Fintech Customer Service Specialist

3 weeks ago


Phoenix, Arizona, United States Upgrade, Inc. Full time

About the Role:

We are seeking a detail-oriented Customer Service Representative to join our team at Upgrade, Inc. As a key member of our customer service team, you will be responsible for assisting our customers over the phone with the loan application process from start to finish. This includes reviewing financial and identifying documents, gathering additional documents, and following up with applicants to verify financial information to recommend a decision for the loan application.

Key Responsibilities:

Provide excellent customer service to inbound and outbound calls, totaling 100+ calls per day
Answer continuous inbound calls in the following departments: Customer Service, Application by Phone, and Verifications
Be an expert on our products and processes
Adapt to changing policy and procedures on a constant basis while maintaining high quality to your work
Review financial documents submitted by the borrower
Verify and calculate customer income
Detect suspicious and fraudulent loan applications
Meet and/or exceed production, quality, and customer service goals

Requirements:

1+ years of customer service experience required
6+ months of high volume call center experience required
High school diploma or equivalent
Team oriented mindset
Attention to detail
Excellent verbal and written communication skills
Ability to multitask
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficiency with Excel, Word, and Outlook
Reliability and people-oriented approach in your work ethic

What We Offer:

Great open office space
Paid time off (PTO)
401K matching
Comprehensive benefits package: Medical, dental, vision, life insurance & disability
Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
Paid parking or platinum pass
New Hire Training Program
Wellness Incentive Program
Kitchen fully stocked with snacks and beverages

Equal Opportunity Employer:

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.


  • Senior UI Developer

    6 days ago


    Phoenix, Arizona, United States Glint Tech Solutions LLC Full time

    About the JobWe are seeking an experienced Senior UI Developer with a strong background in FinTech or banking to lead the design and development of our mobile applications. The ideal candidate will have extensive experience with React Native, JavaScript, and TypeScript, as well as a solid understanding of mobile app development tools, debugging techniques,...


  • Phoenix, Arizona, United States OneGuard Full time

    Job Title: Customer Service SpecialistA career opportunity awaits you at OneGuard, a renowned provider of home warranty solutions. We are seeking an experienced Customer Service Specialist to join our team.**About the Role:**We are looking for a skilled professional with excellent communication and problem-solving skills to provide top-notch customer...


  • Phoenix, Arizona, United States AZ TTI LLC Full time

    We are looking for a Customer Service Specialist to join our retail team at Tombstone Tactical. As a Customer Service Specialist, you will be the face of our company, providing excellent customer service to our clients and ensuring their satisfaction with their purchase.Your responsibilities will include greeting and engaging with customers, responding to...


  • Phoenix, Arizona, United States Veear Projects Inc. Full time

    Job DescriptionAs a Customer Service Specialist, you will be responsible for providing exceptional customer service and handling reception duties for customers meeting with other internal partners. This includes greeting all branch customers with a smile and handling their inquiries in a professional and timely manner.


  • Phoenix, Arizona, United States Priority Financial Group Full time

    Job SummaryWe are seeking a highly skilled Customer Service Specialist to join our Priority Financial Group team. As a key member of our operations team, you will provide exceptional support to our financial advisors, ensuring seamless day-to-day operations and delivering top-notch customer service.


  • Phoenix, Arizona, United States Upgrade, Inc. Full time

    About Upgrade, Inc.Upgrade, Inc. is a leading fintech company that provides innovative financial solutions to everyday consumers. Our mission is to deliver affordable and responsible credit, mobile banking, and payment products that meet the evolving needs of our customers. With a strong focus on customer satisfaction, we strive to provide exceptional...


  • Phoenix, Arizona, United States OpenWorks Full time

    Job DescriptionWe are seeking an experienced Customer Service Specialist to join our team at OpenWorks. This role involves providing exceptional customer service, responding to inquiries, and escalating issues as needed.The ideal candidate will have strong communication skills, a commitment to delivering excellent customer service, and experience working in...


  • Phoenix, Arizona, United States OurFamilyWizard Full time

    About the RoleWe are looking for a Customer Service Specialist to join our team at OurFamilyWizard. This is an excellent opportunity to work in a dynamic environment and contribute to delivering exceptional customer experiences.Key Tasks:Respond to customer inquiries and resolve issues efficiently.Collaborate with internal teams to address complex customer...


