Polly

Investor Operations Specialist

Polly

full-time

Posted on:

Location: California • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • You have 5+ years of underwriting experience and will impact customer experience at a mortgage capital markets SaaS
  • Daily review of emails from investors for guideline eligibility and ratesheet LLPA changes
  • Daily review of internal comparison emails for LLPA changes
  • Daily input of Spec Payup LLPAs for existing investors
  • Add new products for existing investors as announced
  • Troubleshoot escalated customer support tickets and audit existing investors for content accuracy (eligibility and/or LLPAs)

Requirements

  • 5+ years of underwriting experience
  • 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
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