Investor Operations Specialist at Polly

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, SaaSIndustries

Requirements

5+ years of underwriting experience
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 customer-centric team successful
Ability to communicate technical problems in an 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

Responsibilities

Daily review of emails from investors regarding guideline eligibility and/or ratesheet LLPA changes that need to be updated in Polly (notifications can be same day or 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 advance)
Troubleshoot Customer Support Tickets when escalated to the Content Team, which can include a full audit of existing investors for content accuracy (eligibility and/or LLPAs)

Skills

Key technologies and capabilities for this role

ExcelUnderwritingInvestor GuidelinesRatesheetsLLPATroubleshootingCustomer Support

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?

Full-time employees receive 100% paid medical, vision, dental, disability, and life insurance, along with flexible vacation.

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

This is a hybrid environment requiring 3 days weekly in an innovation hub in San Francisco or Dallas.

What skills and experience are required for the Investor Operations Specialist role?

Candidates need 5+ years of underwriting experience, technical orientation with tools like Excel, high attention to detail, strong communication skills, and an understanding of investor guidelines and ratesheets.

What opportunities for growth 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.

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