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Full-Time

Complaint Specialist

Posted on 6/18/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Fintech
Consumer Goods

Mid

Phoenix, AZ, USA

Category
Customer Experience
Customer Support
Customer Success & Support
Required Skills
Communications
Requirements
  • 1+ year of applicable experience in a compliance, quality assurance, or quality control-related role
  • Ability to effectively prioritize multiple responsibilities and schedule requirements to meet deadlines
  • Ability to work independently but a team player who can effectively collaborate across multiple groups
  • Adaptable and flexible to changes in business needs as it relates to the role and daily responsibilities
  • Collaborative and non-confrontational – a team member with a positive attitude
  • Excellent written and verbal communication style that promotes growth and partnership
  • Experience in banking and financial services preferred
  • Experience interpreting rules and guidelines for appropriate decision making
  • Experience in a role requiring research and writing, such as with case management and written communication with various audiences
  • Highly adaptable to an ever-changing environment
  • Proficient in Microsoft, Google Suite, data mining tools, and/or statistics with the aptitude to learn new programs
  • Proven track record of meeting and exceeding expectation
  • Research skills with a strong sense of accountability and ownership
  • Self-starter with the ability to thrive with minimal supervision
  • Strong attention to detail
Responsibilities
  • Be FAST to complete an investigation of documented customer complaints and document root cause and resolution details
  • Complete targeted reviews of key behaviors leveraging system artificial intelligence (AI) interaction highlights to provide insight to Service Center partners
  • Gather and present performance remediation proposals to solve identified trends or opportunities to IMPROVE the customer experience
  • Provide insightful feedback to HELP Service Center Leaders and team members
  • Maintain confidentiality of key business messages and other sensitive work-specific information
  • Manage assigned work queues ensuring timely execution with a high degree of quality
  • OWN assigned workload to ensure all reviews are thoroughly conducted and appropriately resolved or escalated for appropriate service recovery
  • Participate in frequent interdepartmental and peer collaboration, including calibration meetings
  • Stay abreast of procedure updates and changes to evaluate team member performance on reviewed interactions effectively
  • Other duties as assigned

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. Unlike many competitors, Upgrade focuses on affordability and user-friendly features, making credit more accessible. The company's goal is to promote responsible financial behavior and support long-term financial health for its customers.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

23%

1 year growth

32%

2 year growth

53%
Simplify Jobs

Simplify's Take

What believers are saying

  • Upgrade's rapid growth and expansion into new markets, such as auto loans and home improvement financing, indicate strong business momentum and opportunities for career advancement.
  • The launch of the Secured OneCard opens up new customer segments, providing a pathway for individuals with little or no credit history to build their credit responsibly.
  • The company's significant investment in new office space in Irvine, California, reflects its commitment to scaling operations and expanding its workforce.

What critics are saying

  • The crowded fintech market means Upgrade must continuously innovate to maintain its competitive edge and customer base.
  • Expansion into new product lines, such as auto loans, carries the risk of operational challenges and potential regulatory scrutiny.

What makes Upgrade unique

  • Upgrade offers a unique combination of personal loans, credit cards, and rewards checking accounts, providing a comprehensive suite of financial products that cater to various consumer needs.
  • Their focus on affordability and flexibility, such as no prepayment penalties on loans and competitive cash back rewards, sets them apart from traditional financial institutions.
  • The partnership with FairPlay to incorporate Fairness-as-a-Service solutions enhances their commitment to fair lending practices, distinguishing them in the fintech space.

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