Lead Quoting Analyst

Guidehouse; San Antonio (TX); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical Insurance

Rx

Dental & Vision Insurance

401(k) Retirement Plan

Tuition Reimbursement

Paid Holidays

Employee Development & Certifications

On-site Training & Support

Résumé du poste

Guidehouse is seeking a skilled professional in San Antonio, TX to handle complex payoff quoting, balance statements, and multi- loan scenarios. The role combines hands‑on production with mentorship, training, and process improvements within a high‑volume financial operations environment.

The ideal candidate has 5+ years in financial operations or loan servicing, strong numerical accuracy, and the ability to translate complex requirements into practical guidance.

Qualifications

• Demonstrated high numerical accuracy and validation of statements.
• Strong written and verbal communication skills.
• Ability to coordinate priorities across multiple queues and support teams.
• Experience guiding peers or training others in financial operations.

Responsabilités

• Perform and validate complex balance statement and payoff quoting work.
• Serve as escalation point for calculation, documentation, and routing questions.
• Coordinate daily queue coverage and workflow balancing.
• Support multi‑loan and special‑exception payoff requests within scope.
• Provide onboarding, training, and knowledge transfer to teammates.
• Monitor errors and suggest procedural improvements.
• Provide operational updates on queue conditions and risks.

Connaissances

Numerical accuracy

Communication

Workflow coordination

Mentoring/Training

Formation

Associate degree or higher in business/finance

Description du poste

Job Family: Business Operations Travel Required: None Clearance Required: Ability to Obtain Public Trust

What You Will Do:

• Perform and validate the most 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.
• Support corrective workflows by ensuring issues are properly documented, routed, and escalated.
• Protect confidential borrower, financial, and account information.

What You Will Need:

• High school diploma or equivalent.
• 5 years 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 the 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.

What Would Be Nice To Have:

• 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.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

• 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

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or [e-mail]. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at [e-mail]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

guidehouse.com