Upgrade, Inc. Logo

Upgrade, Inc.

Operations Policy and Procedure Analyst

Posted 12 Days Ago
Be an Early Applicant
Easy Apply
Hybrid
Phoenix, AZ
Junior
Easy Apply
Hybrid
Phoenix, AZ
Junior
The Operations Policy and Procedure Analyst will be responsible for creating, editing, and maintaining process documentation for operational teams in a financial services setting, while also serving as a subject matter expert and communicating with leadership to improve processes.
The summary above was generated by AI

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.

We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.


About the Role:

We are looking for a Policy & Procedure Analyst to join our team in Atlanta. This person will own the research, writing, and editing of professional quality process and job guide documentation that establishes standard procedures across our operational teams in a financial services environment.

What You'll Do:

  • Own the research, writing, and editing or professional quality process and job guide documentation that establishes standard procedures across our operational teams in a financial services environment
  • Own and audit the internal knowledge base responsible for equipping our teams with program knowledge, procedures, and reference guides
  • Understand and operate within existing change management requirements, often in varying time constraints and levels of details
  • Demonstrate the ability to execute the translation of high-level conceptual information and ideas to written material that is thorough and thoughtful for the intended audience
  • Operate within and actively contribute to a growing and structuring program with a mentality towards resolutions, improvements, and increasing structure to the program appropriately over time
  • Serve as a subject matter expert on operational procedure and processes, advising leadership through sound decision-making on process optimization or areas of risk
  • Serve as an experienced individual contributor on the Home Improvement operations team, leading by example, displaying a high level of ownership, and mentoring others
  • Interact and proactively communicate with varying levels of department and operations leadership to ascertain areas of need or improvement in the program

What We Look For:

  • 2+ years of experience directly related to procedural documentation and content creation
  • Bachelor's degree required
  • Formal writing or technical procedural writing experience required
  • Exceptional verbal and written communication skills
  • Financial services regulatory and compliance knowledge
  • Experience in a startup, fintech, or fin-serv call center environment
  • Sense of ownership and responsibility towards troubleshooting issues and solutions with a self-motivation to accept and complete tasks
  • Highly organized individual with the ability to effectively balance a high volume of tasks of varying degrees of complexity, urgencies, and topics
  • Expert proficiency with Google Suite and Microsoft Office
  • Experience using Atlassian tools and platforms, including Confluence and Jira
  • Ability to thrive in an intense, do-it-yourself, start-up environment that has a fast pace and continuous change with ease and comfort
  • Ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround and ability to switch gears at a moments notice
  • Ability to complete a high volume of tasks and projects with little or no guidance on time management and work organization
  • Ability to maintain a high level of integrity


What We Offer You: 

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance 
  • Flexible PTO
  • Opportunities for professional growth and development 
  • Paid parental leave
  • Health & wellness initiatives

#BI-Hybrid  #LI-Hybrid

For California residents: Upgrade's California Notice at Collection and Privacy Policy describes our practices regarding the collection, use, and disclosure of the personal information of job applicants.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Top Skills

Atlassian
Confluence
Google Suite
JIRA
MS Office

Similar Jobs at Upgrade, Inc.

2 Days Ago
Easy Apply
Hybrid
Phoenix, AZ, USA
Easy Apply
Senior level
Senior level
Automotive • Fintech • Hardware • Payments • Travel • Financial Services
As Senior Vice President of Operations, you'll lead daily operations, drive process optimization, manage vendor relationships, and lead high-performance teams to align operations with business goals.
12 Days Ago
Easy Apply
Hybrid
Phoenix, AZ, USA
Easy Apply
Entry level
Entry level
Automotive • Fintech • Hardware • Payments • Travel • Financial Services
The Fraud Operations Specialist reviews accounts for suspicious activity, handles calls, documents customer accounts, conducts research, and escalates high-risk cases to ensure customer security and satisfaction.
Top Skills: AmlFraudSanctions Alert Closure
12 Days Ago
Easy Apply
Hybrid
Phoenix, AZ, USA
Easy Apply
Mid level
Mid level
Automotive • Fintech • Hardware • Payments • Travel • Financial Services
The Supervisor for Fraud Investigations will manage a team of 8-12 investigators, overseeing workflows, conducting complex investigations, providing training, and enhancing fraud prevention strategies while identifying emerging trends.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account