Director/Head of Investor Operations
| Company | Polly |
|---|---|
| Location | San Francisco, CA, USA, Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
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
Preferred Qualifications
-
No preferred qualifications provided.