Policy & Procedure Analyst

Posted 5 Days Ago
Easy Apply
Phoenix, AZ
Hybrid
1-3 Years Experience
Fintech • Payments • Travel • Financial Services
The Role
The Policy & Procedure Analyst will lead the research, writing, and editing of process and job guide documentation for operational teams in a financial services contact center. They will advise leadership on process optimization, act as a subject matter expert, and communicate with department leadership to identify areas for improvement.
Summary Generated by Built In

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $31 billion in affordable and responsible credit to our 5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.

We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1600 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.


About the Role:

We are looking for a Policy & Procedure Analyst to join our Process Management team in our Phoenix call center. This person will own the research, writing, and editing or professional quality process and job guide documentation that establishes standard procedures across our operational teams in a financial services contact center environment.


What You'll Do:

  • Understand and operate within existing change management requirements, often in varying time constraints and levels of details.
  • Demonstrate the ability to execute the translation of high-level conceptual information and ideas to written material that is thorough and thoughtful for the intended audience
  • Operate within and actively contribute to a growing and structuring program with a senior mentality towards resolutions, improvements, and increasing structure to the program appropriately over time. 
  • Serve as a subject matter expert on operational procedure and processes, advising leadership through sound decision-making on process optimization or areas of risk.
  • Serve as a senior individual contributor on the operations policy and procedure team, leading by example, displaying a high level of ownership, and mentoring others.
  • Interact and proactively communicate with varying levels of department and operations leadership to ascertain areas of need or improvement in the program


What We Look For:

  • 2+ Years of experience directly related to procedural documentation and content creation
  • Formal writing or technical procedural writing experience required
  • Exceptional verbal and written communication skills
  • Bachelor's degree required
  • Financial services regulatory and compliance knowledge required
  • Experience in a startup, fintech, or fin-serv call center environment required
  • Sense of ownership and responsibility towards troubleshooting issues and solutions with a self-motivation to accept and complete tasks
  • Highly organized individual with the ability to effectively balance a high volume of tasks of varying degrees of complexity, urgencies, and topics
  • Expert proficiency with Google Suite and Microsoft Office
  • Ability to thrive in an intense, do-it-yourself, start-up environment that has a fast pace and continuous change with ease and comfort
  • Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround; and ability to switch gears at a moment’s notice
  • Ability to complete a high volume of tasks and projects with little or no guidance on time management and work organization
  • Able to maintain a high level of integrity and discretion in handling confidential information


What We Offer You:

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives

The starting pay for this position in Phoenix, Arizona is USD $70,000 annually and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.

#BI-Hybrid   #LI-Hybrid

For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

What the Team is Saying

Vicky Choy
Seti Momayez
Nelson Lobo
The Company
HQ: San Francisco, CA
1,515 Employees
Hybrid Workplace
Year Founded: 2017

What We Do

At Upgrade, we like to tackle big problems and create innovative products that make a meaningful difference in people's lives. We don't have all the answers but we always help each other, look for ways to improve, move fast, and act as owners to make credit more affordable for millions of families across America.

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Upgrade, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 2 days a week
HQSan Francisco, CA

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