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 $25 billion in affordable and responsible credit to our 2.7M 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 1600 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 currently seeking a Custodian of Records to support our Vendor Management Team. In this role you'll be interacting with the internal Collections teams and Vendors, providing exceptional service while facilitating the proper management of records in their area.

What You’ll Do:

  • Assist with notary signings, record creation, maintenance, and protection
  • Ability to record keep and assist with clerical duties
  • Ability to prioritize, organize, release, or withhold records
  • Develop written procedures for file organization, establish measures for protecting confidential    information, and develop documentation for department-specific systems
  • Records management policies and procedures
  • Apply a records/retention schedule and preserve, transfer, and destroy records per those schedules
  • Assist with developing public information
  • Establish the authenticity of the organization's documents and provide information about their creation and maintenance to allow for their admission into evidence
  • Protect data under their care to avoid penalties under federal and state privacy laws
  • Provide thorough and accurate documentation to customer accounts through Upgrade communication channels
  • Contribute daily to the improvement of our department and support of the Vendor Management Team
  • Maintain superior quality assurance results
  • Come to work with a positive outlook contributing to Upgrade’s enjoyable environment

What We Look For:

  • Bachelor's or Associate's degree preferred
  • Prefer active notary or someone willing to obtain a notary public certification
  • Excellent written and verbal communication combined with analytical and problem-solving skills
  • Demonstrated ability to multi-task and work in a fast-paced environment
  • Flexibility and ability to adapt to business needs
  • Willingness to travel and make court appearances, testifying under oath to the truthfulness and veracity of the records
  • Willingness to sign and attest to the authenticity of records on affidavits for litigation proceedings
  • Previous experience in a customer service, sales, or finance industry
  • Working knowledge of FDCPA and FCRA experience
  • Team player seeking a fast-paced and challenging environment

What We Offer You: 

  • Great open office space
  • Paid time off (PTO)
  • 401K matching
  • Comprehensive benefits package: Medical, dental, vision, life insurance & disability
  • Conveniently located in the heart of Downtown Phoenix close to light rail and public transportation
  • Paid parking or platinum pass
  • New Hire Training Program
  • Wellness Incentive Program


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.

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Upgrade is dedicated to building a diverse team and an inclusive culture. We believe that it’s crucial to Upgrade’s long-term success to create an environment where all employees feel like they belong and have an equal opportunity to succeed.

For this reason, we are asking candidates to voluntarily self-identify through a few demographic questions. Our purpose in collecting this information is to help us assess our outreach efforts and diversity representation goals. Your responses will not be linked to your identity or your application, and neither recruiters nor hiring managers can see this information at an individual level. Your responses are stored in the aggregate and will not play any role in our hiring decision.  Your decision to participate or not participate in this survey will have no impact on your candidacy at Upgrade.

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