Full-Time
Polly
51-200 employees
Cloud-based platform for mortgage optimization
No salary listed
Senior
San Francisco, CA, USA
Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.
- 5+ years of project management experience
- PMP Certification (preferred, or equivalent additional project management experience)
- 3+ years of software implementation and consulting experience
- 1-2 years of Secondary Market Experience
- 3-5 years of mortgage 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
- Lead the implementation of technical platform and use of PM tools to track tasks, action items and deadlines
- Gather clients requirements and configure based on business needs
- Work on a range of complex projects and occasionally, cross-functional outcomes.
- Provide consultative guidance to align customer business process with Polly’s products
- Lead large-scale customer implementations or multiple implementations at a time during different phases of implementation cycle
- Work with key project stakeholders, subject matter experts and technical staff
- Collaborate with sales, customer success and product teams to ensure the success of our implementations
- Monitoring emails and responding to customers in a timely manner while tracking and following up on outstanding items
- Guide clients on best practices and train end users
- Troubleshoot and work with product & customer support team to develop solutions to solve for internal or customer facing issues
- Large focus on driving enterprise/strategic projects. Coordinating internally and externally to ensure projects stay on time and in scope
- PMP Certification (preferred, or equivalent additional project management experience)
Polly.io offers a cloud-based platform designed to improve operations in the mortgage industry. It provides tools that help lenders manage their mortgage processes more efficiently and flexibly. The platform uses advanced cloud technologies to ensure security and scalability while incorporating data science and machine learning to enhance loan pricing and lock processes. Polly.io features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, promoting transparency and efficiency in the loan sale and settlement cycle. Additionally, it offers real-time analytics and market insights to support better decision-making for lenders. Unlike traditional mortgage solutions, Polly.io focuses on leveraging technology to streamline operations and boost productivity. The goal of Polly.io is to empower lenders with the resources they need to gain a competitive advantage and increase profitability.
Company Size
51-200
Company Stage
Growth Equity (Venture Capital)
Total Funding
$77M
Headquarters
San Francisco, California
Founded
2019
Simplify's Take
What believers are saying
- Polly's $25M funding round supports technology development and market expansion.
- Integration with nCino enhances loan officer mobility and engagement with referral partners.
- Lender Intelligence product offers advanced analytics for optimizing margin and pricing strategies.
What critics are saying
- Increased competition from fintech companies could erode Polly's market share.
- Economic downturns may reduce demand for mortgage services, impacting revenue.
- Data privacy concerns and regulatory scrutiny pose compliance challenges.
What makes Polly unique
- Polly offers the first cloud-native, commercially scalable product and pricing engine (PPE).
- The Loan Trading Exchange enhances transparency and efficiency in mortgage loan sales.
- Polly's platform integrates advanced data science and machine learning for superior decision-making.
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Benefits
Professional growth & upward mobility
Competitive salaries
100% paid medical/vision/dental/disability/life insurance
Unlimited PTO
Remote environment
Growth & Insights and Company News
6 month growth
↑ 11%1 year growth
↑ 9%2 year growth
↑ 11%Leading mortgage technology provider Uplist recently announced a new integration with fellow tech firm Polly.
