Quoting Analyst

Guidehouse; San Antonio (TX); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

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

Ausbildung

High school diploma or equivalent

Associate degree or higher in business/finance

Jobbeschreibung

Job Family: Business Operations

Travel Required: None

Clearance Required: Ability to Obtain Public Trust

What You Will Do

• 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.

What You Will Need

• 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.

What Would Be Nice To Have

• 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.

What We Offer

• 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

About Guidehouse

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.

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.

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.

Guidehouse is a global AI-led professional services firm delivering advisory, technology, and managed services to the commercial and government sectors. With an integrated business technology approach, Guidehouse drives efficiency and resilience in the healthcare, financial services, energy, infrastructure, and national security markets. Built to help clients across industries outwit complexity, the firm brings together approximately 18,000 professionals to achieve lasting impact and shape a meaningful future.