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Records Management Specialist

2 months ago

Phoenix, Arizona, United States Upgrade, Inc. Full time
About Upgrade, Inc.:
Upgrade is a leading fintech organization dedicated to providing accessible and responsible credit solutions, mobile banking, and payment services to everyday consumers.

Last year, we were recognized as the fastest growing company in the Americas by the Financial Times, and our Upgrade Card was the fastest growing credit card in the nation for two consecutive years.

We have successfully delivered over $31 billion in responsible credit to our 5 million customers.

Supported by prominent technology investors, our company has recently been valued at $6.3 billion. We pride ourselves on fostering an energizing, collaborative, and inclusive culture where team members support one another, innovate, and take ownership of their contributions.

Upgrade has been honored as a "Best Place to Work in the Bay Area" for three consecutive years, recognized as one of the "Top Companies to Work for in Arizona," and awarded for having one of the "Best Engineering Departments" by Comparably.

We have also received accolades for our commitment to Diversity, Women, Culture, and Veterans.

We are in search of enthusiastic individuals who are passionate about designing and delivering innovative products to join our team of 1,600 skilled and dedicated professionals.

If you are eager to tackle significant challenges and make a positive impact in people's lives, we invite you to consider this opportunity.

Position Overview:
We are currently looking for a Records Management Specialist to support our Vendor Management Team.

In this role, you will engage with internal Collections teams and external Vendors, providing exceptional service while ensuring the effective management of records within your scope.


Key Responsibilities:
  • Assist with notary signings, record creation, maintenance, and safeguarding.
  • Manage record-keeping and assist with clerical tasks.
  • Prioritize, organize, release, or withhold records as necessary.
  • Develop written procedures for file organization and establish measures to protect confidential information.
  • Create documentation for department-specific systems and ensure compliance with records management policies.
  • Implement a records retention schedule and manage the preservation, transfer, and destruction of records accordingly.
  • Assist in developing public information initiatives.
  • Verify the authenticity of organizational documents and provide insights into their creation and maintenance for legal purposes.
  • Safeguard data to comply with federal and state privacy regulations.
  • Provide thorough and accurate documentation to customer accounts through Upgrade communication channels.
  • Contribute to the continuous improvement of our department and support the Vendor Management Team.
  • Maintain high-quality assurance standards.
  • Foster a positive work environment that aligns with Upgrade's values.

Qualifications:
  • Bachelor's or Associate's degree preferred.
  • Active notary certification or willingness to obtain one.
  • Excellent written and verbal communication skills combined with strong analytical and problem-solving abilities.
  • Demonstrated ability to manage multiple tasks in a fast-paced environment.
  • Flexibility and adaptability to meet business needs.
  • Willingness to travel and appear in court, testifying under oath regarding the accuracy of records.
  • Commitment to signing and attesting to the authenticity of records for litigation purposes.
  • Previous experience in customer service, sales, or finance is advantageous.
  • Familiarity with FDCPA and FCRA regulations is a plus.
  • A collaborative team player seeking a dynamic and challenging work environment.

What We Offer:

We provide a vibrant open office space, paid time off (PTO), 401K matching, and a comprehensive benefits package that includes medical, dental, vision, life insurance, and disability coverage. Our location is conveniently situated in a central area with access to public transportation. We also offer paid parking or a platinum pass, a New Hire Training Program, and a Wellness Incentive Program. #LI-Onsite

As an equal opportunity employer, we value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.