  • Phoenix, Arizona, United States OurFamilyWizard Full time

    About Our JobAs a Customer Service Specialist at OurFamilyWizard, you will be responsible for providing exceptional support to our customers. This includes resolving technical issues, answering questions, and sharing valuable insights to improve our services.What You'll DoOffer expert technical and billing assistance to customers via phone, email, or...


  • Phoenix, Arizona, United States Chris Bolton - State Farm Agent Full time

    OverviewWe are seeking a Customer Service Specialist to join our team at Chris Bolton - State Farm Agent. As an Insurance Sales Professional, you will be responsible for building relationships with customers, educating them on insurance options, and identifying their needs.About the RoleThe ideal candidate will have excellent communication skills, be...


  • Phoenix, Arizona, United States DDS DISCOUNTS Full time

    About This RoleWe're seeking highly motivated and customer-focused individuals to join our team as Customer Service Specialists. In this role, you'll provide exceptional service to customers, maintain a safe and secure shopping environment, and work collaboratively with colleagues to achieve sales goals.Key Responsibilities:Respond to customer inquiries and...


  • Phoenix, Arizona, United States PrePass, LLC Full time

    At PrePass, LLC, we're committed to delivering exceptional service to our clients. As a Customer Service Specialist, you'll play a critical role in ensuring that our largest and most important customers receive top-notch support.The ideal candidate will have a strong background in customer-facing roles, with experience in resolving complex issues and...


  • Phoenix, Arizona, United States Burlington Full time

    Customer Service Security Specialist Job SummaryWe are seeking a highly skilled Customer Service Security Specialist to join our team in Phoenix. This role is responsible for providing exceptional customer service while maintaining a secure shopping environment.Key Responsibilities:Provide a confident, friendly, and energetic greeting with eye contact and a...


  • Phoenix, Arizona, United States Nesco Resource Full time

    Job DescriptionNesco Resource seeks a skilled Customer Service Specialist to deliver exceptional service to clients and resolve claims efficiently. This role involves working under guidance and direction to provide customer support and resolve complaints fairly and effectively.Responsibilities• Deliver quality service to clients via multiple channels•...


  • Phoenix, Arizona, United States United Beauty Supply Full time

    Are you a customer service specialist looking for a new challenge? Do you have a passion for beauty and fashion? We are seeking a highly motivated and customer-focused Customer Service Specialist Beauty Supply to join our team at United Beauty Supply.As a Customer Service Specialist, you will be responsible for providing exceptional customer service,...


  • Phoenix, Arizona, United States ASK Staffing Full time

    Job Summary:We are seeking a Customer Service Specialist to join our team in Phoenix, AZ. The successful candidate will have excellent communication skills, strong multitasking abilities, and a passion for delivering exceptional customer service.About the Job:The role involves professionally handling inbound telephone calls related to individual and business...


  • Phoenix, Arizona, United States Michaels Stores, Inc. Full time

    About the Job">As a Customer Service and Merchandise Specialist at Michaels Stores, Inc., you will have the opportunity to work in a fast-paced retail environment where no two days are ever the same. You will be responsible for delivering exceptional customer service, assisting customers with their shopping needs, and maintaining a well-organized store...


  • Phoenix, Arizona, United States Southwest Service Administrators Inc Full time

    Company OverviewSouthwest Service Administrators Inc is a leading provider of exceptional customer service in the healthcare industry. Our team is dedicated to delivering high-quality support to hospitals, providers, and participants.


  • Phoenix, Arizona, United States Upgrade, Inc. Full time

    About Upgrade, Inc.Upgrade, Inc. is a cutting-edge fintech company that offers innovative financial solutions to individuals and families. Our goal is to provide accessible and responsible credit, mobile banking, and payment products that cater to the diverse needs of our customers. We are committed to delivering exceptional customer service and support...


  • Phoenix, Arizona, United States Burlington Stores Full time

    Creating Lasting MemoriesAs a Cashier and Customer Service Specialist at Burlington Stores, Inc., you will create lasting memories for our customers by delivering exceptional customer service, addressing their needs, and processing transactions efficiently. You will maintain a positive and professional attitude, working collaboratively with your team to...