Client Relationship Manager, Servicing

The role

The Client Relationship Manager serves as the primary relationship manager for a portfolio of servicing clients and strategic partners. This role oversees client relationships, coordinates servicing operations, and supports servicing transfer initiatives.

What you will do

• 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 and operational support.
• Lead servicing oversight activities including issue resolution and operational escalations.
• Partner with internal servicing teams to ensure execution of servicing obligations.
• Drive implementation of operational improvements and servicing strategies.
• Monitor portfolio performance metrics, servicing trends, and operational risk indicators.
• Coordinate and manage client requests and servicing approvals.
• Lead and coordinate servicing transfer activities including onboarding and offboarding.
• Support issue resolution efforts related to servicing discrepancies and customer escalations.
• Perform oversight and reconciliation of servicing-related invoices, fees, and reporting.

Required qualifications

• 5+ years of experience in loan servicing, client management, servicing operations, manufactured housing finance, or related financial services experience.
• Strong understanding of servicing operations, loan portfolios, payment processing, escrow administration, servicing transfers, and customer servicing workflows.
• 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.
• Strong presentation and executive communication skills.

Nice to have

• Bachelor’s degree in Business, Finance, Operations, or related field
• Prior experience in a client-facing servicing, portfolio oversight, or operational management role
• Experience managing or coordinating servicing transfers
• Manufactured housing, consumer finance, or specialty servicing experience is a plus
• Familiarity with manufactured housing finance and servicing operations
• Experience with servicing systems, operational reporting tools, or business intelligence platforms

Benefits

• Competitive salary with potential for annual bonuses and variable pay
• Equity in the company
• Remote work
• Medical, dental, and vision insurance
• Company-subsidized STD, LTD, and life insurance
• Medical and dependent care FSAs
• Training and licensing support
• Generous PTO
• Wellbeing programs including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, and Ladder
• Paid parental leave
• No Meeting Wednesdays

Before you apply

• Applicants should be prepared to potentially meet in person as part of the process.
• Employer uses E-Verify to confirm employment eligibility.
• Only hiring candidates who reside in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Okla

About the company

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.