Loan Quoting & Payoff Analyst (Public Trust)

First Roles; Terrell Hills (TX); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical, Rx, Dental & Vision Insurance

Paid Holidays

401(k) Retirement Plan

Tuition Reimbursement

Employee Development & Learning

Job summary

Guidehouse is seeking a detail-focused financial operations specialist to review borrower and loan-level data, determine payoff calculations, and prepare balance statements using established procedures. You will handle multiple queues, ensure accuracy, protect confidential information, and document work through approved workflows.

The role requires a high school diploma, 1–3 years in finance or administrative processing, and strong numerical accuracy.

Qualifications

• High school diploma or equivalent required.
• 1-3 years in detail-oriented financial, administrative, account-servicing, payment-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

Numerical accuracy

Procedures follow-through

Multi-queue management

Clear communication

Confidential information handling

Analytical thinking

Education

High school diploma or equivalent

Associate degree or higher

Job description

Guidehouse is seeking a detail-focused financial operations specialist to review borrower and loan-level data, determine payoff calculations, and prepare balance statements using established procedures. You will handle multiple queues, ensure accuracy, protect confidential information, and document work through approved workflows.

The role requires a high school diploma, 1–3 years in finance or administrative processing, and strong numerical accuracy.