Servicing Operations Specialist

Uplift’s mission is to help people get more out of life, one thoughtful purchase at a time. Our enterprise Buy Now, Pay Later solution is used by the world’s most loved brands including Southwest Airlines, Carnival Cruise Line, Universal Studios, and more. With flexible pay over time installments, we empower consumers to buy what matters most while unlocking higher conversions and customer lifetime value for our partners.

Our team is rapidly growing and comes from diverse backgrounds of leading technology and financial brands. Our HQ is in Sunnyvale, California with offices in Toronto, Ontario, New York, Reno, Nevada, and Guadalajara, Mexico.

Working at Uplift allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

We are looking for a Financial Operations Specialist to join our team and boost our financial operations capability. The ideal candidate should be a creative problem solver and have a great sense of initiative, with the ability to independently complete daily tasks in an efficient and timely manner. Additionally, they must have exceptional communication and organization skills and be knowledgeable in legal requirements pertaining to financial operations. This individual will be responsible for payment processing (checks, refunds, chargebacks), strategizing ways to streamline processes and reduce costs, customer dispute resolution, and providing reports and useful data to support higher-level management decisions.
What you will do and achieve

• Responsible for handling end to end checks processing (receiving, processing, refunding)
• Collaborate with customer support team to provide guidance, answer questions, and process system updates
• Provide support in creating and tracking tickets in JIRA for engineering in order to resolve customer issues and follow up for resolution
• Review and address any financial operations alerts and resolve exception cases on a daily basis
• Responsible for responding to customer disputes (ACDVs), file AUDs (to correct or delete information), and follow up with the fraud team on any identity theft claims
• Ensure proper and timely response to any received validation requests
• Take ownership over handling end to end chargebacks processing, including reversal and reuploading of payments where not automated, responding to disputes via payment processor portals, and customer outreach (emails, calls) as well as resolving escalations
• Track and manage bankruptcies, including updating internal systems and ensuring that credit bureau reporting is accurate and updated
• Other ad hoc data analysis or reporting needs

Who you are

• 1-2 years of experience in a professional/office environment, preferably at a fintech company
• 6+ months of experience with inbound/outbound calls
• Experience working in a very fast paced environment with strong multi-tasking required
• High attention to detail is a must, including minimal or no transaction errors
• Professional, helpful, and friendly attitude coupled with the ability to listen, teach, and elicit information efficiently
• Excellent customer relations skills as a problem solver with an interest in resolving customer issues
• Excellent writing, email, phone and organization skills, including strong verbal communication and computer skills

Life at Uplift

• Health Insurance and 401k plan: some plans cover 99-100% premiums for medical, dental, and vision insurance and a 401k plan
• Work/Life Harmony: Flexible, remote-first work culture. Uplift fosters a culture where employees can achieve both their professional and personal goals. This balance is especially true for our working parents
• Shared Success: competitive salary and Pre-IPO stock options
• Health and Wellness Perks: Uplift is proud to reimburse our employees for exercise, wellness products and activities as well as free counseling and coaching for physical, mental and emotional support
• Professional Development: We are committed to the growth and development of all of our employees. Uplift invests in professional conferences, certifications, and training for employees who want to grow in their careers
• Pick-A-Perk: money that can go towards something of your choosing within tuition reimbursement, student loan payment reimbursement, vacation savings account, charitable donations, or home office expenses

At Uplift, in accordance with the U.S. pay transparency laws across various states, we provide the minimum and maximum pay range for each of our levels. There are several different factors that are considered when determining compensation including but not limited to the candidate’s location, title, years of experience, job related skills and relevant education. In addition to the base salary, we offer competitive benefits including medical, dental and vision and pre-ipo stock options.
We want you!

If you made it this far, chances are you’re as excited about working to change how people experience BNPL as we are — and we love that. Please apply even if you’re unsure about whether you meet every single requirement in this posting. Uplift is looking for smart, intellectually curious people who are invested in our mission, not just those who can “check all the boxes”.

Uplift is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Note: Uplift does not accept agency resumes. Please do not forward resumes to any recruiting alias or employee. Uplift is not responsible for any fees related to unsolicited resumes.

Pay: $37,000.00 - $49,000.00 per year

Work Location: In person