Client Relationship Manager

🕒 5 days ago

🌵 Arizona, Connecticut, +21 more states – Remote

🌵 Arizona – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🌽 Illinois – Remote ⚜️ Louisiana – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🎰 Nevada – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌪️ Oklahoma – Remote 🌲 Oregon – Remote 🦀 Maryland – Remote 🚗 Michigan – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote 🧀 Wisconsin – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Zippy

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🏠 Real Estate

Finance • Fintech • Real Estate

Zippy is a company that specializes in providing home loans, loan servicing, insurance services, and technology solutions related to lending. Zippy Loans, LLC is a direct lender offering competitive loan rates and options for new and pre-owned homes, with a fully online lending process. The company emphasizes a modern approach to lending, making the process easy and accessible without needing to visit a bank. Zippy also offers insurance services through its subsidiary Zippy Insurance Services, LLC. With a commitment to supporting customers throughout the lending journey, Zippy aims to help individuals realize their homeownership dreams. Zippy is a family of companies, including Zippy Loans, LLC, Zippy Loan Servicing, LLC, Zippy Insurance Services, LLC, and Zippy Technology, LLC.

📋 Description

• 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, operational support, and strategic partnership. • Lead servicing oversight activities, including issue resolution, operational escalations, and client-specific initiatives. • Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables. • Drive implementation of operational improvements, servicing strategies, and process efficiencies that enhance client experience and portfolio performance. • Monitor portfolio performance metrics, servicing trends, and operational risk indicators. • Coordinate and manage client requests, servicing approvals, and operational deliverables in alignment with servicing requirements. • Lead and coordinate servicing transfer activities, including onboarding and offboarding processes, client communications, data validation, timeline management, operational readiness, and coordination with internal teams and third-party partners to ensure seamless transfer execution. • Serve as the primary liaison for servicing transfer initiatives, ensuring all operational, regulatory, investor, and client requirements are completed accurately and within established timelines. • Oversee transfer-related activities, including data reconciliation, boarding coordination, exception management, and operational tracking. • Support issue resolution efforts related to servicing discrepancies, customer escalations, payment processing, and portfolio exceptions. • Perform oversight and reconciliation of servicing-related invoices, fees, reporting, and exception items. • Conduct root cause analysis for operational issues and partner with business teams to implement corrective actions and process improvements. • Review servicing agreements and operational requirements to identify risks, gaps, and implementation needs. • Assist with onboarding new servicing clients and support integration activities across operational teams. • Prepare and present portfolio updates, operational findings, servicing metrics, and strategic recommendations to leadership and clients. • Organize and participate in client meetings, servicing transfer meetings, operational reviews, and onsite visits as needed. • Support special projects, strategic initiatives, and additional responsibilities assigned by leadership.

🎯 Requirements

• Bachelor’s degree in Business, Finance, Operations, or related field preferred. • 5+ years of experience in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services experience. • Prior experience in a client-facing servicing, portfolio oversight, or operational management role strongly preferred. • Experience managing or coordinating servicing transfers preferred. • Manufactured housing, consumer finance, or specialty servicing experience is a plus. • Strong understanding of servicing operations, loan portfolios, payment processing, escrow administration, servicing transfers, and customer servicing workflows. • Familiarity with manufactured housing finance and servicing operations preferred. • Knowledge of regulatory servicing requirements and operational compliance standards. • Exceptional client relationship management and communication skills. • Strong analytical, organizational, and problem-solving capabilities. • Ability to manage multiple priorities in a fast-paced, growth-oriented environment. • Experience leading cross-functional operational initiatives and process improvements. • Strong analytical, reporting, and problem-solving capabilities, with experience leveraging Excel, business intelligence platforms, AI-assisted tools, and operational analytics to improve decision-making and process efficiency. • Strong presentation and executive communication skills. • Experience with servicing systems, operational reporting tools, or business intelligence platforms is a plus. • Self-starter with strong attention to detail, accountability, and ownership mentality.

🏖️ Benefits

• Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. • Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. • Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. • Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. • Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. • Training & Licensing Support: We invest in your professional growth with resources for training and licensing. • Paid Time Off: We offer generous PTO—and we encourage you to use it! • Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. • Parental Leave: We provide paid parental leave to support you and your growing family. • No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. • Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. • Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.