Related skills
fintech salesforce telephony chat platforms vesta📋 Description
- Answer inbound calls from prospective borrowers and guide next steps.
- Respond to inbound email inquiries and real-time chat support.
- Take ownership of escalation calls from applicants with professionalism.
- Support funnel conversion by addressing common questions.
- Maintain accurate notes in Salesforce and Vesta for visibility.
- Collaborate with Pods, Training, and Quality for consistency.
🎯 Requirements
- 1–2 years in customer service or borrower support (fintech)
- Outstanding communication and interpersonal skills
- Ability to handle sensitive escalations with empathy
- Comfort navigating multiple systems (Salesforce, Vesta, telephony, chat)
- Available to work 9:00 AM–5:30 PM EST and some weekends
- Reside within 60 miles of Columbus, OH, and work from the office 2 days/wk
🎁 Benefits
- Base pay plus bonus and quarterly equity grants
- 401(k) with Upstart matching up to $15,000 yearly
- ESPP with discounted stock purchase options
- Medical, dental, and vision coverage
- HSA contributions from Upstart
- PTO, holidays, parental leave
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