Client Relationship Manager

🕒 vor 2 Monaten

🌵 Arizona, Connecticut, +21 weitere Bundesländer – 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

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

💰 Account Manager

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Zippy

WebsiteLinkedInAlle Stellen

51 - 200 Mitarbeiter

🛡️ Versicherung

💸 Finanzen

💳 Fintech

Insurance • Finance • Fintech

Zippy ist ein Unternehmen, das sich auf die Bereitstellung von Wohnbaukrediten, Kreditabwicklung, Versicherungsdienstleistungen und technologischen Lösungen im Zusammenhang mit der Kreditvergabe spezialisiert hat. Zippy Loans, LLC ist ein direkter Kreditgeber, der wettbewerbsfähige Kreditkonditionen und Optionen für neue und gebrauchte Häuser mit einem vollständig Online-Kreditverfahren bietet. Das Unternehmen betont einen modernen Ansatz zur Kreditvergabe, der das Verfahren einfach und zugänglich macht, ohne dass ein Besuch bei einer Bank erforderlich ist. Zippy bietet auch Versicherungsdienstleistungen über seine Tochtergesellschaft Zippy Insurance Services, LLC an. Mit einem Engagement, Kunden während der gesamten Kreditreise zu unterstützen, strebt Zippy an, Einzelpersonen dabei zu helfen, ihren Traum vom Eigenheim zu verwirklichen. Zippy ist ein Familienunternehmen einschließlich Zippy Loans, LLC, Zippy Loan Servicing, LLC, Zippy Insurance Services, LLC und Zippy Technology, LLC.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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.