Assistant Manager, Trustee Billing and Reporting
Department:
Job Summary
Job Description
Lead and oversee Trustee Billing operations including Billing Team Leads and Billing
Analysts ensuring milestone-based billing is completed accurately and within
established SLAs.
Provide end-to-end oversight of the Trustee billing lifecycle and ensure all billable
services are invoiced timely accurately and in accordance with the specific customer
requirements and contractual billing timelines.
Ensure transferred loans and servicing portfolios are promptly identified as soon as
reported to the billing team and that all billable activities are tracked and invoiced to
the appropriate servicer preventing revenue leakage.
Monitor billing performance workflow volumes aged unbilled balances and
operational bottlenecks implementing corrective actions to ensure timely billing
execution.
Drive SLA adherence through regular performance monitoring reporting coaching and
escalation management while maintaining a high-performing and motivated team.
Provide regular SLA reporting operational updates risk assessments and performance
metrics to the Senior Manager Billing Operations.
Prepare and review weekly and month-end revenue reporting based on completed
milestones and services delivered to customers.
Ensure revenue activity is accurately reported to the Accounting team within the
month-end close calendar including Business Day 1 reporting requirements.
Maintain complete visibility of recognized but unbilled revenue and ensure timely
invoicing once billing milestones are achieved.
Prepare monthly revenue forecasts using actual results trends operational activity and
pipeline information.
Coordinate monthly revenue review meetings with the Corporate Controller to discuss
actual results forecasts variances billing trends and revenue risks.
Prepare forecast packages and monthly revenue reporting for review by the Senior
Manager Billing Operations and business leadership.
Perform variance analysis and provide concise commentary on business performance
and revenue trends.
Support internal and external audits SOX compliance activities reconciliations and
documentation requests.
Drive process improvement automation and AI-enabled initiatives to improve billing
accuracy operational efficiency reporting quality and scalability.
Partner with Operations Finance Accounting and client stakeholders to ensure high
levels of service delivery and customer satisfaction.
Maintain strong internal controls audit trails approvals and supporting documentation
for billing and revenue-related activities.
Qualifications :
Qualification:
The candidate should be a Graduate.
Should have 7 years of post-qualification work experience in a Title or Mortgage Industry
Good interpersonal and leadership skills.
Proactive deadline-conscious and assertive
Expertise in MS office and MS SQL
Smart with good interpersonal and communication skills
Should possess high energy level be a self-starter a good team player self-motivated and driven to meet the ever-changing demands of a dynamic organization
Solid conceptual problem solving and analytical skills; readily willing to perform detailed analysis as needed.
Key Competencies
Exceptional attention to detail and commitment to quality.
Strong people leadership coaching and team development skills.
Advanced Microsoft Excel and analytical capabilities.
Ability to manage deadlines in a high-volume SLA-driven environment.
Strong accountability ownership mindset and pride in delivering accurate results.
Excellent communication and stakeholder management skills.
Continuous improvement mindset with focus on automation and AI adoption.
Additional Information :
Competitive salary based on your experience and skills
Good Health
Comprehensive insurance plans like Medical Personal Accident Benefit and Life Insurance
Happiness
6 paid days off per year
Employee engagement programs
Opportunities to join our community service initiatives including Habitat for Humanity
Are you up to the challenge What are you waiting for Apply today!
If you have any questions or concerns feel free to reach out to us at
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race religion color national origin gender sexual orientation age marital status veteran status or disability status.
Remote Work :
Yes
Employment Type :
Full-time
About Company
We are seeking a results-driven Credit Reporting Agency Sales Executive to drive revenue growth through strategic sales of credit data, due diligence solutions, and secondary market portfolios to mortgage brokerages, lenders, and institutional investors. This role is ideal for a high- ... View more