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Upstart · 2 months ago

Processing Specialist

Columbus, OH, USA

Full-time

Onsite

Entry Level

$25.48/hr - $25.48/hr

1+ years exp

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As a Processing Specialist, you will process HELOC loan applications, focusing on identity, income, and property verification while managing your own pipeline and ensuring timely follow-ups with applicants.

Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance

Responsibilities

Accurately and efficiently process loan applications, from documentation verification to final approval

Manage your own pipeline, ensuring timely follow-ups and driving engagement from applicants throughout the loan process

Resolve customer escalations professionally and swiftly, balancing regulatory compliance with a strong borrower experience

Use tools like Vesta and Salesforce to track, manage, and advance loan files while maintaining quality standards

Collaborate within your pod to identify workflow improvements and contribute to process optimization initiatives

Support team-wide efforts to scale operations by assisting with side projects and contributing to the development of new servicing channels

Qualification

Loan processingMortgage operationsVestaSalesforceCustomer serviceOrganizational skillsTime managementProblem-solvingAttention to detailAdaptabilityOwnershipGrowth mindset

Required

1–2 years of experience in loan processing, mortgage operations, or customer service within a financial services setting

Proven ability to manage a personal pipeline, with a track record of meeting or exceeding productivity and quality benchmarks

Excellent organizational, time management, and problem-solving skills; strong attention to detail is a must

Ability to work standard hours (9 AM – 5:30 PM EST) and occasional weekend shifts as business needs evolve

Proficiency with loan origination systems (e.g., Vesta), Salesforce, and general productivity software

Reside within 60 miles of Columbus, OH, and able to work from the office at least two days per week

Preferred

Background in mortgage, home lending, or fintech operations

Experience working in high-growth or high-volume environments

Familiarity with compliance considerations in the lending industry

Experience supporting or working alongside licensed lending professionals (NMLS)

High adaptability, strong sense of ownership, and a growth mindset

Benefits

Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart

401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings

Employee Stock Purchase Plan (ESPP)

Life and disability insurance

Generous holiday, vacation, sick and safety leave

Supportive parental, family care, and military leave programs

Annual wellness, technology & ergonomic reimbursement programs

Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering

Catered lunches + snacks & drinks when working in offices