Senior Loan Quote Specialist

Guidehouse; San Antonio (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Holidays

Tuition Reimbursement

Job summary

Guidehouse is seeking an experienced Financial Operations Specialist in San Antonio, TX, to independently review borrower and loan-level information for balance statements and payoff requests. You will prepare statements, validate calculations, and resolve discrepancies across complex scenarios.

You will manage multiple queues, escalate unresolved questions, and share procedural knowledge with teammates while protecting confidential borrower information.

Qualifications

• 3-5 years of experience in financial operations, loan servicing, or related analytical work.
• Ability to perform and validate detailed financial calculations.
• Experience reviewing complex accounts and exception-based work.
• Strong numerical accuracy and attention to detail.
• Good written and verbal communication for escalation.

Responsibilities

• Independently review borrower and loan-level information for balance and payoff requests.
• Prepare and validate Statements of Loan Balances and payoff quotes across standard, advanced, and exception-based requests.
• Research unusual account conditions, missing information, conflicting documentation, and calculation discrepancies.
• Process complex grant, principal and interest, receivable, recapture, appraisal-related, multi-loan and other authorized quoting requests.
• Evaluate loans within multi-loan borrower accounts and prepare consolidated summaries when required.
• Determine procedural path and resolve issues within established authority.
• Manage competing priorities across multiple work queues with limited direction.
• Validate inputs/outputs and attachments before submission; escalate when needed.
• Share knowledge and provide procedural clarification to teammates.
• Identify recurring issues and suggest improvements to procedures and workflows.

Skills

Financial analysis

Attention to detail

Loan servicing

Research & discrepancy resolution

Regulatory compliance

Education

Associate degree or higher in business/finance

Tools

Microsoft Excel

Job description

Guidehouse is seeking an experienced Financial Operations Specialist in San Antonio, TX, to independently review borrower and loan-level information for balance statements and payoff requests. You will prepare statements, validate calculations, and resolve discrepancies across complex scenarios.

You will manage multiple queues, escalate unresolved questions, and share procedural knowledge with teammates while protecting confidential borrower information.