Investor Operations Specialist jobs in United States
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Polly · 5 months ago

Investor Operations Specialist

positionSan Francisco, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date5+ years exp

Polly is a pioneering company in mortgage capital markets technology, seeking an Investor Operations Specialist to join their collaborative team. The role involves reviewing investor communications, updating guidelines, and troubleshooting customer support tickets to enhance the customer experience.

Big DataComputerEnterprise SoftwareFinancial ServicesFinTech
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Growth Opportunities

Responsibilities

Daily review of emails that come into the team from the investors that have any guideline eligibility &/or ratesheet LLPA changes that need to be updated in Polly
Daily review of internal comparison emails for LLPA changes that will need to be input into Polly
Daily input of Spec Payup LLPAs for existing Investors
Add any new products for existing Investors as they are announced. Notifications can be same day or in sent over in advance
Troubleshoot Customer Support Tickets when escalated to the Content Team, which can include a full audit existing investors for content accuracy (eligibility &/or LLPAs)

Qualification

Underwriting experienceExcel proficiencyCustomer supportInvestor guidelines interpretationEmpathyDiplomacyCommunicationAttention to detail

Required

5+ years of underwriting 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
Ability to communicate technical problems in an elegant and tactful way
Strong communication and writing ability
Empathy, diplomacy, tact, and poise under pressure when working through customer issues
An understanding of and ability to interpret investor guidelines and ratesheets

Benefits

100% paid medical/vision/dental/disability/life insurance for full time employees
Flexible vacation

Company

Polly

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Polly is a revolutionary, end-to-end capital markets ecosystem that lenders trust to optimize performance and maximize profitability.
dateFounded in 2019
location
San Francisco, California, USA
people-size51-200 employees
web-link
https://www.polly.io

Funding

Current Stage
Growth Stage
Total Funding
$77M
Key Investors
8VCMenlo Ventures
2024-09-10Series Unknown· $25M
2022-01-26Series B· $37M
2021-03-25Series A· $15M

Leadership Team

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Parvesh Sahi
Advisory Board Member
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Recent News

MenloVentures
MenloVentures Portfolio
2025-12-31
HousingWire.com
Movement Mortgage completes tech overhaul, rolls out new LOS
2025-10-18
GlobalFinTechSeries
Polly Further Advances its Unrivaled LO Experience with Full Mobile Capabilities and AI-powered Automation
2025-05-17
Company data provided by crunchbase