Remote Investor Operations Lead

Summary

Join Polly, a hyper-growth SaaS company disrupting the mortgage industry, as an Investor Operations Audit Team Lead. You'll lead a team, build processes, manage relationships, and improve the investor journey.

Requirements

• 5+ years of relevant capital markets or mortgage experience
• 3+ years leading investor operations or adjacent teams
• Excellent relationship management, team leadership and development, project management, and communication skills
• Demonstrated ability to lead, collaborate and work effectively across internal teams and in a highly action oriented and collaborative organization
• Strong technical skillset; experience with a high growth firm
• History of establishing best practices and building teams
• A passion for customers and service delivery
• A hands-on approach and willingness to dive into the details and lead the team by example

Responsibilities

• 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

Benefits

• 100% paid medical/vision/dental/disability/life insurance
• Flexible vacation
• Remote environment