Full-Time

Executive Assistant to the CEO

Posted on 11/17/2024

Polly

Polly

51-200 employees

Cloud-based platform for mortgage industry optimization

Data & Analytics
Fintech

Mid

San Francisco, CA, USA + 1 more

More locations: Texas, USA

Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.

Category
Executive Support
Administrative & Executive Assistance
Specialized Administrative Roles
Requirements
  • 4+ years of executive assistant experience
  • Excellent organizational and multitasking abilities.
  • Strong written and verbal communication skills.
  • Proficiency in productivity tools (e.g., Microsoft Office, Google Workspace, Slack).
  • Demonstrated experience in event and travel planning, as well as office management.
  • Ability to adapt to shifting priorities and manage complex schedules.
  • Prior experience supporting C-level executives in a dynamic environment.
  • Knowledge of Mortgage, Capital, and/or secondary markets.
Responsibilities
  • Serve as a primary point of contact for the CEO, managing complex calendars, coordinating meetings, and handling communication to ensure optimal efficiency.
  • Plan and organize offsite events, including team-building retreats and strategy sessions. Coordinate logistics for conferences and industry events, including securing venues, managing vendor relationships, overseeing travel arrangements for attendees, and handling on-site event logistics.
  • Coordinate travel arrangements, including flights, accommodations, and itineraries. Manage expense reports and reimbursement processes.
  • Draft, review, and manage correspondence on behalf of the CEO. Liaise with both internal and external stakeholders to represent the executive's priorities.
  • Prepare agendas, reports, and other meeting materials. Record and distribute meeting minutes as necessary, ensuring follow-ups are managed and completed.
  • Oversee administrative and office management duties, including ordering supplies, managing vendor relationships, maintaining office organization, and coordinating with facilities management.
  • Handle sensitive information with utmost confidentiality and integrity, acting as a trusted partner to the CEO.

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, which enhance security and scalability, and incorporates data science and machine learning to improve loan pricing and lock processes. Polly.io features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, increasing transparency and efficiency in the loan sale and settlement cycle. Additionally, it provides real-time analytics and market insights to support better decision-making. Unlike traditional mortgage solutions, Polly.io focuses on leveraging technology to streamline operations and boost productivity for lenders. The goal of Polly.io is to empower lenders with the resources they need to gain a competitive advantage and increase profitability.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$74.9M

Headquarters

San Francisco, California

Founded

2019

Growth & Insights
Headcount

6 month growth

17%

1 year growth

30%

2 year growth

85%
Simplify Jobs

Simplify's Take

What believers are saying

  • Polly.io's strategic integrations with industry leaders like nCino and Byte Software enhance its platform's functionality and user experience.
  • The introduction of Lender Intelligence showcases Polly.io's commitment to leveraging advanced analytics for margin expansion and cost reduction.
  • Recent Series B funding of $37 million indicates strong investor confidence and provides resources for further innovation and growth.

What critics are saying

  • The competitive fintech landscape requires Polly.io to continuously innovate to maintain its edge.
  • Integration challenges with multiple platforms could lead to operational inefficiencies and customer dissatisfaction.

What makes Polly unique

  • Polly.io's cloud-native platform offers superior scalability and security, setting it apart from traditional mortgage solutions.
  • The integration of advanced data science and machine learning tools enhances the accuracy and speed of loan pricing and lock processes, providing a competitive edge.
  • Polly.io's Loan Trading Exchange improves transparency and efficiency in the mortgage loan sale and settlement cycle, a unique feature in the fintech space.

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Benefits

Professional growth & upward mobility

Competitive salaries

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

Unlimited PTO

Remote environment