Manager, Capital Markets

Zippy is a company focused on simplifying the loan process for manufactured homes. The Manager of Capital Markets will coordinate investor communications, manage reporting, and ensure operational excellence while working closely with various departments to provide exceptional service to capital partners.

Responsibilities:

• 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
• Final authority on prioritization and routing of investor requests and internal follow-up cadence
• Authority to set and enforce internal response deadlines for routine, non-material requests
• No authority over underlying credit, compliance, or policy decisions - coordinates but does not override subject-matter owners
• Escalation of material, high-risk, or novel items to the Chief Investment Officer and relevant functional leaders
• Operates as an individual contributor with functional ownership of the investor intake and coordination process
• No direct people management responsibilities initially; may evolve as the number of capital partners and deliverable volume grows
• Expected to work cross-functionally across credit risk, servicing, compliance, operations, dealer, and IT to drive deliverables to closure
• Acts as the day-to-day face of the company to capital partners on operational and administrative matters, while credit and capital markets strategy remain with senior leadership

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