Job Family:

Travel Required:

Clearance Required:

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.
• Clear written and verbal communication skills, including concise escalation documentation.
• Ability to work effectively with limited day-to-day direction.
• 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.
• Experience preparing payoff quotes, Statements of Loan Balances, or comparable financial documentation.
• Experience with complex payoff, foreclosure, refinance, property-sale, borrower payoff, or special-exception requests.
• Experience reviewing accounts containing multiple related loans.
• Experience with corrective workflows, document routing, quality-control practices, or advanced account research.
• Experience identifying recurring issues and recommending process improvements.
• Experience providing technical knowledge sharing or procedural guidance to peers.
• Experience in a regulated, procedure-driven, or high-volume financial operations environment.
  

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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 [email protected]. 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 [email protected].  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 [email protected]. 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.