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Product Data Analyst, Servicing

Upgrade

$80,000 - $100,000
Nov 10, 2025
San Francisco, CA, US
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Upgrade helps customers move in the right direction with affordable and responsible financial products. 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.

Requirements

  • Advanced knowledge of SQL and Python
  • Experience working with relational databases and visualization tools (Tableau preferred)
  • Prior experience with servicing systems

Responsibilities

  • 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

Other

  • 1-3 years of relevant work experience, preferably in financial services or data
  • 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