Investor Operations Specialist

🇺🇸 United States - Remote
⚖️ Finance & Legal🔵 Mid-level

Job description

Who you are:

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:

  • 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 a 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

Why join Polly?

  • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates
  • We have an experienced leadership team that previously built large and impactful platforms
  • Outstanding opportunity for professional growth and upward mobility
  • Direct engagement with the decision makers and senior business leaders
  • Competitive salaries
  • 100% paid medical/vision/dental/disability/life insurance for full time employees
  • Flexible vacation
  • Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas

Let’s get to know each other.

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.

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 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 [email protected]. We care deeply about this network and your experience.

Share this job:
Please let Polly know you found this job on Remote First Jobs 🙏

Benefits of using Remote First Jobs

Discover Hidden Jobs

Unique jobs you won't find on other job boards.

Advanced Filters

Filter by category, benefits, seniority, and more.

Priority Job Alerts

Get timely alerts for new job openings every day.

Manage Your Job Hunt

Save jobs you like and keep a simple list of your applications.

Search remote, work from home, 100% online jobs

We help you connect with top remote-first companies.

Search jobs

Hiring remote talent? Post a job

Frequently Asked Questions

What makes Remote First Jobs different from other job boards?

Unlike other job boards that only show jobs from companies that pay to post, we actively scan over 20,000 companies to find remote positions. This means you get access to thousands more jobs, including ones from companies that don't typically post on traditional job boards. Our platform is dedicated to fully remote positions, focusing on companies that have adopted remote work as their standard practice.

How often are new jobs added?

New jobs are constantly being added as our system checks company websites every day. We process thousands of jobs daily to ensure you have access to the most up-to-date remote job listings. Our algorithms scan over 20,000 different sources daily, adding jobs to the board the moment they appear.

Can I trust the job listings on Remote First Jobs?

Yes! We verify all job listings and companies to ensure they're legitimate. Our system automatically filters out spam, junk, and fake jobs to ensure you only see real remote opportunities.

Can I suggest companies to be added to your search?

Yes! We're always looking to expand our listings and appreciate suggestions from our community. If you know of companies offering remote positions that should be included in our search, please let us know. We actively work to increase our coverage of remote job opportunities.

How do I apply for jobs?

When you find a job you're interested in, simply click the 'Apply Now' button on the job listing. This will take you directly to the company's application page. We kindly ask you to mention that you found the position through Remote First Jobs when applying, as it helps us grow and improve our service 🙏

Apply