Credit Operations Specialist II / Loan Processor II
Come drive the transformation of financial services, solve big problems and make a meaningful
difference in people’s lives. Join the Upgrade team, the same team that built Lending Club and is
now set to innovate again. Upgrade is combining a marketplace lending approach with credit
monitoring and credit education features designed to be even more helpful to more people. The
company is still at an early stage; this is your opportunity to join early and have a significant impact.
Come join a team of just over 50 talented and passionate fintech engineers, product, credit, finance,
legal, compliance, operations and marketing professionals. We are looking for new team members
who get excited about constantly learning, and always seeking to design and implement new and
better solutions.
Responsibilities:
Maintain high quality while processing large numbers of loan applications (40 per day)
Provide excellent customer service to inbound and outbound calls
30-50% of the time will be on the phone
Be an expert on our product and processes
Bring a flexible mindset – you will be required to adopt to changing policy and procedures on a
constant basis while maintaining a high quality to your work
Review financial documents submitted by borrower
Verify and calculate customer income
Detect suspicious and fraudulent loan applications
Meet or Exceed production, quality, and customer service goals
Skills:
1+ years experience in the banking, financial services, or related industry
BA/BS or higher
Team player
Detailed oriented
Excellent verbal and written communication skills
Ability to multi-task
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficient with Excel, Word, and Outlook
Knowledge of Zendesk or other CRM applications is a plus
Benefits / Perks:
Competitive salary - $40K to $43K
Monthly bonuses - targeted 5%
Paid time off
Open office and convenient location
Comprehensive benefits package: Medical, dental, & vision
Kitchen stocked with beverages, snacks & treats
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
2 N Central Ave, 10th Floor Phoenix, AZ 85004
Location: Phoenix, AZ
Employment Type: Full-Time
Salary: $39,000 - $43000 /per year
Skill Level: Associate
Category: Accounting & Finance