Investor Operations Specialist
PollyDallas, Texas, United States • San Francisco, California, United States
Posted September 2, 2025
Full Time
About the Company
Polly is a mortgage technology leader offering cutting-edge solutions including cloud-native PPE engine and AI platform. These tools empower financial institutions to automate workflows, enhance profitability, and revolutionize loan officer experiences. Polly's innovative approach, driven by data and analytics, sets it apart in the industry with best-in-class flexibility, scalability, and configurability.
Job Description
Polly is seeking a Dynamic Investor Operations Specialist to join a rapidly growing SaaS company. The role involves managing IR financing, creating documentation and communication for investors, troubleshooting customer support tickets, and providing technical guidance to content teams. This position offers a chance to impact a large and transformative market with a direct impact on customer experience.
Requirements
- Technical aptitude with Excel and systems
- High attention to detail and accuracy
- Strong communication and writing ability
- Understanding of investor guidelines and ratesheets
- Ability to interpret investor guidelines and ratesheets
Benefits
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Flexible vacation
- Hybrid environment
