Jobs in America

New Accounts Specialist I

1 Year

This position is based in Arizona, but the company is open to considering applicants from outside the area who possess the necessary skills. This job necessitates that you have at least 12 months of work experience in the same field. The New Accounts Specialist I job opportunity was announced on February 21, 2024, and it will expire on May 21, 2024. The employer's non-disclosure of salary means that you can negotiate your salary based on your potential and future performance. Have you considered whether full time work is a good fit for your current financial needs and goals?

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 $25 billion in affordable and responsible credit to our 2.7M 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: Our Verifications team is hiring for Entry Level Underwriters. We are looking for detailed oriented individuals to assist our customers with the loan application process. Our Entry Level Underwriters are responsible for the accurate review, processing and decisioning of applicant loans. In this position, you would spend your day reviewing financial and identifying documents, assisting applicants over the phone, gather additional documents and following up with applicants to verify financial information to decision the loan application. This is a dynamic role partnering with our customers to provide a best in class experience.

Pay: $24.00 per hour

Hiring Shift: Saturday -Tuesday - 6am - 5pm
WhatYou'll Do:
  • Maintain high quality while processing large numbers of personal consumer loan applications
  • Provide excellent customer service to inbound and outbound calls
  • Answer customer service request via an internal communication system
  • Be an expert on our product and processes
  • Adapt to changing policy and procedures on a constant basis while maintaining high quality to your work
  • Review financial documents submitted by the borrower
  • Verify and calculate customer income
  • Detect suspicious and fraudulent loan applications
  • Meet and/or exceed production, quality, and customer service goals

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What We Look For:

  • 1+ years of experience in banking, financial services and/or related industry
  • Previous contact center experience
  • College degree preferred
  • Ability to calculate financial information accurately
  • Strong problem solving and analytical skills
  • High level of integrity
  • Team oriented mindset
  • Ability to thrive in a changing and fast-paced environment
  • Excellent verbal and written communication skills
  • Detail oriented
  • Proficient with Google Workspace: Gmail, Sheets, Docs

Nice to Have:

  • Knowledge of Zendesk or other CRM applications is 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

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.

The job posting provides valuable information about the company's expectations and performance metrics - use this information to evaluate if it's a good fit for you. If you are confident in your ability to meet the expectations of this job, we encourage you to apply. The key to a successful job application is taking the time to ensure that your work is accurate and free of errors. We want to make sure that you are a good fit for this job, so please take the time to carefully evaluate before submitting an application. Nonetheless, if this job vacancy doesn't meet your needs, offers several other options to consider.