Investor Ops Analyst

<p><strong><img style="display: block; margin-left: auto; margin-right: auto; max-width: 100%;" src="https://cdn.builtinsf.com/profiles/builtin/modules/bix_metatags_custom/assets/bpw-2021-san_francisco.png" width="660"></strong></p> <p>&nbsp;</p> <p><strong>SUMMARY:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Facilitate the process of selling assets to Point investors</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Play a key role in fund tracking and reporting&nbsp;</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Assist in supporting the sales team, underwriting team, and management to meet the company’s monthly funding goals and exception approval</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Help onboard new investors, expand existing relationships and work cross-functionally within the organization to improve current procedures</span><span style="font-weight: 400;">&nbsp;</span></li> </ul> <p>&nbsp;</p> <p><strong>ESSENTIAL DUTIES AND RESPONSIBILITIES:&nbsp;</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Generate weekly reports (Sale Notices, Diligence Reports, Bill of Sale)</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Provide initial approvals for investor exceptions but defer to a senior team member for final approval</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Assistant in monthly reporting</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Work with senior team members to create product specs&nbsp;</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Complete simple data requests and simple data analysis</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Monitor investor fundings and cash balances to make sure investors fund accounts</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Understand the different eligibility criteria and operations between investors</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Assist in preparing for investor operations meetings</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Assist in QA/QC/Field Exams</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Learn the basics of underwriting/customers calls and general ops at Point</span></li> </ul> <p>&nbsp;</p> <p><strong>EDUCATION &amp; EXPERIENCE:</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">1-3 years of finance or real-estate finance experience</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Outward facing experience (ie sales or investor relations)</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Experience with large data sets&nbsp;</span></li> </ul> <p>&nbsp;</p> <p><strong>SKILLS</strong><em><span style="font-weight: 400;">&nbsp;</span></em></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Excel proficiency</span></li> <li style="font-weight: 400;">General real estate or finance understanding</li> <li style="font-weight: 400;"><span style="font-weight: 400;">Proficient data organization skills</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">SQL or Snowflake experience - nice to have</span></li> </ul> <p><strong>COMPETENCIES</strong></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Motivation/Self Drive</span></li> </ul> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Eager to learn</span></li> </ul> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Team Oriented</span></li> </ul> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Responsive</span></li> </ul> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">Personable</span></li> </ul> <p><strong>ABOUT US</strong></p> <p><em><span style="font-weight: 400;">Our Product</span></em></p> <p style="text-align: center;"><span style="font-weight: 400;">“Point provides the opportunity to stabilize your financial situation without adding costly monthly payments.” - Homeowner in Burlingame, CA</span></p> <p><span style="font-weight: 400;">Here at Point, we’re helping homeowners unlock the equity in their homes without taking on further debt. With an investment from Point, homeowners can de-leverage and diversify their wealth, freeing them up to invest in their business, renovate and maintain their home, eliminate debt, and tackle all of life’s expenses from college tuition to medical bills. Our equity investment product is an advantageous alternative for homeowners and investors alike. When partnering with Point, investors now have access to a brand new asset class - homeowner-occupied residential real estate. Point is the first fintech product that is truly aligned with consumers’ interests - when the homeowner does well, Point and its investors do well.</span></p> <p><em><span style="font-weight: 400;">Our Team</span></em></p> <p><span style="font-weight: 400;">People first</span></p> <p><span style="font-weight: 400;">As a consumer fintech company, we embed integrity, transparency, and trust into everything we do at Point, including how we work. Whether you’re a homeowner, investor, employee, or candidate, it’s people who power our business. We keep the human experience top of mind.</span></p> <p><span style="font-weight: 400;">Experts at work</span></p> <p><span style="font-weight: 400;">We’re on a mission to help the 23 million equity-rich, but cash-constrained Americans tap into their home’s wealth. To do so, we have experience and expertise in all areas of the business, especially at the helm. Point’s leadership have previously founded TrialPay (acquired by Visa), Yub (acquired by Coupons.com), Metails (acquired by Buy.com), SiteAdvisor (acquired by McAfee), Affirm, SendGrid (acquired by Twilio), and TXN (acquired by Envestnet).</span></p> <p><span style="font-weight: 400;">Championed by the best</span></p> <p><span style="font-weight: 400;">In 2019, Point closed a $22M Series B led by Andreessen Horowitz (a16z), Prudential Financial, and DAG Ventures. We’ve received funding from Ribbit Capital, Greylock, SV Angel, and Bloomberg Beta as well.</span></p> <p><strong>PERKS AT POINT</strong></p> <p><em data-stringify-type="italic">Health Insurance</em><br>Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental (Delta Dental) and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums.</p> <p><em data-stringify-type="italic">Generous Vacation</em><br>Take time for yourself and your family when you want - Point has an unlimited vacation policy.&nbsp;</p> <p><em data-stringify-type="italic">Continued Learning</em><br>We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys.</p> <p><em data-stringify-type="italic">Family Friendly</em><br>Point will top off California PFL earnings to full salary for up to eight weeks, as well as two weeks of fully paid leave to be available after exhaustion of CA PFL. An employee can take reasonable vacation time in addition to the California PFL leave. For employees outside CA, Point will top of PFL earnings in accordance with the state applicable leave laws.&nbsp;</p> <p><em data-stringify-type="italic">Work From Home Stipends</em><br>With employees working remotely, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.</p>