Full-Time

Buyside Business Analyst

Posted on 7/30/2025

Polly

Polly

51-200 employees

Cloud-based mortgage platform with loan trading

No salary listed

San Francisco, CA, USA

Hybrid

Employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.

Category
Business & Strategy (2)
,
Required Skills
Agile
Product Management
SCRUM
Requirements
  • 5+ years of experience, including 3+ years as a Business Analyst
  • Proven experience in business process analysis and workflow documentation
  • Experience in envisioning, defining, and leading the development of innovative products, with a strong emphasis on user experience and design
  • 3+ years of business analysis experience or equivalent responsibilities
  • Hands-on experience delivering products using Agile methodologies (e.g., SCRUM)
  • Strong analytical thinking and problem-solving skills, with the ability to juggle multiple priorities in a fast-paced environment
  • Excellent written and verbal communication skills, with the ability to guide customers to identify pain points and inform product decisions
  • Bachelor’s degree in a technical discipline
Responsibilities
  • Capture and document current-state workflows, business processes, and systems
  • Analyze existing operations to identify inefficiencies, bottlenecks, and opportunities for improvement
  • Translate requirements into well-defined user stories with acceptance criteria that guide solution development
  • Work closely with product management to own the product vision for your area
  • Evaluate and prioritize product requirements in collaboration with product management
  • Manage the product backlog to ensure effective sprint planning and timely releases
  • Work closely with cross-functional teams to break down and document requirements
  • Partner with product management to define success metrics for each feature and function before development begins
  • Coordinate with Product Management upcoming release communications
  • Collect requirements across different partner teams to ensure solutions are built to work seamlessly with other areas of the product
  • Ensure the quality of releases by coordinating testing, UAT, and obtaining necessary business sign-offs
Desired Qualifications
  • Experience in fintech SaaS, particularly related to capital markets, loan products, and pricing

Polly.io provides a cloud-based fintech platform for the mortgage industry that helps lenders scale their operations and improve profitability. It offers an end-to-end solution for the capital markets value chain, including a Loan Trading Exchange that connects buyers and sellers of mortgage loans and real-time analytics to guide decision-making. The platform uses cloud technology, data science, and machine learning to enhance loan pricing, lock processes, speed, accuracy, and security. Polly differentiates itself through a scalable, cloud-native approach that serves lenders of all sizes, offering advanced data insights and a transparent, efficient loan sale and settlement workflow. The company’s goal is to enable lenders to operate more efficiently, make informed decisions, and boost productivity and profitability.

Company Size

51-200

Company Stage

Growth Equity (Venture Capital)

Total Funding

$82M

Headquarters

San Francisco, California

Founded

2019

Simplify Jobs

Simplify's Take

What believers are saying

  • Polly raised $25 million in 2026 for AI and implementation scaling.
  • Lock volume grew over 150% last year across banks, credit unions, lenders.
  • AI copilot and mobile locking deepen adoption in purchase-heavy lending markets.

What critics are saying

  • nCino can bundle pricing with Mortgage Suite and compress Polly's standalone value.
  • Mortgage volume downturns immediately reduce lender budgets and exchange liquidity.
  • Heavy implementation services create margin pressure and delay broader platform rollouts.

What makes Polly unique

  • Cloud-native PPE and Loan Trading Exchange target mortgage capital markets workflows.
  • Native integrations with nCino, Vesta, Byte, and ICE expand embedded distribution.
  • Patent-pending automation improves pricing, lock workflows, and loan sale execution.

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Your Connections

People at Polly who can refer or advise you

Benefits

Professional growth & upward mobility

Competitive salaries

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

Unlimited PTO

Remote environment

Growth & Insights and Company News

Headcount

6 month growth

-13%

1 year growth

-13%

2 year growth

-18%
HousingWire
Mar 5th, 2025
Uplist partners with Polly, offering insights to loan officers

Leading mortgage technology provider Uplist recently announced a new integration with fellow tech firm Polly.

Massachusetts Newswire
Jan 10th, 2025
Polly And Nonprofit Capitalw Collective Align To Support Women In Mortgage Capital Markets

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

California Newswire
Jan 10th, 2025
Capitalw Collective Aligns With Polly To Support Women In Mortgage Capital Markets

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

California Newswire
Jan 10th, 2025
Polly And Capitalw Collective Align To Support Women In Mortgage Capital Markets | National News

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

FinSMEs
Sep 11th, 2024
Polly Raises Additional $25M in Growth Equity Funding

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

INACTIVE