Relationship Operations Specialist

Position:                        Relationship Operations Specialist
Location:                Sioux Falls


Job Description:
The Relationship Operations Specialist plays a critical role in both daily processing functions and supporting high-impact operational projects. This hybrid role blends hands-on transaction processing with issue resolution, project execution, and process improvement initiatives. By taking ownership of reconciliations, escalations, and root cause investigations, the Specialist ensures that client concerns and internal issues are resolved quickly and accurately. This position supports Operations Managers and Supervisors by enabling them to stay focused on production while ensuring detailed follow-up, operational improvements, and strategic workflow enhancements.

 Responsibilities:
Operational Processing Responsibilities

• Process UCC filings, subordinations, transfers, and assumptions in compliance with client and regulatory guidelines.
• Manage cash and non-cash payments; research discrepancies and perform account reconciliations.
• Handle refund requests, vendor invoice payments, and outbound communications (email/text).
• Respond to borrower inquiries and maintain accurate, compliant account records.
• Perform account updates and maintenance with a high level of accuracy and documentation control.
• Investigate and resolve operational issues escalated from internal teams or clients, ensuring timely and professional communication.

Project, Escalation & Process Support Responsibilities

• Lead reconciliation efforts involving UCC filings, billing discrepancies, and payment issues.
• Research and resolve escalations, identifying root causes and collaborating with internal/external stakeholders.
• Analyze operational data to identify trends and recurring issues; recommend and support process improvements.
• Partner with team leads to document procedures and implement new or revised workflows.
• Assist in internal audits and resolve compliance risks or data integrity gaps.
• Own assigned projects from planning through execution, ensuring timelines are met and progress is tracked.
• Coordinate with IT and business partners on automation initiatives and system enhancements.
• Monitor recurring or ad hoc operational issues and ensure follow-through on resolutions.
• Conduct in-depth research on UCC filing requirements, regulatory changes, and complex servicing scenarios.
• Act as a liaison with clients to gather necessary details, clarify expectations, and communicate outcomes.
• Utilize CRM and workflow tools to document activities, manage escalations, and ensure transparency across teams.
• Develop or support dashboards and reports to provide visibility to leadership and clients on operational trends, issue resolution, and key metrics.

Education & Other Minimum Requirements

• 2–4 years of experience in operations, processing, or a related role with project and issue resolution responsibilities
• Strong research and documentation skills, especially with client escalations or regulatory topics
• Ability to manage multiple tasks and priorities independently
• High attention to detail with experience in reconciliations, payment tracking, and UCC processes
• Excellent verbal and written communication skills, both client-facing and internal
• Familiarity with CRM systems (e.g., Salesforce) and workflow platforms is a plus
• Experience in financial services, fintech, or servicing environments preferred

Bonus points if you have:

• Experience with additional vendor platforms such as WKLS, Repay or similar payment processing partners, Provana, Remkin and/or EOSCAR
• Exposure to fintech, collections, or financial services operations
• Experience helping optimize third-party vendor relationships through automation, reporting, or workflow tools
• Familiarity with vendor or procurement systems and integration projects

Competitive pay with bonus, and a comprehensive benefits package that includes, but not limited to:
 

• 401(k) + company match up to 4%
• Long Term Incentive program
• Medical, dental, and vision coverage
• Annual HSA contribution of $1,650
• Life insurance, disability, and critical illness
• Birthday holiday
• 2 floating Community Days
• Free snacks and drinks in the office
• Tuition reimbursement program
• Generous PTO, including Paid Parental Leave
• $2,000 Vacation Incentive Plan after 3 years + $1,000 Sabbatical Day
• Community funds, wellness funds, and more

Learn more about our benefits by viewing our 2025 Employee Benefits Brochure.

Goal Solutions, LLC (“Goal” or the “Company”) is an innovative consumer loan servicing and asset management company providing comprehensive and customizable solutions driven by technology, analytics, and industry expertise.

Directly or through its subsidiaries, GSS Data Services, Launch Servicing (“Launch”) and Turnstile Capital Management (“TCM”), Goal provides primary servicing, asset management, collections management, direct collections, administration, and treasury services. Key markets we serve include residential solar, home improvement, student finance, and a growing number of personal loan providers. Currently Goal serves a variety of clients including hedge funds, traditional banks, ABS structures, insurance companies, investment banks, and colleges and universities with over $30B in assets under management.

Goal will continue to grow the business both organically and through acquisitions. Senior Goal leadership has been working together for over fifteen years and we pride ourselves and our work on our mission, values, culture, and service to our community. Our company is headquartered in San Diego, CA and has been named “Best Places to Work” by the San Diego Business Journal since 2015.

The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
 

Equal Employment Opportunity

It is the policy of the Company to provide equal employment opportunities to all employees and employment applicants without regard to unlawful considerations of race, religion, color, national origin, sex, sexual orientation, gender identity or expression, age, sensory, physical, or mental disability, marital status, veteran or military status, genetic information, or any other classification protected by applicable local, state, or federal laws. This policy applies to all aspects of employment, including, but not limited to, hiring, job assignment, compensation, promotion, benefits, training, discipline, and termination. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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