Upgrade, Inc. · 2 hours ago
Operations Intern - Underwriting & Risk
Upgrade, Inc. is a fintech company focused on providing affordable financial products to improve customers' financial well-being. They are seeking a Summer Intern for their North American Operations team, where the intern will support underwriting and risk management processes while gaining hands-on experience in a rapidly growing startup environment.
BankingCreditFinancial ServicesFinTechMobile
Responsibilities
Support the Underwriting team by helping gather, review, and verify documentation for merchant applications
Communicate with merchants via phone and email to collect required materials and answer questions
Assist with merchant onboarding processes, including verifying email addresses, staged funding details, and responsible party information
Participate in joint calls with merchants and banking partners to verify bank account information
Review submitted documents for accuracy and completeness in accordance with internal guidelines
Collaborate with Sales and Underwriting teams to ensure timely and accurate application processing
Assist the Risk team with reviewing new vendor requests and performing initial risk assessments
Support due diligence efforts by helping collect and organize merchant documentation
Participate in risk-based reviews, including background research and document evaluation
Help prepare summaries of materials reviewed during vendor diligence and monitoring
Support ongoing oversight of higher-risk merchants and assist with maintaining accurate records
Work with stakeholders across Legal, Compliance, Product, Credit teams
Qualification
Required
Currently pursuing or recently completed a degree in Business, Finance, Economics, Operations, or a related field
Proficiency with Microsoft Office / Google Workspace
Interest in financial services, fintech, operations, or risk management
Strong attention to detail and excellent organizational skills
Clear written and verbal communication skills
Ability to manage multiple tasks and deadlines in a fast-paced environment
Strong work ethic with a proactive, team-first mindset
Comfortable asking questions, learning new processes, and adapting to shifting priorities
Analytical mindset with an interest in operations, finance, risk, or compliance
Benefits
Competitive pay
Opportunities for professional growth and development
Access to Leaders with decades of business experience
Lunch stipend
Health & wellness initiatives
Company
Upgrade, Inc.
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 StageTotal Funding
$752MKey Investors
Neuberger BermanKoch Disruptive TechnologiesMouro Capital
2025-10-16Series G· $165M
2021-11-16Series F· $280M
2021-08-11Series E· $105M
Recent News
Daily Star Egypt
2025-12-04
2025-12-03
2025-10-31
Company data provided by crunchbase