Lead Quoting Analyst

Guidehouse • San Antonio, TX

3d

About The Position

The Lead Quoting Analyst performs complex, unusual, and exception-based balance statement and payoff quoting work while serving as the first functional escalation point for calculation, procedural, documentation, and routing questions. The role coordinates daily queue coverage, work prioritization, and workflow balancing in alignment with management direction, and supports advanced requests involving multiple loans, corrections, foreclosure, refinance, property sales, borrower payoffs, and special exceptions within authorized scope.

The position conducts authorized quality and completeness reviews, provides corrective guidance, and supports employee onboarding, training, knowledge transfer, refresher instruction, and practical job-aid maintenance. It provides day-to-day functional guidance to quoting analysts while continuing hands-on production work. The analyst monitors recurring questions, errors, rework, and workflow challenges and recommends improvements to procedures, templates, controls, or routing. The role also prepares operational updates on queue conditions, aging work, blockers, emerging risks, and support needs; coordinates with management on issues requiring policy interpretation, client direction, staffing decisions, or formal authority; and ensures corrective issues are documented, routed, and escalated. Confidential borrower, financial, and account information must be protected.

Requirements

• High school diploma or equivalent.
• Five years of experience in financial operations, loan servicing, mortgage operations, account servicing, payment processing, or comparable analytical work.
• Demonstrated experience handling complex and exception-based account scenarios with limited oversight.
• Expert-level numerical accuracy, account review, calculation validation, and documentation skills.
• Ability to independently resolve complex quoting scenarios within established procedures and authority.
• Experience providing peer guidance, training support, quality review, workflow coordination, or subject-matter expertise.
• Ability to coordinate priorities and daily work across multiple operational queues.
• Ability to serve as a functional escalation point and translate complex requirements into practical guidance.
• Ability to identify recurring errors, operational risks, control gaps, and process-improvement opportunities.
• Sound judgment and ability to distinguish functional decisions from matters requiring management or client direction.
• Strong written and verbal communication skills.
• Ability to protect confidential borrower, financial, and account information.

Nice To Haves

• Associate degree or higher in business administration, finance, accounting, or a related field.
• Advanced experience preparing payoff quotes, Statements of Loan Balances, or comparable financial documentation.
• Experience with foreclosure, refinance, property-sale, borrower-payoff, special-exception, corrective, or multi-loan requests.
• Experience in quality assurance, root-cause analysis, operational reporting, or process improvement.
• Experience serving as a team lead, trainer, workflow coordinator, quality analyst, or subject-matter expert.
• Experience developing job aids, standard operating procedures, training materials, or quality-review tools.
• Experience supporting onboarding or delivering refresher training.
• Experience coordinating workload and priorities in a high-volume, procedure-driven financial operations environment.
• Formal supervisory experience if direct-report responsibilities are approved for the position.

Responsibilities

• Perform and validate complex, unusual, and exception-based balance statement and payoff quoting work.
• Serve as the first functional escalation point for calculation, procedural, documentation, and routing questions.
• Coordinate daily queue coverage, work prioritization, and workflow balancing in alignment with management direction.
• Support advanced multi-loan, corrective, foreclosure, refinance, property-sale, borrower-payoff, and special-exception requests within authorized scope.
• Conduct authorized quality and completeness reviews and provide clear corrective guidance.
• Support employee onboarding, training, knowledge transfer, refresher instruction, and maintenance of practical job aids.
• Provide day-to-day functional guidance to quoting analysts while maintaining hands-on production responsibilities.
• Monitor recurring questions, errors, rework, and workflow challenges and recommend improvements to procedures, templates, controls, or routing.
• Prepare concise operational updates regarding queue conditions, aging work, blockers, emerging risks, and support needs.
• Coordinate with management on matters requiring policy interpretation, client direction, staffing decisions, or formal authority.
• Ensure corrective workflow issues are properly documented, routed, and escalated.
• Protect confidential borrower, financial, and account information.

Benefits

• Medical, prescription, dental, and vision insurance
• Personal and family sick time
• Company-paid holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental leave
• 401(k) retirement plan
• Basic life and supplemental life insurance
• Health savings account
• Dental/vision and dependent care flexible spending accounts
• Short-term and long-term disability
• Tuition reimbursement
• Personal development and learning opportunities
• Skills development and certifications
• Employee referral program
• Corporate-sponsored events and community outreach
• Emergency back-up childcare program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED