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Entry-level Underwriting - Consumer Loans (Sf)
Posted on 3/28/2022
San Francisco, CA, USA
Experience Level
Desired Skills
Customer Service
  • 1+ years experience in a banking, financial services or related industry
  • Previous contact center experience
  • College degree preferred
  • Ability to calculate financial information and strong problem solving and analytical skills
  • High level of integrity
  • Team player
  • Ability to thrive in a changing and fast-paced environment
  • Excellent verbal and written communication skills
  • Detailed oriented
  • Proficient with Excel and Word
  • 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
  • Bring a flexible mindset - you will be required to adapt to changing policy and procedures on a constant basis while maintaining high-quality work
  • Review financial documents submitted by the borrower
  • Verify and calculate customer income
  • Detect suspicious and fraudulent loan applications
  • Meet or Exceed production, quality, and customer service goals
Desired Qualifications
  • Knowledge of CRM applications and LexisNexis is a plus

201-500 employees

Personal loans, cards and rewards checking
Company Overview
Upgrade's goal is to offer their users more value and a better experience than they receive from their traditional bank.
Company Values
  • Create - Drive innovation, try something new, build great products and deliver amazing experiences to our customers.
  • Learn - Join a diverse work environment that promotes constant learning, testing and discovery together.
  • Impact - Make a difference in the lives of millions of people by empowering them with knowledge and access to affordable credit.