Senior Quoting Analyst

About this role

Job Family: Business Operations Travel Required: None Clearance Required: Ability to Obtain Public Trust What You Will Do: Independently review borrower and loan-level information for complex balance statement and payoff requests. Prepare and validate Statements of Loan Balances and payoff quotes across standard, advanced, and exception-based request types. 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 individual loans within multi-loan borrower accounts and prepare accurate consolidated summaries when required. Determine the appropriate procedural path and resolve issues within established authority. Manage competing priorities across multiple work queues with limited day-to-day direction.

Validate calculation inputs, outputs, supporting documentation, attachments, and routing before submission. Escalate unresolved policy questions, material exceptions, and matters outside assigned authority with clear supporting documentation. Share technical knowledge and provide procedural clarification to team members when needed. Identify recurring issues and recommend practical improvements to procedures, templates, workflows, and controls.

Protect confidential borrower, financial, and account information. What You Will Need: High school diploma or equivalent 3-5 years of experience in financial operations, loan servicing, mortgage operations, account servicing, payment processing, or comparable analytical work. Demonstrated experience independently handling complex account scenarios and exception-based work. Advanced numerical accuracy, analytical ability, and attention to detail.

Ability to perform and validate detailed financial calculations. Ability to research discrepancies, reconcile inconsistent information, and document conclusions. Ability to interpret and apply written procedures, templates, controls, and workflow requirements. Ability to independently prioritize assignments across multiple queues and competing deadlines. Sound judgment and the ability to determine when an issue must be escalated.