Operations Policy and Procedure Analyst

Sorry, this job was removed at 04:13 p.m. (CST) on Wednesday, May 07, 2025
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Phoenix, AZ
Hybrid
Automotive • Fintech • Hardware • Payments • Travel • Financial Services
The Role

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 $33 billion in affordable and responsible credit to our 5.5M 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 1850 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 team in Atlanta. This person will own the research, writing, and editing of professional quality process and job guide documentation that establishes standard procedures across our operational teams in a financial services environment.

What You'll Do:

  • 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 environment
  • Own and audit the internal knowledge base responsible for equipping our teams with program knowledge, procedures, and reference guides
  • 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 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 an experienced individual contributor on the Home Improvement operations 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
  • Bachelor's degree required
  • Formal writing or technical procedural writing experience required
  • Exceptional verbal and written communication skills
  • Financial services regulatory and compliance knowledge
  • Experience in a startup, fintech, or fin-serv call center environment
  • 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
  • Experience using Atlassian tools and platforms, including Confluence and Jira
  • 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 moments notice
  • Ability to complete a high volume of tasks and projects with little or no guidance on time management and work organization
  • Ability to maintain a high level of integrity


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

#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.

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The Company
HQ: San Francisco, CA
1,950 Employees
Year Founded: 2017

What We Do

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our innovative technology, rapid growth, and inclusive culture. Most recently, we were named one of the World’s Best Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, Best Places to Work in Fintech by American Banker, Best Employer by Forbes, and America’s Greatest Workplaces by Newsweek. Our technology and products have also earned us spots on the World's Top 250 Fintech Companies by CNBC, Deloitte Technology Fast 500, and Fintech Breakthrough Awards.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

Why Work With Us

We’re consistently recognized for our innovative technology, rapid growth, and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, Best Startup Employer by Forbes, and America’s Greatest Workplaces by Newsweek.

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