Mortgage Specialist
7 hours ago
The Mortgage Specialist will be the sole dedicated lead responsible for managing and scaling IDEAL's strategic relationships with partner banks in the home loan sector. As the primary point of contact, you will oversee the entire partnership lifecycle—from initial pitching and high-stakes negotiations to operational alignment and performance optimization.
This is a high-visibility, high-impact role. You will bridge the gap between IDEAL and major financial institutions, ensuring that our mortgage aggregator ecosystem remains the preferred partner for banks while driving sustained growth in loan volumes.
Key ResponsibilitiesStrategic Partnership Management
Serve as the sole Account Manager for all partner banks, facilitating seamless communication across Product, Operations, Finance, Legal, and Marketing.
- Cultivate and maintain long-term relationships with key decision-makers within bank home loan teams, credit departments, and mortgage divisions.
Lead the end-to-end onboarding process for new partners, including documentation, requirements gathering, and technical/operational alignment.
Business Development & Performance Growth
Identify and execute opportunities to increase loan conversion rates and deepen product adoption among bank partners.
- Develop and present data-driven business plans, tailored pitches, and joint marketing campaigns to maximize partnership value.
- Collaborate with internal tech and product teams to propose customized platform integrations or process improvements for partners.
Conduct regular performance audits to identify pipeline gaps and implement corrective strategies.
Operational Excellence & Escalation
Monitor the end-to-end mortgage application pipeline to ensure high velocity and timely resolution of pending cases.
- Advocate for IDEAL's customers by working with banks to improve Turnaround Times (TAT) and streamline documentation workflows.
Lead cross-functional problem-solving to resolve complex operational or credit-related challenges specific to certain bank partners.
CRM, Analysis & Reporting
Maintain meticulous records of partner health, interactions, and pipeline status within HubSpot.
Prepare and present structured weekly/monthly reports covering:
Loan volume, conversion metrics, and partnership ROI.
- Risk assessment, active escalations, and mitigation plans.
- Strategic progress on new business development opportunities.
- Minimum of 3 years in a B2B Sales, Partnership Management, or Account Management role.
Strong background in Home Loans/Mortgages within the Philippine banking sector.
Preferred: Experience in Broker/Developer relationship management within a major bank's home loan team.
- Deep understanding of Philippine mortgage market dynamics, credit evaluation processes, and banking workflows.
- Proficiency in CRM tools (specifically HubSpot) and data reporting.
- Exceptional negotiation, stakeholder management, and professional communication skills.
- Experience in sales, client retention, upselling, or lead pipeline management.
-
Mortgage Loan Specialist
2 weeks ago
Makati City, National Capital Region, Philippines Agile Tech Ops Inc. Full timePosition: Mortgage Loan Specialist (US Market — Back Office Support)Job Type: Full-Time, Hybrid (3x Onsite 2x WFH)Location: Makati, Philippines (Hybrid)Work Hours: US hoursAbout the Company:Agile Tech Ops is a fast-growing startup committed to creating cutting-edge software solutions that fuel our expansion. We're not just maintaining business-critical...
-
Mortgage Loan Specialist
1 week ago
Makati City, National Capital Region, Philippines Emapta Full timeYour next big milestone starts with a role that shapes real financial futures. Helping people secure homes is more than a process - it's a life-changing moment. Step into the heart of mortgage excellence and make every file, every decision, every call truly count. Ready to grow your global career without leaving home? This role lets you gain international...
-
Final Documents Specialist
1 week ago
Makati City, National Capital Region, Philippines Emapta Full timeOwn the Details that Power Financial Success Play a vital role in ensuring the accuracy and integrity of financial documentation while enjoying balance, stability, and growth in a supportive work environment. Advance your financial services career with a global company that values precision, structure, and work-life balance. This role gives you the chance...
-
Insurance Ordering Specialist
2 days ago
Mandaluyong City, National Capital Region, Philippines Emapta Full timeSupporting Every Mortgage Step with Precision and Care In accounting and business services, trust is built through accuracy, empathy, and reliable support at every client touchpoint. Deliver clarity, confidence, and solutions in high-impact financial interactions that shape long-term client relationships. This role offers international exposure, meaningful...
-
Payroll Services Specialist
1 week ago
Makati City, National Capital Region, Philippines Genfinity Full timePAYROLL SERVICES SPECIALISTMadhive is the leading tech company engineered for modern TV advertising. Advertisers can seamlessly customize and automate the OTT buying process into an efficient operating system using Madhive's self-service platform. Powered by an industry-leading bidder and device graph that processes 260 billion available ad opportunities...
-
Mortgage( DM) Collections Specialists
2 weeks ago
Quezon City, National Capital Region, Philippines HRTX Full time ₱250,000 - ₱500,000 per yearQualifications:A minimum of 1 year of experience in collections across any sector, demonstrating a solid understanding of the collections process.2 years of contact center experience preferred, showcasing your ability to handle customer inquiries effectively.Exceptional oral and written communication skills, complemented by effective listening abilities.A...
-
Client Retention Specialist
1 week ago
Makati City, National Capital Region, Philippines Lendi Group Full timeCompany Description The primary purpose of the Relationship Manager role is to enhance customer loyalty by delivering excellent customer service, addressing queries effectively, and proactively managing customer relationships through chat and phone support. This position ensures that customers are satisfied, and their needs are met, while adhering to company...
