Specialist, Document Management



San Francisco, CA, USA
Posted on Wednesday, May 17, 2023

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. We have delivered over $21 billion in affordable and responsible credit over the last 5 years. 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 1500 talented and dedicated professionals. Come join us if you like to tackle big problems and make a meaningful difference in people's lives.

About the Role:

The Document Management Specialist will support the San Francisco Office. We are looking for a candidate that is highly meticulous and organized. The ideal candidate brings a positive mindset to our team environment, a can-do attitude, and a solid work ethic. The Document Management Specialist will be responsible for all electronic/digital and physical documentation aspects within the San Francisco Office. This includes ensuring compliance and designing new workflows for continuous improvement.

What You’ll Do:

  • Retrieve, stamp, sort, intake, scan, and file all physical mail for the SF office.
  • Route all documents to the appropriate destinations while remaining in SLA.
  • Identify legal documents and route them quickly and efficiently to our Legal department.
  • Follow protocols for confidential information received through the mail.
  • Create and maintain business partnerships with other departments.
  • Follow a strict workflow and maintain consistency in partnership with the Phoenix document management team.
  • Identifying areas of improvement within the document management function and providing insights for process improvement.

What We Look For:

  • 4+ months in your current role at Upgrade and in good performance standing.
  • Willingness to go above and beyond for the team.
  • Excellent written and verbal communication combined with analytical and problem-solving skills.
  • Demonstrated ability to multitask, prioritize, and work in a fast-paced environment.
  • Ability to adapt to an ever-changing environment while keeping business risk and customer experience at the forefront of every decision.
  • Coming to work with a positive outlook and contributing to Upgrade’s already collaborative environment.
  • Self-starter with the ability to thrive with minimal supervision.
  • Strong attention to detail.
  • Communicating with internal staff at all levels and areas of the business.
  • Extremely organized.
  • Ability to lift 20 lbs.

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

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.