Resolve customer inquiries thoughtfully and efficiently across multiple channels (email, chat, phone), ensuring each interaction reflects empathy, clarity, and professionalism.
Triage and troubleshoot incoming requests to identify whether issues stem from user error, product defects, configuration, or training opportunities.
Collaborate cross-functionally with Engineering, Product, and Implementation teams to ensure accurate resolution and excellent customer experience.
Spot trends in customer issues and proactively surface insights to the broader team to drive product and process improvements.
Document solutions and contribute to internal and external knowledge resources to strengthen team learning and scalability.
Participate in team initiatives and continuously contribute to improving support workflows, customer satisfaction, and service efficiency.
Requirements
4+ years of experience in Customer Support, Technical Support, or Client Services—preferably within a SaaS or FinTech environment.
Technical aptitude with the ability to quickly learn and navigate tools like Google Workspace, Slack, Freshdesk, Salesforce Service Cloud, or JIRA.
Strong written and verbal communication skills—you can explain technical issues clearly and tactfully to non-technical audiences.
Empathy, diplomacy, and composure under pressure when working through challenging customer issues.
Passion for customer experience and a proactive mindset toward improving processes, not just following them.
Familiarity with mortgage industry processes (loan origination, pricing, eligibility, etc.) and related technologies (Encompass, Blend, Byte, Total Expert) — or a strong willingness to learn.
Benefits
Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
Comprehensive Health Coverage: Enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life.
Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.