Full-Time

Account Servicing Specialist

Posted on 4/12/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides personal loans and cashback credit cards

Data & Analytics
Financial Services

Compensation Overview

$21Hourly

+ Paid Time Off + 401K Matching + New Hire Training Program + Wellness Incentive Program

Entry, Junior, Mid

Phoenix, AZ, USA

Required Skills
Communications
Customer Service
Requirements
  • 2+ years of customer service experience
  • 1+ years of experience in loan servicing and/or payment processing
  • High School Diploma or equivalent required, Bachelor's or Associate's degree preferred
  • Working knowledge and experience with FDCPA and FCRA regulations
  • Excellent written and verbal communication
  • Strong analytical and problem solving skills
  • Demonstrated ability to multi-task and work in a fast-paced environment
  • Flexibility and ability to adapt to business needs
  • Capability of gaining customer loyalty through listening, relationship building, professionalism, and persuasive communication skills
  • Proficient in Microsoft Cloud based products and Google Workplace
Responsibilities
  • Interact with customers to answer questions, provide assistance, and process requests by phone and email
  • Answer incoming customer calls regarding billing issues, service questions and general concerns
  • Provide thorough and accurate documentation to customer accounts across our communication channels
  • Identify areas of opportunity for optimizing results and improve customer satisfaction
  • Contribute to the improvement of training and development on a daily basis
  • Service accounts by investigating problems and finding resolutions to help overcome customer objections about payments while working towards solutions that best fit their needs
  • Create a positive customer experience
  • Maintain superior quality assurance results
  • Come to work with a positive outlook contributing to Upgrade’s already enjoyable environment

Upgrade, Inc. provides personal financial services such as loans, credit cards, and a rewards checking account, ensuring accessibility and efficiency in personal finance management. Praised for its rapid growth, the company was named the fastest growing credit card in America by the Nilson Report for two years running. This recognition underscores the company's commitment to technological advancement and customer satisfaction, making it a great place for those who value innovation and industry leadership in the fintech sector.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

22%

1 year growth

41%

2 year growth

101%
INACTIVE