Investor Operations Specialist
Investor Operations Specialist
Posted on :
07-04-2025
Employer Active
1 Vacancy
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Job Description
Who you are:
You have 5 years of underwriting experience under your belt and are looking for your next challenge in a hypergrowth fastpaced industry disrupting SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team where you will have a direct impact on the customer experience.
Does this sound like you If so keep reading and apply today!
What youll do:
- Daily review of emails that come into the team from the investors that have any guideline eligibility &/or ratesheet LLPA changes that need to be updated in Polly. Notifications can be same day or in sent over in advance
- Daily review of internal comparison emails for LLPA changes that will need to be input into Polly
- Daily input of Spec Payup LLPAs for existing Investors
- Add any new products for existing Investors as they are announced. Notifications can be same day or in sent over in advance
- Troubleshoot Customer Support Tickets when escalated to the Content Team which can include a full audit existing investors for content accuracy (eligibility &/or LLPAs)
What you have:
- Technically oriented willing to learn new systems quickly and savvy in tools like Excel
- High level of attention to detail and accuracy
- Passionate about customer support and about the role it plays in making a customercentric team successful
- Ability to communicate technical problems in a elegant and tactful way
- Strong communication and writing ability
- Empathy diplomacy tact and poise under pressure when working through customer issues
- An understanding of and ability to interpret investor guidelines and ratesheets
Why join Polly
- We are attacking a trilliondollar market with gross inefficiencies and seeking to transform the way an entire industry operates
- We have an experienced leadership team that previously built large and impactful platforms
- Outstanding opportunity for professional growth and upward mobility
- Direct engagement with the decision makers and senior business leaders
- Competitive salaries
- 100 paid medical/vision/dental/disability/life insurance for full time employees
- Flexible vacation
- Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas
Lets get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cuttingedge datadriven platform. Its enterprisegrade solutions including the industrys only cloudnative commercially scalable product pricing and eligibility (PPE) engine and firstofitskind Polly/ AI platform empower the nations top banks credit unions and mortgage lenders to increase profitability automate workflows and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer Polly is committed to driving meaningful value and ROI through bestinclass innovation that enables unlimited configurability flexibility granularity and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco California. Recognized as a pioneer in mortgage capital markets as well as in culture and career development Polly was named to Forbes Americas Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation Employee Satisfaction and Company Growth.
To learn more follow Polly on LinkedIn or visit www.polly. Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race age color national origin religion sex gender identity sexual orientation marital status pregnancy status disability status veteran status or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels and we will never ask for sensitive information over text or conduct textonly interviews. If you are ever suspicious or in doubt reach out to us directly at . We care deeply about this network and your experience.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
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