Full-Time
Investor Operations Lead
Confirmed live in the last 24 hours
Polly
51-200 employees
Cloud-based platform for mortgage operations
Senior, Expert
Dallas, TX, USA
Hybrid environment; requires in-office presence 3 times a week in Dallas or San Francisco.
- 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 and 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.
- 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.
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 accurately and manage the loan locking process effectively. Polly.io also features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the sale and settlement process more transparent and efficient. By providing real-time analytics and market insights, Polly.io helps lenders make better decisions and increase their productivity and profitability. The company's goal is to empower lenders of all sizes with the tools they need to compete successfully in the mortgage market.
Company Stage
Growth Equity (Venture Capital)
Total Funding
$74.9M
Headquarters
San Francisco, California
Founded
2019
6 month growth
↑ 17%1 year growth
↑ 14%2 year growth
↑ 85%
Simplify's Take
What believers are saying
- Polly raised $25M in growth equity funding, boosting its expansion capabilities.
- Integration with nCino enhances loan officer mobility and pricing efficiency.
- Partnership with HousingWire increases transparency in mortgage rate data.
What critics are saying
- Increased competition from similar fintech companies may erode Polly's market share.
- Rapid tech advancements require costly updates to maintain competitiveness.
- Economic downturns could reduce demand for Polly's mortgage services.
What makes Polly unique
- Polly offers a cloud-native, scalable Product & Pricing Engine (PPE) for mortgages.
- The Loan Trading Exchange enhances transparency and efficiency in mortgage loan sales.
- Polly's Lender Intelligence provides real-time analytics for informed financial decision-making.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Professional growth & upward mobility
Competitive salaries
100% paid medical/vision/dental/disability/life insurance
Unlimited PTO
Remote environment