Mortgage Pricing Specialist
4 days ago
About the Role:
We are seeking a highly motivated Mortgage Pricing Specialist to join our team at Polly. As a key member of our team, you will be responsible for proactively cross-selling and upselling products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
Key Responsibilities:
- Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
- Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
- Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams.
- Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts.
- Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth.
Requirements:
- At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position.
- Understanding of mortgage is strongly preferred.
- Past experience in Enterprise Saas sales.
- Excellent written and verbal communication skills.
- Strong interest in learning about Fintech.
About Polly:
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly's revolutionary Product and Pricing Engine (PPE), Loan Trading Exchange, and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably.
Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.
We value drive for excellence, independent thinking, teamwork, and curiosity. We offer a competitive salary, 100% paid medical/vision/dental/disability/life insurance, unlimited PTO, and a hybrid environment with 3x weekly in an innovation center in San Francisco or Dallas.
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