Lead Quoting Analyst
About The Position
The Lead Quoting Analyst performs and validates complex, unusual, and exception-based balance statement and payoff quoting work. The role serves as the first functional escalation point for calculation, procedural, documentation, and routing questions, while coordinating daily queue coverage, prioritization, and workflow balancing in alignment with management direction. The analyst supports advanced multi-loan, corrective, foreclosure, refinance, property-sale, borrower-payoff, and special-exception requests within authorized scope; conducts authorized quality and completeness reviews; and provides corrective guidance. The role also supports onboarding, training, knowledge transfer, refresher instruction, and practical job-aid maintenance, while providing day-to-day functional guidance to analysts and retaining hands-on production responsibilities. The position monitors recurring questions, errors, rework, and workflow challenges and recommends improvements to procedures, templates, controls, or routing. It prepares operational updates on queue conditions, aging work, blockers, emerging risks, and support needs; coordinates matters requiring policy interpretation, client direction, staffing decisions, or formal authority with management; supports documented and properly routed corrective workflows; and protects confidential borrower, financial, and account information.
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, Rx, Dental & 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 & Supplemental Life
- Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
- Short-Term & Long-Term Disability
- Tuition Reimbursement, Personal Development & Learning Opportunities
- Skills Development & Certifications
- Employee Referral Program
- Corporate Sponsored Events & Community Outreach
- Emergency Back-Up Childcare Program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
