Posted 1 month ago

Account Manager - Mortgages

Makati CityOn-siteFull-time

AI Summary

Financial/Mortgage Advisor who analyzes client finances and coordinates financing for home loans, partnering with banks and internal teams to tailor optimal mortgage options.

About this role

About the Job:

Are you a mortgage expert who is ready to transition from a traditional banking environment to a high-growth, tech-forward company? We are seeking a Financial/Mortgage Advisor who combines a love for numbers with a passion for helping people achieve the milestone of homeownership.

In this role, you aren’t just processing paperwork, you are a strategic partner. You will leverage your deep understanding of bank operations and consumer lending to navigate complex landscapes, ensuring our clients receive the best possible financial packages tailored to their unique needs.

This is a highly visible, customer-facing role where you will play a critical part in our customers’ homeownership journey and contribute directly to the success of our operations.

Key Responsibilities:

Daily Overview:

Provide end-to-end financial advisory support for customers seeking KPR and other home financing solutions
Analyze customer financial profiles (income, liabilities, affordability) to recommend optimal financing structures
Prepare and present financing proposals, comparisons, and pitch decks for customers and partners
Act as a key point of contact during the financing process, coordinating with banks, underwriters, and internal teams
Build, manage, and expand partnerships with financial institutions and related stakeholders
Develop and maintain a centralized financing resource hub, ensuring accuracy and relevance of information
Support sales teams by ensuring financing readiness and smooth loan processing
Maintain accurate records of customer interactions, applications, and outcomes in CRM systems and tracking tools
Ensure all activities comply with current mortgage policies, consumer lending regulations, and internal guidelines

Minimum Qualifications:

3-4 years experience in consumer lending, mortgage advisory roles within a financial institution

Sales, Client Acquisition and Account Management experience is preferred.

Solid understanding of mortgage products, credit assessment, and lending policies

Strong knowledge of applicable laws, regulations, and compliance requirements related to home financing

Proven track record of delivering excellent customer service and building strong relationships with clients and stakeholders

Ability to manage a high volume of client inquiries while providing clear, accurate financing guidance

Skills

Bank CoordinationConsumer LendingCredit AssessmentCRM SystemsCustomer Relationship ManagementDocument PreparationFinance Product KnowledgeFinancial AnalysisFinancing ProposalsIncome AssessmentKPR FinancingLending PoliciesLending RegulationsLiability AnalysisMortgage AdvisoryMortgage ProductsPartnership DevelopmentPolicies And ProceduresProposal PitchingRegulatory ComplianceSales EnablementUnderwriting Coordination