What are the responsibilities and job description for the Investor Operations Lead position at PollyEx?
Who you are :
You have 8 years of a mix of Customer, operations, and capital markets experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer and investor experience.
Does this sound like you? If so, keep reading and apply today!
What you'll do :
- Lead Polly's investor operations audit team to both coach and develop the team and build efficient and scalable processes.
- Manage & build exceptional customer, investor relationships, and internal relationships.
- Direct and oversee all aspects of the investor customer audit process, instilling a culture of quality, excellence, and clear line of sight to organizational opportunities.
- Partner cross functionally with Quality, Product, and Support teams to both manage investor relationships, highlight future opportunities, and solve for real-time issues.
- Continuously improve the end-to-end investor journey by building processes and systems that empower the team to work efficiently and effectively.
- Proactively manage and analyze customer feedback that translates into actions that improve and enhance the experience internally and externally.
- Maintain efficiency in our staffing models and proactively manage for future needs.
- Act as the voice of the customers and advocate for their needs.
What you have :
Why join Polly?
Let's get to know each other.
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly's revolutionary Product and Pricing Engine (PPE) , Loan Trading Exchange , and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.
To learn more, follow Polly on LinkedIn or visit www.polly.io . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating Polly brand or employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at peopleteam@pollyex.com . We care deeply about this network and your experience.
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