Zippy
finance
ClientRelationshipManager,Servicing
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Relationship Manager, Servicing at Zippy. Skills: Client relationship management, Servicing operations, Portfolio oversight, Cross-functional coordination. Serve as primary point of contact for clients. Build and maintain client relationships”
What You'll Achieve.
Drive operational excellence; Support seamless servicing execution; Deliver an exceptional client experience; Enhance client experience; Enhance portfolio performance; Ensure timely and accurate execution of servicing obligations; Ensure accurate completion of servicing requirements; Ensure accurate completion of investor requirements; Ensure accurate completion of client requirements; Ensure accurate completion of regulatory requirements; Improve decision-making; Improve process efficiency; Finance happiness; Enhance consumers' financial outcomes; Tackle the affordable housing crisis
Industry & Context.
Problem-solving capabilities; Issue resolution; Operational escalations; Root cause analysis; Exception management; Problem-solving capabilities
Must reside in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin.
What They're Looking For.
Must Have
5+ years of experience in loan servicing, 5+ years of experience in client management, 5+ years of experience in servicing operations, 5+ years of experience in manufactured housing finance, 5+ years of experience in related financial services, Experience in a client-facing servicing role, Experience in portfolio oversight role, Experience in operational management role, Understanding of servicing operations, Understanding of loan portfolios, Understanding of payment processing, Understanding of escrow administration, Understanding of servicing transfers, Understanding of customer servicing workflows, Knowledge of regulatory servicing requirements, Knowledge of operational compliance standards, Exceptional client relationship management skills, Exceptional communication skills, Analytical capabilities, Organizational capabilities, Problem-solving capabilities, Ability to manage multiple priorities, Experience leading cross-functional operational initiatives, Experience leading process improvements, Analytical capabilities, Reporting capabilities, Problem-solving capabilities, Experience leveraging Excel, Experience leveraging business intelligence platforms, Experience leveraging AI-assisted tools, Experience leveraging operational analytics, Presentation skills, Executive communication skills
Nice to Have
Bachelor's degree in Business, Finance, Operations, or related field, Prior experience in a client-facing servicing role, Prior experience in portfolio oversight role, Prior experience in operational management role, Experience managing servicing transfers, Experience coordinating servicing transfers, Manufactured housing experience, Consumer finance experience, Specialty servicing experience, Familiarity with manufactured housing finance, Familiarity with servicing operations, Experience with servicing systems, Experience with operational reporting tools, Experience with business intelligence platforms
What You'll Do.
Serve as primary point of contact for clients
Build and maintain client relationships
Lead servicing oversight activities
Partner with internal servicing teams
Drive implementation of operational improvements
Monitor portfolio performance metrics
Coordinate and manage client requests
Lead and coordinate servicing transfer activities
Serve as primary liaison for servicing transfer initiatives
Oversee transfer-related activities
Support issue resolution efforts
Perform oversight and reconciliation of invoices
Conduct root cause analysis for operational issues
Review servicing agreements and operational requirements
Assist with onboarding new servicing clients
Prepare and present portfolio updates
Organize and participate in client meetings
Support special projects and strategic initiatives
How You'll Work.
Team & Collaboration
Work closely with servicing operations, legal, compliance, finance, and leadership teams; Partner with internal servicing teams; Coordination with internal teams and third-party partners; Partner with business teams to implement corrective actions; Coordination with operational teams
Communication Scope
Exceptional communication skills; Presentation skills; Executive communication skills; Proactive communication
Process & Methodology
Manage multiple priorities in a fast-paced environment, Experience leading cross-functional operational initiatives, Experience leading process improvements, Timeline management, Operational readiness
Full Job Description
Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. THE ROLE The Client Relationship Manager serves as the primary relationship manager for a portfolio of servicing clients and strategic partners within the manufactured housing finance space. This role is responsible for overseeing client relationships, coordinating servicing operations, supporting servicing transfer initiatives, and driving operational excellence across assigned portfolios. The ideal candidate brings experience in loan servicing operations, client management, portfolio oversight, and cross-functional coordination. This individual will work closely with servicing operations, legal, compliance, finance, and leadership teams to support seamless servicing execution and deliver an exceptional client experience. KEY RESPONSIBILITIES - Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners. - Build and maintain strong client relationships through proactive communication, op
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