-
Collections Specialist – Bridgetowne Site
2 weeks ago
Quezon City, National Capital Region, Philippines WNS Full time ₱150,000 - ₱250,000 per yearCompany DescriptionWNS (Holdings) Limited (NYSE: WNS) is a global Business Process Management (BPM) leader. WNS offers business value to 400+ global clients by combining operational excellence with deep domain expertise in key industry verticals, including Banking and Financial Services, Consulting and Professional Services, Healthcare, Insurance,...
-
Loans and Disbursement Unit Supervisor
1 week ago
Mandaluyong City, National Capital Region, Philippines Maplecrest Group Inc Full timeThe Loans & Disbursement Unit Head is responsible for leading and managing a team of receivables and disbursement specialists to ensure efficient processing of AR purchases, disbursement requests, and retail loan applications. The Supervisor will work with both internal and external customers to identify potential issues and recommend ways to mitigate...
-
Operations Director
3 weeks ago
Cebu City, Philippines Moder Solutions Inc. Full timeAbout Us Moder was founded in December 2020, with the mission to positively impact the financial health of companies in need by powering their in‑house processes using top talent, workflow best practices, and progressive technology. We are a tech forward outsourcing company specializing in supporting the US mortgage, insurance, and banking industries....
-
IT Specialist
1 week ago
Davao City, Davao, Philippines VA PLATINUM PTY LTD INC. Full timeLove solving tech issues before anyone else notices them?Enjoy keeping things running smoothly behind the scenes?Want to be the go-to person for all things IT?Be our Superstar SupportAbout the RoleAs an IT Specialist, your responsibilities include maintaining the computer networking system in an office environment by tracking server activity, performing...
-
Employee Relations Specialist
8 hours ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full timeLove the challenge of solving complex employee issues while keeping everything by the book?Are you ready to be the go-to expert for navigating Philippine labour laws and regulations?Want to make a real impact by representing the company in key legal proceedings?Be one of usAPPLY NOW AND COMPLETE OUR ONLINE ASSESSMENTS WHILE WE PREPARE FOR JANUARY...
-
Insurance Back-Office Support Specialist
2 days ago
Angeles City, Central Luzon, Philippines Office Beacon LLC Full timeJob Title:Insurance Back-Office Support SpecialistLocation:PhilippinesAbout the Role:Office Beacon Philippines is seeking a detail-orientedInsurance Back-Office Support Specialistto assist with personal and commercial insurance workflows. This role is ideal for someone with hands-on insurance experience who can manage end-to-end processes, from quoting to...
-
AU MB Loan Processor
2 days ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full timeDo you have Australian end-to-end Loan processing experience?Used to processing through AOL or any Loan Processing Application?Grow your career in AU Mortgage Broking with usAbout the roleYou'll play a key role in supporting brokers, handling self-employed clients, managing loan documents, and analysing financials while working with a team that values...
-
Operations Director
7 days ago
Mandaue City, Central Visayas, Philippines Moder Solutions Inc. Full timeAbout UsModer was founded in December 2020, with the mission to positively impact the financial health of companies in need by powering their in-house processes using top talent, workflow best practices, and progressive technology.We are a tech forward outsourcing company specializing in supporting the US mortgage, insurance, and banking industries.Moder...
-
Australian Credit Analyst
2 weeks ago
Cebu City, Central Visayas, Philippines VA PLATINUM PTY LTD INC. Full time ₱450,000 - ₱600,000 per yearReady to take the next step in your mortgage career?Want to play a vital role in helping brokers grow their business?Looking for real career growth and learning opportunities?You might be the one we're looking forAbout the roleWe're looking for a Broker Support / Credit Analyst (AU Mortgage Broking Credit Analyst) to provide back-end assistance to one of our...
-
DM Specialist
2 days ago
Cebu City, Central Visayas, Philippines VAP (VA Platinum) | Outsourcing Experts Full timeAre you a data-driven marketer who thrives on analysing campaigns and spotting trends?Can you manage LinkedIn activity end-to-end with precision and creativity?Ready to turn insights into smarter campaigns and stronger brand visibility?Come and Join the FunAbout the RoleWe are seekinga proactive and analyticalDigital Marketing Specialist (Marketing Support...
-
Call center- Supervisor
2 weeks ago
Cebu City, Central Visayas, Philippines Stark Asia Solutions, Inc Full time ₱540,000 per yearWe are looking for Talented and Passionate Team leaders to handle our "Financial Billing account"Main QualificationsBachelor's degree preferred.Minimum of 2 years experience in a supervisory role within the BPO industry.Preferably with Billing experience.Background in banking, finance, insurance, or US mortgage servicing is a plusProficient in Microsoft...
-
Web Developer
1 week ago
Cebu City, Central Visayas, Philippines VA Platinum Full timeDo you enjoy turning designs into clean, responsive code?Ready to sharpen your HTML/CSS skills while learning SCSS and Prince XML?Want to build templates that power global client solutions?Be with us nowAbout the RoleWe're looking for a Template Developer. Working under the Delivery Manager, you'll help create dynamic, responsive templates that power...