Goal Solutions · 12 hours ago
Licensing Assistant
Goal Solutions is an innovative financial services company focused on transforming the consumer finance industry. The Licensing Assistant will provide administrative and operational support to ensure compliance with state and regulatory requirements, assisting in timely license renewals and maintaining accurate documentation.
Asset ManagementEducationFinancial Services
Responsibilities
Help maintain compliance with state and regulatory licensing requirements
Ensure licensing records, calendars, and documentation are accurate and up to date
Reduce risk by supporting timely filings, renewals, and follow-ups
Improve operational efficiency through organized tracking and documentation
Support internal teams with responsive, professional communication
Create stability and reliability in a highly regulated environment
Assist with gathering information and preparing licensing and registration documentation
Track and maintain records for 200+ licenses and registrations
Maintain licensing calendars and renewal schedules
Populate documents, update tracking spreadsheets, and maintain accurate records
Organize Teams channels, Trello boards, and internal documentation
Perform routine administrative tasks including filing forms and maintaining records
Collaborate with internal teams and clients to understand data needs
Promote best practices in coding, testing, documentation, and deployment
Respond to internal and external inquiries professionally and promptly
Communicate with state regulatory agencies as needed
Participate in meetings and follow up on action items
Qualification
Required
High School Diploma or GED
Three years of administrative support experience, preferably in a regulated environment
Strong attention to detail and organizational skills
Proficiency in Microsoft Office, including Excel
Strong written and verbal communication skills
Preferred
Experience working with state or government agencies
Familiarity with NMLS or other regulatory systems
Notary certification or ability to obtain certification
Experience in financial services, loan servicing, or compliance environments
Exposure to data analysis work, including running SQL queries to support analysis or validation efforts (nice to have)
Benefits
Competitive salary + bonus eligibility
401(k) with 4% company match
Long-Term Incentive Program
Medical, dental, and vision
Annual HSA contribution: $1,700
Life insurance, disability, and critical illness coverage
Birthday holiday
Two Community Days
Free snacks and beverages in the office
Paid Parental Leave
Generous PTO
Tuition reimbursement
$2,000 Vacation Incentive after 3 years + Sabbatical
Wellness funds, community funds, and more
Company
Goal Solutions
Goal Solutions is an innovative financial services company delivering comprehensive and customizable Primary and Backup Servicing, Asset Management, and SPV Administration solutions.
Funding
Current Stage
Growth StageTotal Funding
$3M2022-04-14Series Unknown· $3M
Recent News
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