Sales Operations Manager
2 days ago
Taguig, Metro Manila, Philippines
Socium - Teams Done Differently
Full-time
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About the Job
Operations Manager
Location:
Taguig City Work Setup: Hybrid (2 days WFH, 3 days onsite) Training/Onboarding Period: Full onsite during the first 6 months Target Start Date: ASAP About Our Client Our client is a well-established financial services organization operating in the mortgage and specialist lending sector. They work closely with brokers, customers, and industry partners to deliver lending solutions while maintaining high standards of service, operational excellence, and regulatory compliance. With a strong focus on customer outcomes and continuous improvement, the organization offers professionals the opportunity to lead high-performing teams, drive service delivery, and contribute to a dynamic and fast-paced financial services environment.
About the Role
We are looking for an experienced Operations Manager to lead a team of 7-12 underwriting professionals within a financial services environment. This role is responsible for driving operational performance, workforce planning, people leadership, and service delivery while ensuring business targets, quality standards, and customer expectations are consistently met. The ideal candidate will have a strong background in operations management, team leadership, and performance management, with experience managing operational teams in a fast-paced environment. While mortgage lending experience is advantageous, candidates from broader financial services sectors such as banking, insurance, fintech, and lending are also encouraged to apply.
Key Responsibilities
• Lead, coach, and develop a team of 7-12 underwriting professionals, fostering a high-performance culture.
• Manage operational performance to ensure service levels, productivity targets, and quality standards are consistently achieved.
• Oversee workforce planning, capacity management, and resource allocation to meet business demands effectively.
• Drive performance management initiatives, including coaching, development planning, performance reviews, and employee engagement.
• Handle escalations, resolve operational challenges, and ensure excellent service delivery to internal and external stakeholders.
• Support recruitment, onboarding, and talent development initiatives to build and maintain a strong operational team.
• Collaborate with cross-functional stakeholders to improve processes, enhance efficiency, and drive continuous improvement.
• Ensure adherence to company policies, procedures, regulatory requirements, and governance standards.
• Monitor operational trends and identify opportunities to improve customer experience and team performance.
• Lead teams through change while maintaining productivity, engagement, and operational stability. Qualifications
• Minimum 5 years of Operations Management experience leading operational teams.
• Proven experience in performance management, coaching, employee development, and managing underperformance.
• Strong experience in workforce planning, capacity planning, resource management, and operational delivery.
• Experience managing teams within a fast-paced, KPI-driven environment.
• Strong stakeholder management and relationship-building skills.
• Excellent verbal and written communication skills.
• Demonstrated ability to lead teams through operational challenges and drive performance improvements.
• Experience in banking, financial services, lending, insurance, fintech, or other regulated industries.
• Bachelor's degree preferred, but equivalent leadership and operational experience will also be considered. Preferred Backgrounds Candidates with experience in any of the following areas are encouraged to apply:
• Operations Management
• Banking Operations
• Lending Operations
• Credit Operations
• Insurance Operations
• Financial Services Operations
• Shared Services Operations
• Service Delivery Management
• Underwriting Operations
• Contact Center or Back-Office Operations Leadership Important Candidate Consideration This role prioritizes proven operations leadership experience over purely technical or sales-focused backgrounds. Candidates should demonstrate hands-on experience in:
• Managing and developing operational teams
• Workforce and capacity planning
• Performance management and employee development
• Delivering results against KPIs and service targets
• Leading through operational challenges and change
Location:
Taguig City Work Setup: Hybrid (2 days WFH, 3 days onsite) Training/Onboarding Period: Full onsite during the first 6 months Target Start Date: ASAP About Our Client Our client is a well-established financial services organization operating in the mortgage and specialist lending sector. They work closely with brokers, customers, and industry partners to deliver lending solutions while maintaining high standards of service, operational excellence, and regulatory compliance. With a strong focus on customer outcomes and continuous improvement, the organization offers professionals the opportunity to lead high-performing teams, drive service delivery, and contribute to a dynamic and fast-paced financial services environment.
About the Role
We are looking for an experienced Operations Manager to lead a team of 7-12 underwriting professionals within a financial services environment. This role is responsible for driving operational performance, workforce planning, people leadership, and service delivery while ensuring business targets, quality standards, and customer expectations are consistently met. The ideal candidate will have a strong background in operations management, team leadership, and performance management, with experience managing operational teams in a fast-paced environment. While mortgage lending experience is advantageous, candidates from broader financial services sectors such as banking, insurance, fintech, and lending are also encouraged to apply.
Key Responsibilities
• Lead, coach, and develop a team of 7-12 underwriting professionals, fostering a high-performance culture.
• Manage operational performance to ensure service levels, productivity targets, and quality standards are consistently achieved.
• Oversee workforce planning, capacity management, and resource allocation to meet business demands effectively.
• Drive performance management initiatives, including coaching, development planning, performance reviews, and employee engagement.
• Handle escalations, resolve operational challenges, and ensure excellent service delivery to internal and external stakeholders.
• Support recruitment, onboarding, and talent development initiatives to build and maintain a strong operational team.
• Collaborate with cross-functional stakeholders to improve processes, enhance efficiency, and drive continuous improvement.
• Ensure adherence to company policies, procedures, regulatory requirements, and governance standards.
• Monitor operational trends and identify opportunities to improve customer experience and team performance.
• Lead teams through change while maintaining productivity, engagement, and operational stability. Qualifications
• Minimum 5 years of Operations Management experience leading operational teams.
• Proven experience in performance management, coaching, employee development, and managing underperformance.
• Strong experience in workforce planning, capacity planning, resource management, and operational delivery.
• Experience managing teams within a fast-paced, KPI-driven environment.
• Strong stakeholder management and relationship-building skills.
• Excellent verbal and written communication skills.
• Demonstrated ability to lead teams through operational challenges and drive performance improvements.
• Experience in banking, financial services, lending, insurance, fintech, or other regulated industries.
• Bachelor's degree preferred, but equivalent leadership and operational experience will also be considered. Preferred Backgrounds Candidates with experience in any of the following areas are encouraged to apply:
• Operations Management
• Banking Operations
• Lending Operations
• Credit Operations
• Insurance Operations
• Financial Services Operations
• Shared Services Operations
• Service Delivery Management
• Underwriting Operations
• Contact Center or Back-Office Operations Leadership Important Candidate Consideration This role prioritizes proven operations leadership experience over purely technical or sales-focused backgrounds. Candidates should demonstrate hands-on experience in:
• Managing and developing operational teams
• Workforce and capacity planning
• Performance management and employee development
• Delivering results against KPIs and service targets
• Leading through operational challenges and change