Zippy Guide Assistant (Remote - Phoenix, AZ or Dallas, TX preferred)

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. 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.

Job Description:

The Zippy Guide Assistant (ZG I) is an entry-level role ideal for individuals with 1-2 years of sales experience in a high-volume outbound and inbound call center environment. This position focuses on delivering exceptional customer service through proactive communication, supporting licensed Zippy Guides, and ensuring smooth loan processing. As a ZG I, you’ll receive comprehensive training, including eventual preparation for licensing exams, enabling you to advance your career while contributing to Zippy's mission of expanding affordable homeownership.

1. Support MLOs: Assist licensed MLOs in all functions as business demand rises. This includes handling inbound calls, reviewing documents for processor submission, calling through leads (especially suspended leads), entering portal comments, and managing ZG pipelines.

2. Handle Calls: Manage all outbound and inbound calls through the Zippy Origination line with excellent customer service.

3. Lead Management: Focus on calling through leads daily, reviewing applications, and passing files to licensed ZGs.

4. Documentation: Review and prepare documents for processor submission.

5. Customer Service: Provide outstanding customer service, ensuring efficient and effective communication with applicants.

6. Task Management: Complete daily, weekly, and monthly tasks as assigned by the team manager.

7. SAFE Exam Preparation: Participate in training to prepare for the SAFE exam if not already licensed if needed.

Desired Mentality:

• Passionate about creating better consumer outcomes and solving the affordable housing crisis

• Team player that is self-motivated, proactive, task oriented, and solutions-focused (let’s help our borrowers!)

• Shows the highest level of integrity, intent, ability and results in all endeavors to build trust

• Desire to work and win in an innovative, fast-paced & committed environment

• Communicative and open to feedback, and willing to give feedback to others

• Collaborative and innovative with a strong desire for the entire team to win together

Qualifications:

• Experience: 1-2 years of sales experience in a high outbound/inbound call center environment.

• Detail-oriented, tech-savvy, and educated to ensure success in passing the SAFE exam if needed

• Proficiency in Microsoft Office and other software tools.

• Excellent written, oral, and interpersonal skills

• Proactive and autonomous worker.

• Undergraduate degree or extended relevant work experience is preferred

• MLO licensing helpful but not required

• Located in or around Dallas, TX or Phoenix, AZ

Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Washington.

Total Rewards

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 only 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:

• 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.

Beyond the tangible benefits:

• Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day.

• Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact.

• Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution.

• Supportive Culture: You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging.

• Diversity & Inclusion: We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work.

• Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed.

• Meaningful Impact: Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today.

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.