Customer Service Advisor (Card Payment) jobs in United States
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Upgrade, Inc. · 1 day ago

Customer Service Advisor (Card Payment)

Upgrade, Inc. is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. As a Customer Service Advisor, you will engage with customers by phone and email to provide assistance regarding account statuses, payments, and other concerns while collaborating with team members to enhance customer satisfaction.

BankingCreditFinancial ServicesFinTechMobile
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Interact with customers to answer questions, provide assistance, and process requests by phone and email
Answer incoming customer calls regarding billing issues, service questions and general concerns
Provide thorough and accurate documentation to customer accounts across our communication channels
Identify areas of opportunity for optimizing results and improve customer satisfaction
Contribute to the improvement of training and development on a daily basis
Service accounts by investigating problems and finding resolutions to help overcome customer objections about payments while working towards solutions that best fit their needs
Create a positive customer experience #customerserviceninja
Maintain superior quality assurance results
Come to work with a positive outlook contributing to Upgrade’s already enjoyable environment

Qualification

Customer service experienceLoan servicing experiencePayment processing experienceFDCPA knowledgeFCRA knowledgeAnalytical skillsProblem solving skillsMulti-taskingMicrosoft Cloud proficiencyGoogle Workplace proficiencyWritten communicationVerbal communicationTeam oriented mindset

Required

2+ years of customer service experience required
1+ years of experience in loan servicing and/or payment processing
High School Diploma or equivalent required
Working knowledge and experience with FDCPA and FCRA regulations
Excellent written and verbal communication
Strong analytical and problem solving skills
Demonstrated ability to multi-task and work in a fast-paced environment
Flexibility and ability to adapt to business needs
Capability of gaining customer loyalty through listening, relationship building, professionalism, and persuasive communication skills
Team oriented mindset
Proficient in Microsoft Cloud based products and Google Workplace

Preferred

Bachelor's or Associate's degree preferred

Benefits

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

Company

Upgrade, Inc.

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Upgrade helps customers move in the right direction with affordable and responsible financial products.

H1B Sponsorship

Upgrade, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (34)
2023 (31)
2022 (25)
2021 (22)
2020 (11)

Funding

Current Stage
Late Stage
Total Funding
$752M
Key Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M

Leadership Team

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Renaud Laplanche
Co-founder & CEO
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Adelina Grozdanova
Co-Founder, Head of Investor Group
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Company data provided by crunchbase