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 new team members who are excited about providing world class customer service via phone, chat and email to join a team of just over 50 talented and passionate professionals. In this role, you will communicate with both internal and external customers so confidentiality is of the utmost importance.
What You’ll Do:
- Answer email from various departments via Zendesk
- Provide a great customer experience via email
- Handle all incoming faxes and process documents
- Handle manual processes for loan processes
- Be an expert on our product and processes
- Bring a flexible mindset – you will be required to adopt to changing policy and procedures on a constant basis while maintaining a high quality to your work
- Provide exceptional external and internal customer service
- Review financial documents submitted by borrower
- Verify and calculate customer income
- Detect suspicious and fraudulent loan applications
- Meet or Exceed production, quality, and customer service goals
- Punctual and consistent attendance is required. Must be available for overtime, holidays or weekend hours as needed
What We Look For:
- 1+ years experience in the banking, financial services, or a related industry
- Customer Service expertise
- Team player
- Detailed oriented
- Excellent verbal and written communication skills
- Ability to multitask
- Strong problem solving and analytical skills
- Ability to thrive in a changing and fast-paced environment
- Proficient with Excel, Word, and Outlook
- Knowledge of Slack or other communication tools
Nice to Have:
- BA/BS or higher in related would be a plus
- Knowledge of Zendesk or other CRM applications is a plus
- Previous chat experience a plus
What We Offer You:
- Great open office space
- Paid time off (PTO)
- 401K matching
- Comprehensive benefits package: Medical, dental, vision, life insurance & disability
- Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
- Paid parking or platinum pass
- New Hire Training Program
- Wellness Incentive Program
- Kitchen fully stocked with snacks and beverages
#LI-Onsite
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.
Top Skills
What the Team is Saying
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.
