Customer Service Advisor, Card Payment - Start Date 8/31/26

Upgrade

PhoenixAccount Servicing

Posted 1 weeks ago · via Greenhouse

Job Description

<div class="content-intro"><p><span style="color: rgb(58, 59, 65);"><em><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">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.</span></em></span></p> <p><span style="color: rgb(58, 59, 65);"><em><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">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.&nbsp;</span></em></span></p> <p><span style="color: rgb(58, 59, 65);"><em><span style="font-size: 10pt; font-family: helvetica, arial, sans-serif;">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.</span></em></span></p></div><p>&nbsp;</p> <hr> <p><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;"><strong>About the Role:</strong></span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);">As a&nbsp;<strong>Customer Service Advisor, Card Payment</strong>&nbsp;you will engage with our customers by phone and email providing the best in class service related to current status of accounts, payments and other concerns. You will be encouraged to collaborate with management and team members to accurately and efficiently assist our customers.<br><strong><br>Pay: $21.00/hour&nbsp;<br></strong></span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><strong>Start Date: Monday, August 31st</strong></span></p> <p><span style="color: #3a3b41; font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>What You’ll Do:&nbsp;</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Interact with customers to answer questions, provide assistance, and process requests by phone and email</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Answer incoming customer calls regarding billing issues, service questions and general concerns</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Provide thorough and accurate documentation to customer accounts across our communication channels</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Identify areas of opportunity for optimizing results and improve customer satisfaction</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Contribute to the improvement of training and development on a daily basis</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Service accounts by investigating problems and finding resolutions to help overcome customer objections about payments while working towards solutions that best fit their needs </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Create a positive customer experience <strong>#customerserviceninja</strong></span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Maintain superior quality assurance results</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Come to work with a positive outlook contributing to Upgrade’s already enjoyable environment</span></li> </ul> <p><span style="color: #3a3b41; font-family: helvetica, arial, sans-serif; font-size: 10pt;"><strong>What We Look For:</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">2+ years of customer service experience required</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">1+ years of experience in loan servicing and/or payment processing</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">High School Diploma or equivalent required, Bachelor's or Associate's degree preferred</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Working knowledge and experience with FDCPA and FCRA regulations</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Excellent written and verbal communication </span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Strong analytical and problem solving skills</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Demonstrated ability to multi-task and work in a fast-paced environment</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Flexibility and ability to adapt to business needs</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Capability of gaining customer loyalty through listening, relationship building, professionalism, and persuasive communication skills</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Team oriented mindset <strong>#goteam</strong></span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;">Proficient in Microsoft Cloud based products and Google Workplace</span></li> </ul> <div> <div><span style="font-size: 10pt; color: rgb(58, 59, 65); font-family: helvetica, arial, sans-serif;"><strong>What We Offer You:&nbsp;</strong></span></div> <div> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Great open office space</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Paid time off (PTO)</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">401K matching</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);">Medical, dental and vision insurance with employer paid options</li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Paid parking or platinum pass</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">New Hire Training Program</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Wellness Incentive Program</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><span style="font-family: helvetica, arial, sans-serif; color: #3a3b41; font-size: 10pt;">Kitchen fully stocked with snacks and beverages</span></li> </ul> </div> </div> <div> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 10pt; color: rgb(58, 59, 65);"><strong>#LI-Onsite</strong></span></p> </div> <p><span style="font-size: 10pt; color: rgb(58, 59, 65);"><strong><span style="font-family: helvetica, arial, sans-serif;"><em data-renderer-mark="true">For California residents:&nbsp;</em><a class="css-tgpl01" style="color: rgb(58, 59, 65);" href="https://www.upgrade.com/PRIVACY_POLICY_CALIFORNIA_EMPLOYEE/" target="_blank" data-testid="link-with-safety" data-renderer-mark="true"><em data-renderer-mark="true"><u data-renderer-mark="true">Upgrade's California</u><strong data-renderer-mark="true"><u data-renderer-mark="true"> </u></strong><u data-renderer-mark="true">Notice at Collection and Privacy Policy</u></em></a><em data-renderer-mark="true"> describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.</em></span></strong></span></p> <p>&nbsp;</p> <p>&nbsp;</p><div class="content-conclusion"><hr> <p><span style="color: rgb(52, 73, 94); font-size: 10pt;"><strong>Environmental &amp; Working Conditions</strong></span></p> <ul> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">Work is performed indoors in a fast-paced environment that requires the ability to manage multiple priorities and meet established workflows, schedules, and service expectations.</span></li> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">Employees regularly input, retrieve, and exchange information accurately using digital systems and applications to support operational and customer service objectives.</span></li> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">The role requires the ability to receive and exchange information with customers, peers, supervisors, and cross-functional partners through available communication channels, which may include meetings, email, phone, and digital collaboration tools, and may involve real-time, verbal, or in-person exchanges depending on business need.</span></li> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">Job duties may involve managing a high volume of inbound and/or outbound customer interactions and work activities using telecommunications and computer systems. The role requires the ability to read, analyze, and interpret information displayed on computer screens and remain in a working posture for extended periods, consistent with the demands of the position.</span></li> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">Work may be performed in a contact center, office, or remote environment, depending on business needs and the nature of the role. Onsite work environments may include shared workspaces, standard office lighting, and moderate background noise typical of customer service or operational settings.</span></li> <li style="color: rgb(52, 73, 94); font-size: 10pt;"><span style="color: rgb(52, 73, 94); font-size: 10pt;">Employees working remotely are responsible for maintaining a secure and productive workspace with reliable internet connectivity that supports company systems and safeguards the confidentiality of company and customer information.</span></li> </ul> <p><span style="font-size: 10pt;"><em><span style="color: rgb(52, 73, 94);">Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.</span></em></span></p> <p><span style="font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;"><em>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.&nbsp;</em></span></p> <p><span style="font-family: helvetica, arial, sans-serif; color: rgb(58, 59, 65); font-size: 10pt;"><em><em data-stringify-type="italic">Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement</em>. English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.</em></span></p></div>
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