Full-Time
Investor Operations Leader
Posted on 10/30/2025
Polly
51-200 employees
Cloud-based mortgage platform with loan trading
No salary listed
Dallas, TX, USA
Hybrid
 Finance & Banking (1) |
|---|
- 5+ years of relevant capital markets or mortgage experience
- 3+ years leading investor operations, capital markets or underwriting teams
- Experience in mortgage non-agency and non-QM guidelines, pricing, or capital markets
- Excellent relationship management, team leadership and development, project management, and communication skills
- Demonstrated ability to lead, collaborate and work effectively across internal teams 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
- Oversee daily ticket assignments and ensure timely resolution of investor and customer requests
- Guide team members to follow all current policies, procedures, and quality control processes
- Identify gaps or inefficiencies in current workflows and recommend improvements to management
- Partner with management to analyze error trends, identify root causes, and implement corrective actions
- Serve as a subject-matter expert in investor guidelines and translate those into rules within the pricing engine
- Review and back-test scripted rules to ensure guideline accuracy and consistency
- Communicate directly with investors for clarification when guidelines are unclear or contradictory
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's Take
What believers are saying
- Raised $25M growth equity to expand mortgage capital markets tech.
- Integrated with nCino Mortgage Suite for bi-directional pricing access.
- Partnered with HousingWire for real-time locked rate data transparency.
What critics are saying
- nCino embeds PPE, commoditizing Polly within 12-24 months.
- High rates suppress Loan Trading Exchange volume by 40-50% YoY.
- HousingWire broadcasts data, enabling competitors to undercut algorithms.
What makes Polly unique
- Polly operates industry's first cloud-native, scalable Product & Pricing Engine.
- Polly's Loan Trading Exchange connects buyers and sellers seamlessly.
- Lender Intelligence provides ML-driven competitor benchmarking dashboards.
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Benefits
Professional growth & upward mobility
Competitive salaries
100% paid medical/vision/dental/disability/life insurance
Unlimited PTO
Remote environment
Company News
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