Investor Relations Servicing Representative

(This is a primarily office-linked role in our downtown Cleveland office).

Since 2014, Upright has challenged the status quo of slow, unreliable capital and gate-keeping into investment deals. We’ve grown into an end-to-end financial technology platform that helps entrepreneurs and investors generate wealth and make an impact in their own communities across the country.

We are doubling down on delivering exceptional service to our accredited retail investors. For an Investor Relations Servicing Agent, this means managing investor accounts, addressing inquiries, facilitating technical assistance, and providing transparent project updates.  This role reports directly to the VP, Capital Markets. We operate in a fast-paced environment and seek a candidate with excellent communication skills who can collaborate with the business to improve existing processes.

Who You Are

You describe yourself as a top-tier communicator. You can easily collaborate with a variety of people in various functions to improve existing processes and provide accurate and timely updates.

You enjoy educating investors and answering their needs. You're passionate about real estate investing and are eager to help more people invest in this desirable asset class.

You have a service-oriented attitude characterized by empathy, active listening skills, and a commitment to achieving shared success. This translates to a results-driven and user-centric mindset, demonstrating innovation and adaptability within highly complex and rapidly evolving environments.

What You’ll Do

As an Investor Relations Servicing Agent, you’ll provide best-in-class transparency and clear, concise communication as an intermediary between our Servicing teams and active investors. You’ll do this by:

• Overseeing investor onboarding and accreditation, including working with 3rd parties to validate Investor Accreditation Status and pass KYC/KYB/AML checks as well as working with the investor and internal teams to remove bottlenecks and minimize confusion with the required onboarding process.

• Managing incoming investor communications through phone, chatbot, and service queues, ensuring prompt, accurate responses and minimal missed calls, while delivering best-in-class service to build investor trust and confidence.

• Routing inquiries to the appropriate team members, and coordinating the delivery of substantive responses to both prospective and active investors.

• Monitoring submitted investments to ensure validity, investor eligibility & fund clearance.

• Aggregating investor feedback and proposing solutions in order to minimize common investor complaints and more efficiently and effectively manage platform experience

• Collaborating with Marketing, Technology, and other internal partners to optimize the user experience through enhancements to the company’s proprietary technology and online workflow, educational content, etc.

Your First 90 Days in the Role 

Your training will begin with some Upright basics (who are we, what do we do, where does the role fit into the organization). This is delivered through a partnership between our People Team and the Investor Relations team. You’ll be set up with the hardware and tools needed to execute at a high level from the very beginning. 

You’ll accomplish early success in the role by immersing yourself in best practices, educating yourself on the asset class, and absorbing essential team information. We’ll provide the context and knowledge which, coupled with your curiosity and urgency, will support the accelerated actualization of the anticipated impact you’ll have in the role. 

Preferred Skills & Qualifications

• Bachelor's degree in business administration, finance, marketing, economics, or a related field.

• 2+ years of experience directly engaging with investors, preferably within a high-growth organization in the real estate sector.

• Strong analytical skills and exceptional oral and written communication abilities.

• Proficiency in Microsoft Excel, Word, and PowerPoint.

• Familiarity with financial modeling techniques and valuation methods used in the real estate sector, along with a comprehensive understanding of key industry metrics preferred.

Who are we?

Upright, formerly Fund That Flip is one of the fastest-growing real estate fintech companies in the U.S. As of March 2024, we’ve originated more than $3 billion in first-lien, residential mortgages to active real estate developers across 36 states. Through our Investment Platform, we bring this attractive asset class to the individual accredited investor through a variety of managed funds and individual notes, with returns exceeding 10% and an estimated 99.7% of invested principal returned to investors. 

And we’re still challenging tradition with fast funding, unparalleled transparency, and personal service to help passive and active real estate investors transform their neighborhoods and communities. 

Why work for us?

At Upright, we value transparency, hard work, and results. We support personal and professional growth with an entrepreneurial, tech-loving, creative, and solution-focused culture that rewards employees who push the bar higher for themselves and our company.

We have a blended work environment including hybrid, distributed, and office-linked roles. Some teams are entirely distributed, while other teams spend some or all of their time in our office in Cleveland, OH.

Glassdoor says Upright is a great place to work, and we’re proud to have earned some awards backing that up, including:

• Inc. 5000 Fastest Growing Company 2019, 2020, 2021

• Smart Culture Award 2018, 2022

• Business Insider Fintech Startups to Watch 2020

• GCP Best of Tech Awards Finalist 2021

• Deloitte Technology Fast 500 2020

• NorthCoast 99 Best Place to Work 2019

Plus, these awesome benefits:

• Equity stock options for each and every full-time team member

• Medical, Dental, Vision, and Mental Health Benefit offerings including  FSA or HSA enrollment eligibility on day 1

• Flexible time off

• Traditional and Roth 401(k)

• Quarterly and yearly bonus potential based on company performance

• Self-defined career growth in individual contributor and management pathways

At Upright, we start everything by understanding the needs of others. We’re all unique and in this together. We’re intentional about building relationships across teams and lifting one another up to help our customers improve communities and write their success stories. 

As you consider joining our team, know that we are committed to creating extraordinary experiences by offering an equal employment opportunity throughout your entire people journey without regard to age, race, color, disability, gender reassignment or identity or expression, genetic information, marital or civil partner status, pregnancy or maternity status, military or veteran status, nationality, ethnic or national origin, religion or belief, sexual orientation, or any legally protected class. 

We will provide accommodations during the entire people journey upon request. Information received relating to accommodation will be addressed confidentially.