Relationship Operations Specialist
Job Type
Full-time
Description

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.