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Underwriting Sales Support Analyst at Upgrade - ApplyBlast

Underwriting Sales Support Analyst

Upgrade

5 months ago

4.1 on Glassdoor

Atlanta

Hybrid

Full Time

Senior

0 applicants

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About this role

The Underwriting Sales Support Analyst is responsible for managing all merchant-related requests received from the Underwriting team to ensure the timely and accurate processing and decisioning of applications. This role involves proactively initiating contact with merchants to collect required documentation for application review, verifying email addresses—particularly when fraud concerns are identified on credit reports, and participating in joint calls with merchants and banking partners to verify bank account information as part of the onboarding and verification process.

Responsibilities

Initiate contact with merchants to collect required documentation for application review
Verify email addresses, especially when fraud concerns are identified on credit reports
Participate in joint calls with merchants and banking partners to verify bank account information as part of the onboarding and verification process
Review and verify submitted documents in accordance with established guidelines, demonstrating strong attention to detail
Provide exceptional customer service by addressing and resolving inquiries promptly and professionally

Skills

Qualifications

Bachelor's Degree in Business Administration or related field

About Upgrade

upgrade.com

Headquarters

San Francisco, California, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

Upgrade is a consumer fintech company offering a broad range of financial products, including fixed-rate personal loans up to $50,000, credit cards (Upgrade Card and OneCard Essentials), Rewards Checking with cash back, Premier Savings with competitive APY, Buy Now Pay Later via Flex Pay, auto loan financing and refinancing, and cash advances. Upgrade provides fast online applications and tools to help customers manage credit and build their financial future. It operates as a financial technology company — not a bank — partnering with bank partners to deliver transparent, consumer-friendly alternatives to traditional banking.