Senior Quoting Analyst

Guidehouse • San Antonio, TX

3d

About The Position

The Senior Quoting Analyst independently reviews borrower- and loan-level information for complex balance statement and payoff requests. The role prepares and validates Statements of Loan Balances and payoff quotes for standard, advanced, and exception-based requests, researching unusual account conditions, missing or conflicting documentation, and calculation discrepancies. Work includes complex grant, principal and interest, receivable, recapture, appraisal-related, multi-loan, and other authorized quoting requests.

The analyst evaluates loans within multi-loan borrower accounts and prepares consolidated summaries when required. The role determines appropriate procedural paths and resolves issues within established authority, manages competing priorities across multiple work queues with limited day-to-day direction, and validates calculation inputs and outputs, supporting documents, attachments, and routing before submission. Unresolved policy questions, material exceptions, and matters outside assigned authority are escalated with supporting documentation. The analyst also shares technical knowledge with team members, recommends improvements to procedures and workflows, and protects confidential borrower, financial, and account information.

Requirements

• High school diploma or equivalent.
• 3–5 years of experience in financial operations, loan servicing, mortgage operations, account servicing, payment processing, or comparable analytical work.
• Demonstrated experience independently handling complex account scenarios and exception-based work.
• Advanced numerical accuracy, analytical ability, and attention to detail.
• Ability to perform and validate detailed financial calculations.
• Ability to research discrepancies, reconcile inconsistent information, and document conclusions.
• Ability to interpret and apply written procedures, templates, controls, and workflow requirements.
• Ability to independently prioritize assignments across multiple queues and competing deadlines.
• Sound judgment and ability to determine when an issue must be escalated.
• Clear written and verbal communication skills, including concise escalation documentation.
• Ability to work effectively with limited day-to-day direction.
• 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.
• Experience preparing payoff quotes, Statements of Loan Balances, or comparable financial documentation.
• Experience with complex payoff, foreclosure, refinance, property-sale, borrower payoff, or special-exception requests.
• Experience reviewing accounts containing multiple related loans.
• Experience with corrective workflows, document routing, quality-control practices, or advanced account research.
• Experience identifying recurring issues and recommending process improvements.
• Experience providing technical knowledge sharing or procedural guidance to peers.
• Experience in a regulated, procedure-driven, or high-volume financial operations environment.

Responsibilities

• Review borrower- and loan-level information for complex balance statement and payoff requests.
• Prepare and validate Statements of Loan Balances and payoff quotes across standard, advanced, and exception-based request types.
• Research unusual account conditions, missing information, conflicting documentation, and calculation discrepancies.
• Process complex grant, principal and interest, receivable, recapture, appraisal-related, multi-loan, and other authorized quoting requests.
• Evaluate individual loans within multi-loan borrower accounts and prepare accurate consolidated summaries when required.
• Determine the appropriate procedural path and resolve issues within established authority.
• Manage competing priorities across multiple work queues with limited day-to-day direction.
• Validate calculation inputs and outputs, supporting documentation, attachments, and routing before submission.
• Escalate unresolved policy questions, material exceptions, and matters outside assigned authority with clear supporting documentation.
• Share technical knowledge and provide procedural clarification to team members when needed.
• Identify recurring issues and recommend practical improvements to procedures, templates, workflows, and controls.
• Protect confidential borrower, financial, and account information.

Benefits

• Medical, prescription drug, 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