Loan Payoff & Balance Quote Specialist

Guidehouse; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

Sick Time & Holidays

Discretionary bonus

Parental Leave

401(k) Retirement Plan

Life Insurance

HSAs & FSAs

Disability Insurance

Tuition Reimbursement

Skills Development

Employee Referral Program

Corporate Events

Emergency Childcare

Job summary

Guidehouse in the United States is seeking a detail-oriented Loan Operations Associate to review borrower and loan-level data, prepare balance statements and payoff quotes, and support multiple queues with accuracy.

You will follow established procedures, validate information, protect confidential data, and complete training to improve accuracy and independence in a high-volume, production-driven environment.

Qualifications

• 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.

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.

Skills

Detail-oriented

Strong numerical accuracy

Review borrower, account, and loan‑lvl

Calculations and validation

Follow procedures and controls

Manage multiple queues

Escalate incomplete information

Clear written and verbal communication

Protect confidential information

Education

High school diploma or equivalent

Associate degree or higher in business/finance

Job description

Guidehouse in the United States is seeking a detail-oriented Loan Operations Associate to review borrower and loan-level data, prepare balance statements and payoff quotes, and support multiple queues with accuracy.

You will follow established procedures, validate information, protect confidential data, and complete training to improve accuracy and independence in a high-volume, production-driven environment.