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Polly · 2 weeks ago

Investor Operations Specialist

United States

Full-time

Remote

Senior Level

5+ years exp

Polly is a pioneering company in mortgage capital markets technology, seeking an Investor Operations Specialist to join their team. The role involves reviewing investor communications, maintaining pricing rules, and troubleshooting customer support tickets to enhance the customer experience in a fast-paced SaaS environment.

Big DataComputerEnterprise SoftwareFinancial ServicesFinTech

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

Monitor investor communications for guideline and matrix updates

Interpret guideline changes and determine pricing/eligibility impact

Update and maintain rules within the pricing engine

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

Investor relations experienceMortgage guidelines knowledgePricing engines experienceTechnical orientationExcel proficiencyCustomer support passionEmpathyDiplomacyCommunication skillsAttention to detail