Product Data Analyst, Servicing

Upgrade
San Francisco, CA

Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we’ve helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We’re backed by some of the most prominent technology investors and were most recently valued at $7.3B.

We’re consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World’s Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America’s Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal.

We’re looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people.

What You'll Do:


  • 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

What We Look For:


  • 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

What We Offer You:


  • Competitive salary and stock option plan

  • 100% paid coverage of medical, dental and vision insurance

  • Flexible PTO

  • Competitive 401(k) and RRSP program

  • Opportunities for professional growth and development

  • Paid parental leave

  • Health & wellness initiatives

The compensation range of this position in San Francisco, CA is USD $80,000 - $100,000 annually 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.

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.

Upgrade does not accept unsolicited resumes from staffing agencies, search firms, or any third parties. Any resume submitted to any employee of Upgrade without a prior written agreement in place will be considered the property of Upgrade, and Upgrade will not be obligated to pay any referral or placement fee. Agencies must obtain advance written approval from Upgrade's Talent Acquisition department to submit resumes and only in conjunction with a valid, fully executed agreement . English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.

Posted 2025-11-28

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