Customer Service Representative - Start Date 2/16/2026 jobs in United States
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Upgrade, Inc. · 1 hour ago

Customer Service Representative - Start Date 2/16/2026

positionPhoenix, AZ
timeFull-time
remoteOnsite
seniorityEntry Level
money$20/hr - $20/hr
date1+ years exp

Upgrade, Inc. is a company that helps customers access affordable financial products and has been recognized for its collaborative culture. They are seeking Customer Service Representatives to assist customers with the loan application process, provide excellent customer service, and ensure a best-in-class experience.

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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Provide excellent customer service to inbound and outbound calls, totaling 100+ calls per day
Answer continuous inbound calls in the following departments: Customer Service, Application by Phone, and Verifications
Be an expert on our products and processes
Adapt to changing policy and procedures on a constant basis while maintaining high quality to your work
Review financial documents submitted by the borrower
Verify and calculate customer income
Detect suspicious and fraudulent loan applications
Meet and/or exceed production, quality, and customer service goals

Qualification

Customer service experienceHigh volume call centerExcel proficiencyAttention to detailVerbal communicationProblem solving skillsMultitasking abilityAnalytical skillsFinancial services experienceZendesk knowledgeTeam oriented mindsetReliability

Required

1+ years of customer service experience required
6+ months of high volume call center experience required
High school diploma or equivalent
Team oriented mindset
Attention to detail
Excellent verbal and written communication skills
Ability to multitask
Strong problem solving and analytical skills
Ability to thrive in a changing and fast-paced environment
Proficiency with Excel, Word, and Outlook
Reliability and people-oriented approach in your work ethic

Preferred

Financial services experience
Knowledge of Zendesk or other CRM applications is a plus

Benefits

Paid time off (PTO)
401K matching
Comprehensive benefits package: Medical, dental, vision, life insurance & disability
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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Glassdoor3.9
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Upgrade helps customers move in the right direction with affordable and responsible financial products.
dateFounded in 2016
location
San Francisco, California, USA
people-size1001-5000 employees
web-link
http://www.upgrade.com

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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