Quoting Analyst with Security Clearance

First Roles; Terrell Hills (TX); Presencial; USD 42.000 - 62.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Rx, Dental & Vision Insurance

Paid Holidays

401(k) Retirement Plan

Tuition Reimbursement

Employee Development & Learning

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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

Conocimientos

Detail-oriented

Numerical accuracy

Procedures follow-through

Multi-queue management

Clear communication

Confidential information handling

Analytical thinking

Educación

High school diploma or equivalent

Associate degree or higher

Descripción del empleo

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 escalates 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

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. Benefits include:

• 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 . 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 . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.