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Full-Time

Senior Documentation Specialist

Posted on 4/1/2024

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Fintech
Consumer Goods

Compensation Overview

$70kAnnually

+ Stock Option Plan

Junior, Mid, Senior

Phoenix, AZ, USA

Hybrid position requiring in-office presence in Phoenix.

Category
Operations Consulting
Consulting
Required Skills
React.js
Requirements
  • 2+ Years of experience directly related to procedural documentation and content creation
  • Formal writing or technical procedural writing experience required
  • Bachelor's degree required
  • Financial services regulatory and compliance knowledge required
  • Experience in a startup, fintech, or fin-serv call center environment required
  • Sense of ownership and responsibility towards troubleshooting issues and solutions with self-motivation to accept and complete tasks
  • Highly organized individual with the ability to balance a high volume of tasks
  • Expert proficiency with Google Suite and Microsoft Office
  • Ability to thrive in a fast-paced startup environment
  • Ability to react with appropriate levels of urgency to situations and events
  • Ability to complete tasks and projects with little or no guidance
  • Maintain a high level of integrity and discretion in handling confidential information
Responsibilities
  • Understand and operate within existing change management requirements
  • Translate high-level conceptual information to written material
  • Contribute to program growth and structuring
  • Serve as a subject matter expert on operational procedures
  • Lead by example and mentor others
  • Communicate with department and operations leadership

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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