Upgrade
Financial Services
UnderwritingSalesSupportAnalyst
“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
Applying for this Underwriting Sales Support Analyst role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
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