Lead Quoting Analyst

Lead Quoting Analyst We use cookies on this site with your consent to analyze our traffic and optimize your user experience. For more information on the types of cookies we use and how you can manage cookies, visit our Cookie Policy. By clicking “Accept Cookies” you agree to the storing of cookies on your device. Please note that if you opt-out, you may not be able to use the full functionalities of the website.###

Lead Quoting Analyst Apply:
US - TX, San Antonio:
Full time:
Posted Today:
45597
** Job Family:
** Business Operations
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* Travel Required:

** None
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* Clearance Required:

** Ability to Obtain Public Trust##
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* What You Will Do:

*** Perform and validate the most complex, unusual, and exception-based balance statement and payoff quoting work.
* Serve as the first functional escalation point for calculation, procedural, documentation, and routing questions.
* Coordinate daily queue coverage, work prioritization, and workflow balancing in alignment with management direction.
* Support advanced multi-loan, corrective, foreclosure, refinance, property-sale, borrower-payoff, and special-exception requests within authorized scope.
* Conduct authorized quality and completeness reviews and provide clear corrective guidance.
* Support employee onboarding, training, knowledge transfer, refresher instruction, and maintenance of practical job aids.
* Provide day-to-day functional guidance to quoting analysts while maintaining hands-on production responsibilities.
* Monitor recurring questions, errors, rework, and workflow challenges and recommend improvements to procedures, templates, controls, or routing.
* Prepare concise operational updates regarding queue conditions, aging work, blockers, emerging risks, and support needs.
* Coordinate with management on matters requiring policy interpretation, client direction, staffing decisions, or formal authority.
* Support corrective workflows by ensuring issues are properly documented, routed, and escalated.
* Protect confidential borrower, financial, and account information.  ##
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* What You Will Need:

*** High school diploma or equivalent.
* 5 years experience in financial operations, loan servicing, mortgage operations, account servicing, payment processing, or comparable analytical work.
* Demonstrated experience handling complex and exception-based account scenarios with limited oversight.
* Expert-level numerical accuracy, account review, calculation validation, and documentation skills.
* Ability to independently resolve complex quoting scenarios within established procedures and authority.
* Experience providing peer guidance, training support, quality review, workflow coordination, or subject-matter expertise.
* Ability to coordinate priorities and daily work across multiple operational queues.
* Ability to serve as a functional escalation point and translate complex requirements into practical guidance.
* Ability to identify recurring errors, operational risks, control gaps, and process-improvement opportunities.
* Sound judgment and the ability to distinguish functional decisions from matters requiring management or client direction.
* Strong 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 administration, finance, accounting, or a related field.
* Advanced experience preparing payoff quotes, Statements of Loan Balances, or comparable financial documentation.
* Experience with foreclosure, refinance, property-sale, borrower-payoff, special-exception, corrective, or multi-loan requests.
* Experience in quality assurance, root-cause analysis, operational reporting, or process improvement.
* Experience serving as a team…