SAN DIEGO, Calif. /Massachusetts Newswire – National News/ — CapitalW Collective, a trailblazing non-profit dedicated to advancing women and their allies in mortgage capital markets, proudly announces Polly as its first product and pricing engine (PPE) Diamond-level corporate sponsor. This alliance underscores CapitalW Collective’s mission “to create more inclusive and dynamic mortgage capital markets, one woman and ally at a time.”United for Industry TransformationPolly, a leading provider of innovative mortgage capital markets technology and operator of the industry’s first and only cloud-native, commercially scalable product and pricing engine (PPE), shares CapitalW Collective’s commitment to educating, elevating, and empowering underrepresented groups within the mortgage capital markets vertical.“We are ecstatic to welcome Polly as a corporate sponsor and partner,” said Amy Creason, Co-founder and Board Member of CapitalW Collective. “As a true pioneer in mortgage capital markets, Polly has been instrumental in transforming analysis, accuracy, and automation within mortgage technology. Their support of CapitalW Collective’s efforts to encourage more women to explore this important segment of the mortgage industry and champion the development of underrepresented groups is inspiring.”Empowering Through SupportAs a Diamond-level corporate sponsor and ally, Polly will offer impactful support with educational resources and broaden platforms that unite advocates throughout the industry. Additionally, Polly’s expertise will enrich CapitalW Collective’s initiatives to drive significant industry-wide progress.Adam Carmel, Founder and CEO of Polly, shared: “It is a great honor to partner with and support CapitalW Collective’s mission to educate, elevate, and empower
SAN DIEGO, Calif. /California Newswire/ — CapitalW Collective, a trailblazing non-profit dedicated to advancing women and their allies in mortgage capital markets, proudly announces Polly as its first product and pricing engine (PPE) Diamond-level corporate sponsor. This alliance underscores CapitalW Collective’s mission “to create more inclusive and dynamic mortgage capital markets, one woman and ally at a time.”United for Industry TransformationPolly, a leading provider of innovative mortgage capital markets technology and operator of the industry’s first and only cloud-native, commercially scalable product and pricing engine (PPE), shares CapitalW Collective’s commitment to educating, elevating, and empowering underrepresented groups within the mortgage capital markets vertical.“We are ecstatic to welcome Polly as a corporate sponsor and partner,” said Amy Creason, Co-founder and Board Member of CapitalW Collective. “As a true pioneer in mortgage capital markets, Polly has been instrumental in transforming analysis, accuracy, and automation within mortgage technology. Their support of CapitalW Collective’s efforts to encourage more women to explore this important segment of the mortgage industry and champion the development of underrepresented groups is inspiring.”Empowering Through SupportAs a Diamond-level corporate sponsor and ally, Polly will offer impactful support with educational resources and broaden platforms that unite advocates throughout the industry. Additionally, Polly’s expertise will enrich CapitalW Collective’s initiatives to drive significant industry-wide progress.Adam Carmel, Founder and CEO of Polly, shared: “It is a great honor to partner with and support CapitalW Collective’s mission to educate, elevate, and empower
SAN DIEGO, Calif. /California Newswire – National News/ — CapitalW Collective, a trailblazing non-profit dedicated to advancing women and their allies in mortgage capital markets, proudly announces Polly as its first product and pricing engine (PPE) Diamond-level corporate sponsor. This alliance underscores CapitalW Collective’s mission “to create more inclusive and dynamic mortgage capital markets, one woman and ally at a time.”United for Industry TransformationPolly, a leading provider of innovative mortgage capital markets technology and operator of the industry’s first and only cloud-native, commercially scalable product and pricing engine (PPE), shares CapitalW Collective’s commitment to educating, elevating, and empowering underrepresented groups within the mortgage capital markets vertical.“We are ecstatic to welcome Polly as a corporate sponsor and partner,” said Amy Creason, Co-founder and Board Member of CapitalW Collective. “As a true pioneer in mortgage capital markets, Polly has been instrumental in transforming analysis, accuracy, and automation within mortgage technology. Their support of CapitalW Collective’s efforts to encourage more women to explore this important segment of the mortgage industry and champion the development of underrepresented groups is inspiring.”Empowering Through SupportAs a Diamond-level corporate sponsor and ally, Polly will offer impactful support with educational resources and broaden platforms that unite advocates throughout the industry. Additionally, Polly’s expertise will enrich CapitalW Collective’s initiatives to drive significant industry-wide progress.Adam Carmel, Founder and CEO of Polly, shared: “It is a great honor to partner with and support CapitalW Collective’s mission to educate, elevate, and empower
Polly, San Francisco, CA-based provider of mortgage capital markets technology and operator of a cloud-native, commercially scalable product and pricing engine (PPE), raised additional $25M in growth equity funding