Upgrade
Financial Services
UnderwritingSalesSupportAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Underwriting Sales Support Analyst at Upgrade. Skills: Managing merchant-related requests, Application processing, Merchant communication, Document verification. Managing all merchant-related requests received from the Underwriting team. Initiating contact with merchants to gather essential documentation required for application reviews”
What You'll Achieve.
Timely and accurate processing and decisioning of applications; Ensure a positive and seamless experience during each merchant interaction
Industry & Context.
Troubleshoot issues with minimal guidance
What They're Looking For.
Must Have
Proven ability to prioritize and manage multiple deadlines in a fast-paced environment, written and verbal communication skills are necessary for interacting with various parties involved in the application process, organizational skills and attention to detail, High level of professionalism and a work ethic, Team-oriented with a proactive approach to assisting colleagues, Self-motivated and adaptable, with a ability to learn new processes independently and troubleshoot issues with minimal guidance, Cross-trained in multiple functions and adaptable to shifting priorities
Nice to Have
High school diploma or Bachelor's degree preferred, Proficiency in Microsoft Office Suite and internet-based applications, Skilled in handling file transfers and interpreting various file formats
What You'll Do.
Managing all merchant-related requests received from the Underwriting team
Initiating contact with merchants to gather essential documentation required for application reviews
Verifying details such as email addresses
Participating in joint calls with merchants and banking partners to verify bank account information
Reviewing and verifying submitted documents in accordance with established guidelines
Providing exceptional customer service by addressing and resolving inquiries promptly and professionally
Ensuring a positive and seamless experience during each merchant interaction
Assisting merchants throughout the onboarding process
including verifying email addresses
and responsible party details
Responding to merchant inquiries via phone and email with professionalism and clear communication
How You'll Work.
Team & Collaboration
Collaborate closely with the Sales and Underwriting teams to process applications efficiently and accurately; Proactive approach to assisting colleagues
Communication Scope
Written communication skills; Verbal communication skills; Professional communication; Clear communication
Full Job Description
Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B. We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people. About the Role: The Underwriting Sales Support Analyst is responsible for managing all merchant-related requests received from the Underwriting team to ensure the timely and accurate processing and decisioning of applications. This role involves proactively initiating contact with merchants to gather essential documentation required for application reviews, verifying details such as email addresses—particularly when fraud concerns are identified on credit reports—and participating in joint calls with merchants and banking partners to verify bank account information as part of the onboarding and verification process. What You’ll Do: Initiate contact with merchants to collect required documentation for application review. Verifying email address, especially when fraud concerns are identified on credit reports Participate in joint calls with merchants and banks to verify bank account information as part of the onboarding and verification
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