Dealer Services Specialist



Orange County, CA, USA
Posted on Friday, May 26, 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.

The Dealer Services Specialist will be responsible for onboarding franchise and independent dealerships by communicating with dealers interested in doing business with Upgrade Auto Finance. This role will help expedite the dealer signup process by reviewing, preparing, and collecting needed documents to complete signup packages in preparation for approval. Specialists can expect an enjoyable culture with like-minded individuals within the Indirect Auto Finance team in a high-paced environment.

What You’ll Do:

  • Prepare Dealer Packages to ensure all required documents and information is included and ready for underwriting

  • Work closely with the Dealer Development Managers (DDM) to expedite the Dealer Sign-Up process

  • Respond and address needs of Dealer via email or telephone

  • Maintain Dealer information in VQ and SalesForce where applicable and when necessary

  • Additional tasks and responsibilities may be assigned related to Dealer Maintenance and Management

What We Look For:

  • Experience in SalesForce and MS Office, particularly Excel and Word.

  • Effective written and verbal communication with internal teams and external Dealer customers.

  • Ability to adapt to and work effectively within a constantly changing environment.

  • Excellent customer service and problem-solving skills required.

  • Experience in onboarding or support for Franchise and Independent Dealers.

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
The compensation range of this position in Orange County, CA is USD $25 - $30 hourly, plus equity and benefits. Within this range, an individual's base pay will be dependent on a variety of factors, including without limitation, job-related knowledge, skills, education, and experience.
Upgrade has different base pay ranges for different work locations within the United States and Canada, which allows us to pay employees competitively and consistently in different geographic markets. The range could vary depending on what ultimately is determined to be the candidate’s primary work location.

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.