Location: San Francisco

Employment Type: Full-Time

Team: Investor

Upgrade is a fintech unicorn founded in 2017. We are the fastest-growing company in the Americas (Financial Times). In the last five years, over 15 million people have applied for an Upgrade card or loan, and we have delivered over $10 billion in affordable and responsible credit. Our innovative Upgrade Card is the fastest growing credit card in America (Nilson Report). Combining the flexibility of a credit card with the low cost of an installment loan helps us redefine banking.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, one of the “Top Companies to work for in Arizona”, and we have received awards for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 900 talented and passionate professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.

We are looking for a Manager to join the Investor Operations Team. This role will focus on managing daily operations for our institutional investors and will work closely with our sales, account management, and finance teams to provide best in class service. The Investor Operations Team is part of the Investor Team based out of our San Francisco office and is responsible for daily operations, client service & account management, and providing data, reporting, and analytics to our institutional investors.

The position will ideally be in San Francisco but is open to remote for the right candidate.

Responsibilities

• Reconcile loan activity to cash activity within investor portfolios and provide feedback to improve processes through reporting enhancements and automation
• Collaborate with the investor sales teams to develop best-in-class investor experience and document investor operations procedures
• Assist with a variety of activities related to daily investor operations including account funding, loan purchases, and portfolio reconciliations
• Work with product managers and engineers to ensure integrity of investor data reports, reconciliation, automation of investor reporting and timely customization of reports based on investor needs
• Manage the on-boarding of new investors including account opening and documentation review
• Build relationships with institutional investors, warehouse providers, custodians, backup servicers, etc.
• Work towards automation and scalability of our systems, processes, and reporting

Skills

• 3-5 years of experience at large public accounting firm, consumer fintech company, or financial institution; former CPA a plus
• Proficient in Excel, comfortable pulling data in SQL or willingness to learn SQL; bonus for experience building dashboards using visualization tools such as Tableau or Lookr
• Highly organized, detail-oriented and a strong client service orientation - this is a client facing role
• Superior written and verbal communication skills
• Good judgment and excellent interpersonal skills
• Business-focused mindset with a demonstrated ability to take ownership and resolve issues with minimal supervision
• Ability to operate in a fast-paced environment and recognize and focus on critical issues
• Flexibility to prioritize, balance and respond to competing needs within a growing organization

Benefits / Perks

• Designer office with amazing views of the bay!
• Comprehensive benefit package: medical, dental, and vision.
• Unlimited vacation policy.
• Flexible working environment.
• Conveniently located in San Francisco Financial District.
• Close to BART and public transportation.
• Kitchen stocked with beverages, snacks and treats.
• In office game rooms, yoga room, and abundance of lounge space.
• Monthly social gatherings.

Benefits/Perks

- Competitive salary and stock option plan

- 100% paid coverage of medical, dental and vision insurance

- 401K match

- Unlimited vacation

- Hybrid workplace

- Learning stipend for personal growth and development

- Paid parental leave

- Health & wellness initiatives

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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.

California Employee Privacy Notice

Effective Date: 1/1/2020

Notice to Applicants for Employment, Employees, and Contractors:

This California Employee Privacy Notice is intended to provide California consumers who are employed or apply for employment or a contractor position with Upgrade information about the categories of personal information Upgrade collects and how the company uses this information. For any questions about this notice, please contact ccpa@upgrade.com.

Personal Information Upgrade Collects:

_Identifying information: including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Information you provide as a part of a job application or from a background check performed after a job offered is extended, including employment, education, credit, and criminal history. Data on work productivity and performance, including hours worked, electronic network activity, and tasks performed. _

Purposes for Collecting Personal Information:

_To consider applications for employment. To complete payments, including payroll, expense reimbursement, other compensation-related payments, and the administration of stock options. To administer benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations. _