Mortgage Finance Business Team Lead

UnionBank; Pasig; On-site; PHP 60,000 - 80,000; Full time

Job summary

UnionBank is looking for a Mortgage Finance Business Team Lead to oversee and coordinate the activities of the Mortgage Loans Unit. The role involves setting team direction, managing Account Officers, and ensuring effective loan processes.

The ideal candidate must have a Bachelor's degree in a relevant field, solid experience in mortgage lending, and proven leadership skills. Strong stakeholder management and communication skills are also essential to drive the team towards achieving loan targets.

Qualifications

• Solid experience in mortgage lending, housing loans, or real estate financing.
• Proven leadership experience managing a sales/operations team.
• Ability to create strategies and analyze performance.

Responsibilities

• Organize and direct activities of the team under the Mortgage Loans Unit.
• Monitor daily attendance and production of team members.
• Supervise daily operations from loan applications to booking.

Skills

Leadership skills

Loan process knowledge

Communication skills

Coaching

Strategic thinking

Stakeholder management

Education

Bachelor's degree in Business, Marketing or relevant course

Job description

The Mortgage Finance Business Team Lead is responsible for organizing, directing, coordinating, and supervising the activities of the team under the Mortgage Loans Unit.

Duties And Responsibilities

• Sets directions and create strategies of the team based on the assigned coverage and volume targets
• Ensures daily/weekly coverage of the Account Officers under the team. Monitors daily attendance and production of each team member on top of the Team Leader’s individual target
• Supervises and oversees the daily operations of the team members. This includes both the Account Officers and the staff from evaluation of the loan applications until the booking of the loans
• Conducts regular meetings with team members and addresses issues/concerns
• Trains, motivates, and coaches team members to attain both the individual targets and the team’s target
• Reports regularly to the Unit Heads updates on their assigned coverage and marketing plans for achievement of loan targets
• Reviews and recommends approval of applications for housing loans
• Recommends approval request for booking/release of loan
• Recommends approval of developer accreditation for end-buyers financing
• Recommends effective marketing strategies

Qualifications

• Bachelor's degree in Business, Marketing or any relevant course.
• With solid experience in mortgage lending, housing loans, or real estate financing.
• Proven leadership skills with experience managing Account Officers or a sales/operations team.
• Strong knowledge of loan processes—from application, evaluation, to booking.
• Excellent communication, coaching, and stakeholder management skills.
• Ability to create strategies, analyze performance, and drive the team to meet targets.