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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 offering accessible and responsible credit, mobile banking, and payment solutions to everyday consumers. We have achieved remarkable growth, being recognized as the fastest growing company in the Americas last year by the Financial Times. Our flagship product, Upgrade Card, has also been acknowledged as the fastest growing credit card in America for two consecutive years. With over $31 billion in responsible credit extended to 5 million customers, our company is supported by prominent technology investors and recently reached a valuation of $6.3 billion.

At Upgrade, we pride ourselves on fostering a dynamic, collaborative, and inclusive workplace culture where team members support one another, innovate, and drive the company forward while taking ownership of their contributions. Our accolades include being named a "Best Place to Work in the Bay Area" for three consecutive years, as well as receiving recognition for our engineering department, diversity initiatives, and commitment to creating a positive workplace environment.

Position Overview:

We are currently in search of a Records Management Specialist to join our Vendor Management Team. This role involves engaging with internal Collections teams and external Vendors, ensuring exceptional service while effectively managing records within your area of responsibility.

Key Responsibilities:

  • Facilitate notary signings, and oversee the creation, maintenance, and safeguarding of records.
  • Perform record-keeping and assist with clerical tasks as needed.
  • Prioritize, organize, and manage the release or retention of records.
  • Develop comprehensive written procedures for file organization and establish measures to protect confidential information.
  • Implement records management policies and procedures.
  • Apply retention schedules and manage the preservation, transfer, and destruction of records accordingly.
  • Assist in the development of public information.
  • Verify the authenticity of organizational documents and provide insights into their creation and maintenance for legal admissibility.
  • Safeguard data to comply with federal and state privacy regulations.
  • Deliver thorough and accurate documentation to customer accounts through Upgrade's communication channels.
  • Contribute to the continuous improvement of our department and support the Vendor Management Team.
  • Maintain high standards of quality assurance.
  • Bring a positive attitude to work, enhancing Upgrade's enjoyable work environment.
Qualifications:
  • Bachelor's or Associate's degree is preferred.
  • Active notary certification is preferred, or willingness to obtain it.
  • Strong written and verbal communication skills, coupled with analytical and problem-solving abilities.
  • Proven ability to manage multiple tasks in a fast-paced environment.
  • Flexibility and adaptability to changing business needs.
  • Willingness to travel and participate in court appearances, providing testimony regarding the authenticity 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 mindset, thriving in a fast-paced and challenging environment.
Benefits:
  • Open office environment.
  • Paid time off (PTO).
  • 401K matching.
  • Comprehensive benefits package including medical, dental, vision, life insurance, and disability coverage.
  • Convenient location with access to public transportation.
  • Paid parking or platinum pass.
  • Structured New Hire Training Program.
  • Wellness Incentive Program.
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Upgrade, Inc. is an equal opportunity employer and values diversity within our workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.