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.
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

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.

Channel Sales Officer – House Loans

Key skills