Manager, Capital Markets

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🌵 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

👔 Manager

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Zippy

WebsiteLinkedInAll Job Openings

51 - 200 employees

🛡️ Insurance

💸 Finance

💳 Fintech

Insurance • Finance • Fintech

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

• Coordinate ongoing loan sales, pricing and trade registration. • Manage investor reporting packages, portfolio performance updates, and ad hoc analyses. • Monitor and update rate card as well as interest rate hedge for loans awaiting sale. • Monitor operational SLAs and ensure commitments to investors are consistently met. • Identify opportunities to improve processes, automation, and scalability. • Serve as a primary day-to-day point of contact for institutional loan buyers and capital partners. • Coordinate regular investor communications, portfolio updates, and performance reporting. • Build trusted relationships through proactive communication and exceptional responsiveness. • Track investor requests and ensure timely resolution across internal teams. • Coordinate recurring business reviews and portfolio update meetings. • Lead onboarding of new institutional investors from signed agreement through operational readiness. • Coordinate implementation activities across Legal, Operations, Technology, Servicing, Finance, and Credit. • Manage project plans, milestones, dependencies, and timelines for new investor launches. • Ensure operational processes, reporting, and data delivery are successfully established before launch. • Lead strategic initiatives on behalf of the CIO. • Coordinate execution across multiple departments to deliver capital markets priorities. • Track action items, risks, dependencies, and project status. • Drive accountability and follow-through across stakeholders. • Develop scalable processes for investor servicing and communication. • Create documentation, standard operating procedures, and operational playbooks. • Recommend improvements that enhance investor experience and internal efficiency.

🎯 Requirements

• 5–8+ years of experience in financial services, specialty finance, or lending, ideally with exposure to warehouse lending, loan sale, or capital partner relationships • Demonstrated project management skills, with the ability to manage many concurrent, cross-functional workstreams to closure • Strong working knowledge of lending operations, underwriting, servicing, or compliance - sufficient to answer most business questions directly • High emotional intelligence and relationship-building skill; comfortable owning difficult or overdue conversations professionally • Excellent organizational skills and follow-through; low tolerance for items falling through the cracks • Strong written and verbal communication skills, with the ability to translate internal detail into clear, partner-facing responses • Experience with deliverable or SLA tracking tools (e.g., structured trackers, project management software) • Manufactured housing, specialty finance, or partner-based lending experience strongly preferred

🏖️ 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.