Investor Operations Specialist

Investor Operations Specialist

San Francisco, CA / Dallas, TX

You have 5+ years of underwriting 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 experience. Does this sound like you? If so, keep reading and apply today!

What You'll Do :

• 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. Notifications can be same day or in sent over in advance
• 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)

What You Have :

Why Join Polly?

Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly / AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria : Employer Reputation, Employee Satisfaction, and Company Growth.

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 the Polly brand or our 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@polly.io