Upgrade, Inc.
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The AML Team Lead will manage the Financial Crimes Investigations Team, oversee day-to-day operations, provide coaching and feedback to analysts, design training opportunities, assign cases, and enhance team processes. This role requires communication with management and collaboration with other departments to ensure quality and efficiency in AML investigations.
As an AML Team Lead, you will manage the Financial Crimes Investigations Team, overseeing daily operations, coaching analysts, facilitating training, assigning projects, and improving AML processes. You will serve as a liaison between the team and management, providing insights and solutions to enhance overall team performance. Your role includes fostering team cohesion and contributing to a culture of learning and professional growth.
The Email Specialist role involves providing exceptional customer service via email, answering inquiries through Zendesk, and adapting to changes in policies and procedures. The role requires strong communication skills, attention to detail, and the ability to multitask while meeting production and quality goals.
As an Account Manager, you will lead segment growth for Upgrade Flex Pay by managing relationships with merchants and partners, exceeding revenue targets, and identifying growth opportunities. You will work cross-functionally to ensure effective collaboration and develop strategic account plans while providing sales and operational support across retail verticals.
As a Product Designer on the New Initiatives team, you will work on mobile and responsive web experiences, creating flows, prototypes, and high-fidelity visuals while collaborating across product, marketing, and engineering. You will leverage data and user research to refine design decisions and contribute to the team's evolving design system.
The Commercial Counsel manages the lifecycle of contract negotiation for various agreements, collaborates with internal teams to ensure alignment with business objectives, and provides legal guidance while ensuring compliance with policies and regulations.
The Senior Manager, FP&A Credit will oversee loan portfolio valuations, developing financial models to assess credit risks and costs. They will collaborate with internal teams and external firms, analyze economic trends, and prepare reports for management and regulators. This role aims to improve valuation processes and ensure scalability.
As a Performance Marketing Manager at Upgrade, you'll oversee affiliate partnerships and manage marketing campaigns. You will work closely with internal teams to develop and optimize marketing strategies, requiring strong analytical skills and the ability to manage multiple projects in a fast-paced environment.
Manage warehouse facility operations for all Upgrade’s lending products, prepare borrowing base reports, support liquidity forecasting, ensure compliance with reporting obligations, and collaborate with internal teams for effective balance sheet management.
The Fraud Operations Specialist is responsible for handling incoming calls about suspicious activities related to accounts, conducting research to determine the need for escalations, documenting customer accounts, and collaborating with customer support teams for real-time verification.
The Vice President of Sales for Flex Pay will lead sales strategy and team management in the BNPL retail space, driving revenue growth, strategic partnerships, and market penetration. Collaboration with cross-functional teams and leveraging customer insights for product development are key responsibilities.
The Director of Model Risk Management will oversee the company's model risk management program, ensuring compliance and model reliability. Responsibilities include managing regulatory exams, conducting independent model validations, and writing validation reports. Additionally, this role involves monitoring model performance and ensuring timely remediation of model validation findings.
The Data Analyst II at Upgrade will analyze large data sets to support decision-making processes, identify trends, and enhance operational efficiency. Responsibilities include consulting with operations leaders, performing data analysis, creating visualizations using tools like Tableau, and maintaining high accuracy in data management.
The Chat Specialist provides excellent customer service via online chat, answering customer inquiries accurately and promptly. Responsibilities include handling chats, reviewing financial documents, and meeting customer service goals while adapting to changing policies and procedures.
As a Data Analyst I, you will analyze large data sets, develop business KPIs, and create Tableau dashboards to support decision-making processes. You'll partner with operational leaders, visualize insights, and contribute to performance improvements within the organization.
The Recovery Specialist is responsible for collecting payments on delinquent auto loan accounts, performing skip tracing, and adhering to collection laws and policies. The role requires effective communication with customers to resolve account issues, managing delinquency rates, and meeting production goals in a dynamic environment.
The Online Support Specialist will provide world-class customer service via online chat, focusing on customer satisfaction and accuracy while handling chats, reviewing financial documents, and adapting to policy changes. Responsibilities include meeting production and quality goals and working collaboratively with team members.
The Total Loss and Insurance Claim Representative manages and processes total loss and insurance claims for customers with auto loans, ensuring accuracy of documentation, coordinating with insurance companies, and providing excellent customer service throughout the claims process.
The Entry-Level Underwriter will assist customers with the loan application process by reviewing financial documents, verifying customer income, and making decisions on loans. The role involves providing excellent customer service and adapting to changing policies while maintaining quality.
The Dispute Specialist I will process Debit Card and ACH disputes, ensure compliance with regulations, manage customer inquiries, and produce reports to enhance operational efficiency in a fast-paced environment.