Responsible credit solutions for everyday consumers
Upgrade is a fintech company headquartered in the Financial District of San Francisco, CA, specializing in responsible credit solutions for mainstream consumers. With over 1,001 employees, Upgrade offers personal loans and credit cards featuring a fixed installment structure, ensuring borrowers pay ...
Upgrade provides a stock option plan, 100% paid medical, dental, and vision insurance, flexible PTO, paid parental leave, and health & wellness initia...
Upgrade's unique culture centers around promoting responsible borrowing by encouraging customers to pay down their debt through fixed payments. This c...
Upgrade • Phoenix
Upgrade is seeking a Customer Service Representative to assist customers with the loan application process. You'll be responsible for reviewing financial documents and providing support over the phone. This role is ideal for detail-oriented individuals looking to make a positive impact on customers' financial well-being.
You are a detail-oriented individual who thrives in a customer-focused environment. You have excellent communication skills and enjoy helping others navigate complex processes. Your ability to empathize with customers and provide clear guidance is essential in this role. You are comfortable working in a fast-paced setting and can manage multiple tasks efficiently. You understand the importance of financial well-being and are motivated to assist customers in achieving their goals. You are eager to learn and grow within a collaborative team that values inclusivity and support.
As a Customer Service Representative at Upgrade, you will assist customers over the phone with the loan application process from start to finish. This includes reviewing financial documents and identifying necessary information to facilitate the application. You will gather additional documents and follow up with applicants to verify their financial information, ensuring a smooth and efficient process. Your role will involve answering questions and providing guidance to applicants, helping them understand their options and the steps they need to take. You will work closely with your team to ensure that all customer interactions are handled with care and professionalism, contributing to the overall mission of improving financial well-being for our customers.
At Upgrade, we pride ourselves on our collaborative and inclusive culture. We offer a supportive work environment where you can grow your skills and advance your career. You will be part of a team that is dedicated to making a positive impact on the lives of millions of customers. We provide comprehensive training to ensure you are well-equipped to succeed in your role. Additionally, we recognize and reward hard work and dedication, offering opportunities for career advancement within the company. Join us in building a better financial future for our customers and be part of a company that values your contributions.
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