Portfolio Manager, Servicing
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Job Description
Portfolio Manager overseeing servicing clients, portfolio performance, and servicing transfers. Supporting Zippy’s digital manufactured-home lending and insurance platform.
Responsibilities:
- Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners
- Build and maintain client relationships through proactive communication, operational support, and strategic partnership
- Lead servicing oversight activities, issue resolution, operational escalations, and client-specific initiatives
- Partner with internal servicing teams to ensure timely and accurate servicing obligations and portfolio deliverables
- Drive operational improvements, servicing strategies, and process efficiencies
- Monitor portfolio performance metrics, servicing trends, and operational risk indicators
- Coordinate client requests, servicing approvals, and operational deliverables
- Lead servicing transfer activities, including onboarding, offboarding, client communications, data validation, timeline management, operational readiness, and third-party coordination
- Serve as liaison for servicing transfer initiatives and ensure operational, regulatory, investor, and client requirements are completed
- Oversee data reconciliation, boarding coordination, exception management, and operational tracking
- Support resolution of servicing discrepancies, customer escalations, payment processing issues, and portfolio exceptions
- Reconcile servicing-related invoices, fees, reporting, and exception items
- Conduct root cause analysis and implement corrective actions and process improvements
- Review servicing agreements and operational requirements for risks, gaps, and implementation needs
- Assist with onboarding new servicing clients and integration activities
- Prepare and present portfolio updates, operational findings, servicing metrics, and recommendations to leadership and clients
- Organize and participate in client meetings, servicing transfer meetings, operational reviews, and onsite visits as needed
- Support special projects and strategic initiatives 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
- 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
- Knowledge of regulatory servicing requirements and operational compliance standards
- 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
- Experience leveraging Excel, business intelligence platforms, AI-assisted tools, and operational analytics
- Strong presentation and executive communication skills
- Experience with servicing systems, operational reporting tools, or business intelligence platforms is a plus
- Strong attention to detail, accountability, and ownership mentality
- Must reside in Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, or Wisconsin
- Employment eligibility will be confirmed through E-Verify
Benefits:
- Competitive salary with potential annual bonuses and variable pay
- Equity in the company for all employees
- Remote work from home in a remote-first environment
- Medical, dental, and vision insurance
- Company-subsidized STD, LTD, and life insurance
- Medical and dependent care FSAs
- Training and licensing support
- Generous paid time off
- Wellbeing resources including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, and Ladder
- Paid parental leave
- No Meeting Wednesdays
- Vibrant remote Slack community
- Career growth and promotion-from-within opportunities
- Collaborative and supportive culture
- Guidance, mentorship, and leadership support
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