Product Data Analyst, Servicing at Upgrade

San Francisco, California, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

1-3 years of relevant work experience, preferably in financial services or data
Advanced knowledge of SQL and Python
Experience working with relational databases and visualization tools (Tableau preferred)
Strong communication skills with ability to use qualitative and quantitative data to deliver technical and business solutions
Entrepreneurial mindset when approaching problems. Takes ownership and can lead solutioning in a fast-paced environment
Ability to lead and resolve questions and conflicts across organizational stakeholders
Adaptable to handle changing tasks based on new priorities
Prior experience with servicing systems

Responsibilities

Work cross functionally to synthesize data and streamline reconciliation processes across pipeline teams
Deliver actionable findings and partner with product managers to prioritize solutions
Analyze borrower data and internal stakeholder requests to prioritize product defects
Troubleshoot issues to develop immediate workarounds and determine long-term solutions
Define new features and servicing-related processes with technical specs, wire frames, product flows, and procedures
Assist with system and operational documentation

Skills

SQL

Python

relational databases

Tableau

data analysis

visualization tools

product management

cross-functional collaboration

data reconciliation

troubleshooting

Upgrade

Provides loans, credit cards, and rewards

About Upgrade

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and long-term financial health through accessible credit options.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$532.1MTotal Funding

SERIES_FCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Paid Parental Leave

Health & wellness initiatives

Risks

Expansion into auto loans increases exposure to credit risk.

Crowded BNPL market may pressure margins for Uplift acquisition.

Investment in new office space may strain resources if growth falters.

Differentiation

Upgrade offers a unique blend of credit and banking products.

The Secured OneCard targets consumers with little or no credit history.

Partnership with FairPlay enhances fairness in lending practices.

Upsides

Expansion into auto loans diversifies Upgrade's product offerings.

Acquisition of Uplift strengthens Upgrade's position in travel financing.

Partnership with Finturf enhances home improvement financing options.

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