Quoting Analyst
Guidehouse
Job Family :
Business Operations
Travel Required :
Clearance Required :
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.
#LI-DNI
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 EmployerProtected 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- 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 @ 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 Guidehouses 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 applicants 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.
Required Experience:
IC
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