategic partnerships. 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟠 Senior 💰 Account Manager 🗣️🇪🇸 Spanish Required Senior Account Manager 🕒 May 14 Birches Group LLC 51 - 200 👥 HR Tech 🏢 Enterprise 📚 Education Website LinkedIn All Job Openings Sr. Account Manager responsible for business development in Community™ Market surveys. Engaging clients and converting leads in the Philippines with a focus on strategic partnerships. 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟠 Senior 💰 Account Manager Sales Relationship Manager 🕒 March 19 RISE - Internet Service Provider in the Philippines 51 - 200 📡 Telecommunications 👥 B2C 🏢 Enterprise Website LinkedIn All Job Openings Relationship Manager managing client-care and deliverables for RISE clients. Developing long-term relationships and connecting with key business executives and stakeholders. 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager Relationship Manager 🕒 February 24 RISE - Internet Service Provider in the Philippines 51 - 200 📡 Telecommunications 👥 B2C 🏢 Enterprise Website LinkedIn All Job Openings Relationship Manager responsible for client-care, developing long-term relationships, and supporting business operations for RISE. Focusing on client deliverables, resolving queries, and enhancing partnerships. 🏢🏡 Makati City – Hybrid ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Account Manager View More Account Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs
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Hard Skills & Tools
B2B salespartnership managementloan pipeline managementnegotiationstakeholder managementcredit evaluationmortgage market dynamicsclient retentionupsellingdocumentation workflows
Soft Skills
communicationrelationship buildingproblem solvingorganizational skillsanalytical skillspresentation skillscollaborationstrategic thinkingadaptabilityleadership