Scan your resume against ATS criteria for this Client Relationship Manager, Servicing role at Zippymh.
Zippy was founded with mission: to make getting a loan for a manufactured home simple, fast, and fully. 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
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.
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 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 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 visits as needed.
Support special projects, strategic initiatives, and additional responsibilities assigned by leadership.
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.
While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process.
As a participating employer, we will use E-Verify to confirm employment eligibility.
Please note that we are currently hiring candidates who reside in the following states:
Applicants that do not reside in the bolded states will be rejected.
At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not supports our team but also inspires them to do their best work.
Our benefits and perks are always evolving, but here’s what we offer right now:
_. These values guide our decisions, shape our culture, and inspire us to achieve our best every day.
Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
benefits:
_. These values guide our decisions, shape our culture, and inspire us to achieve our best every day.
How to apply for Client Relationship Manager, Servicing at Zippymh?
Click the "Apply on Company Website" button on this page to submit your application directly on the employer's official portal.
What is the salary for this role?
Salary details will be discussed during the interview.
What experience is required?
5+ years of experience is required.
Is this position still open?
Yes, currently active and accepting applications.
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