Relationship Operations Specialist

At Goal Solutions, this role exists to fix what breaks, streamline what slows us down, and protect the client experience. You’ll own issues end-to-end, improve processes, and help operations scale effectively.

If you enjoy solving problems, working with data, and making systems better—you’ll thrive here.

What You’ll Do

• Own and resolve operational issues, escalations, and account discrepancies
• Reconcile servicing transactions with a high degree of accuracy
• Identify root causes and implement long-term fixes
• Improve processes, documentation, and workflows to reduce errors
• Partner across Operations, IT, and Client teams to execute improvements

What to Expect in This Role

• Fast-paced environment with shifting priorities and time-sensitive work
• High attention to detail required across multiple systems and processes
• Frequent problem-solving and issue resolution
• Ongoing collaboration across teams and stakeholders

You’ll Be a Great Fit If You

• Stay organized and accurate while managing multiple priorities
• Can shift quickly and stay calm under pressure
• Take ownership of problems and follow them through to resolution
• Enjoy improving processes—not just maintaining them
• Bring urgency, accountability, and attention to detail to your work

What You Bring – Required

• 2–4 years of experience in operations, reconciliations, or issue resolution
• Strong analytical and problem-solving skills
• Ability to manage multiple priorities independently
• High attention to detail and accuracy

What You Bring – Nice to Have

• Experience in financial services, fintech, or loan servicing
• Experience with payment processing, reconciliations, or account-level research
• Familiarity with CRM, SQL or workflow tools (Salesforce a plus)

Success Looks Like (6–12 Months)

• Escalations are resolved end-to-end with minimal handoffs
• Errors decrease due to root-cause improvements you implement
• Processes are more efficient, documented, and scalable
• You’re a trusted go-to resource for solving operational challenges

Why Goal Solutions

• Competitive salary + bonus eligibility
• 401(k) with 4% company match
• Medical, dental, vision, and HSA ($1,700 annual contribution)
• 14 paid holidays (including your birthday)
• Paid parental leave, tuition reimbursement, and long-term incentives

Apply

Apply if you enjoy solving problems end-to-end and leaving processes better than you found them.