Investor Operations Leader at Polly

Dallas, Texas, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, FinTech, MortgageIndustries

Requirements

8+ years of a mix of customer, operations, and capital markets experience
5+ years of relevant capital markets or mortgage experience
3+ years leading investor operations or adjacent teams
Excellent relationship management, team leadership and development, project management, and communication skills
Demonstrated ability to lead, collaborate and work effectively across internal teams in a highly action-oriented and collaborative organization
Strong technical skillset; experience with a high growth firm
History of establishing best practices and building teams
A passion for customers and service delivery
A hands-on approach and willingness to dive into the details and lead the team by example

Responsibilities

Lead Polly’s investor operations audit team to both coach and develop the team and build efficient and scalable processes
Manage & build exceptional customer, investor relationships, and internal relationships
Direct and oversee all aspects of the investor customer audit process, instilling a culture of quality, excellence, and clear line of sight to organizational opportunities
Partner cross-functionally with Quality, Product, and Support teams to both manage investor relationships, highlight future opportunities, and solve for real-time issues
Continuously improve the end-to-end investor journey by building processes and systems that empower the team to work efficiently and effectively
Proactively manage and analyze customer feedback that translates into actions that improve and enhance the experience internally and externally
Maintain efficiency in our staffing models and proactively manage for future needs
Act as the voice of the customers and advocate for their needs

Skills

Key technologies and capabilities for this role

Capital MarketsMortgageInvestor OperationsTeam LeadershipRelationship ManagementProject ManagementCommunicationProcess ImprovementAuditCross-Functional CollaborationCustomer Feedback AnalysisStaffing Models

Questions & Answers

Common questions about this position

What is the compensation like for this role?

Polly offers competitive salaries for this position.

What are the benefits offered?

Benefits include 100% paid medical, vision, dental, disability, and life insurance, plus flexible PTO.

Is this a remote position, or do I need to come into the office?

It's a hybrid environment requiring 3 days weekly in an innovation hub in San Francisco or Dallas.

What skills and experience are required for this role?

Candidates need 5+ years of relevant capital markets or mortgage experience, 3+ years leading investor operations or adjacent teams, plus excellent relationship management, team leadership, project management, communication skills, and a strong technical skillset.

What growth opportunities does Polly offer?

Polly provides outstanding opportunities for professional growth and upward mobility, with direct engagement with decision makers and senior business leaders.

Polly

Cloud-based platform for mortgage operations

About Polly

Polly.io offers a platform designed to improve the mortgage industry by making operations more efficient for lenders. The platform is cloud-based, which means it uses internet technology to provide secure and scalable services. This allows lenders to access advanced tools for data analysis and machine learning, helping them to price loans and manage loan locks more accurately and quickly than traditional methods. Polly.io also features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the process more transparent and efficient. By providing real-time analytics and market insights, Polly.io helps lenders make better decisions. The goal of Polly.io is to empower lenders of all sizes to enhance their productivity and profitability through its comprehensive suite of tools.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$74.9MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Professional growth & upward mobility

Competitive salaries

100% paid medical/vision/dental/disability/life insurance

Unlimited PTO

Remote environment

Risks

Increased competition from similar fintech solutions could erode Polly's market share.

Continuous technological advancements may require costly updates to Polly's platform.

Economic downturns could negatively impact demand for Polly's mortgage services.

Differentiation

Polly offers the industry's first cloud-native, commercially scalable Product and Pricing Engine.

The platform integrates advanced data science and machine learning for superior mortgage pricing accuracy.

Polly's Loan Trading Exchange enhances transparency and efficiency in the mortgage loan sale cycle.

Upsides

Polly's cloud-based platform aligns with the industry's digital transformation trend.

The integration with nCino enhances loan officer mobility and engagement opportunities.

Polly's Lender Intelligence tool provides valuable market insights for data-driven decisions.

Land your dream remote job 3x faster with AI

Try Jobo Free