Quoting Analyst

Guidehouse • San Antonio, TX

3d

About The Position

The Quoting Analyst reviews borrower and loan-level account information to determine the required balance statement or payoff calculation. The analyst prepares Statements of Loan Balances and standard payoff quotes using established procedures and approved calculation parameters. The role processes assigned grant payoffs, principal and interest payoffs, receivable and recapture loan payoffs, appraisal-related requests, and other trained request types.

The analyst reviews multi-loan borrower accounts, calculates each assigned loan independently, and prepares consolidated summaries when required by procedure. Responsibilities also include validating inputs, supporting documentation, and completed quote information; managing work across multiple queues; documenting completed work and routing materials through approved workflows; and escalating discrepancies, incomplete information, exceptions, or unclear requirements. The role requires completing training, applying feedback to improve accuracy and independence, and protecting confidential borrower, financial, and account information.

Requirements

• High school diploma or equivalent.
• 1–3 years in detail-oriented financial, administrative, account-servicing, payment-processing, transaction-processing, or analytical work.
• Strong numerical accuracy and attention to detail.
• Ability to review borrower, account, and loan-level information.
• Ability to perform calculations and validate detailed financial information accurately.
• Ability to follow written procedures, templates, controls, and workflow requirements.
• Ability to manage assigned work across multiple queues.
• Ability to recognize incomplete, inconsistent, or unclear information and escalate appropriately.
• Clear written and verbal communication skills.
• Ability to protect confidential borrower, financial, and account information.

Nice To Haves

• Associate degree or higher in business, finance, accounting, or a related field.
• Experience in loan servicing, mortgage servicing, banking, lending, collections, or financial operations.
• Experience preparing payoff information, balance statements, or comparable financial documentation.
• Experience in account reconciliation, payment operations, financial administration, or detail-intensive transaction processing.
• Experience in a regulated, procedure-driven, production-oriented, or high-volume environment.

Responsibilities

• Review borrower and loan-level account information to determine the required balance statement or payoff calculation.
• Prepare Statements of Loan Balances and standard payoff quotes using established procedures and approved calculation parameters.
• Process assigned grant payoffs, principal and interest payoffs, receivable and recapture loan payoffs, appraisal-related requests, and other trained request types.
• Review multi-loan borrower accounts, calculate each assigned loan independently, and prepare consolidated summaries when required by procedure.
• Validate required inputs, supporting documentation, and completed quote information for accuracy and completeness.
• Manage assigned work across multiple queues while meeting established quality, documentation, and timeliness expectations.
• Document completed work and route materials through approved workflows.
• Escalate discrepancies, incomplete information, exceptions, and unclear requirements through established channels.
• Complete required training and apply feedback to improve accuracy and independence.
• Protect confidential borrower, financial, and account information.

Benefits

• Medical, Rx, dental, and vision insurance.
• Personal and family sick time and 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: Entry Level
• Education Level: High school or GED