Assistant Manager, Trustee Billing and Reporting

Accountabilities: • Lead and oversee Trustee Billing operations, including Billing Team Leads and Billing Analysts, ensuring milestone-based billing is completed accurately and within established SLAs.

• Manage the end-to-end trustee billing lifecycle, ensuring all billable services are invoiced accurately, promptly, and according to customer requirements and contractual timelines.

• Ensure transferred loans and servicing portfolios are identified promptly and that all billable activities are tracked and invoiced to the appropriate servicer, helping prevent revenue leakage.

• Monitor billing volumes, workflow performance, aged unbilled balances, operational bottlenecks, and SLA adherence, implementing corrective actions where required.

• Coach and develop team members while maintaining a motivated, accountable, and high-performing billing organization.

• Prepare regular SLA reports, operational updates, risk assessments, and performance metrics for senior leadership.

• Prepare and review weekly and month-end revenue reporting based on completed milestones and delivered services.

• Ensure revenue activity is accurately communicated to Accounting within month-end close timelines, including Business Day 1 reporting requirements.

• Maintain visibility of recognized but unbilled revenue and ensure timely invoicing when 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 and relevant stakeholders, covering actual results, forecasts, variances, billing trends, and revenue risks.

• Prepare forecast packages and monthly revenue reporting for management and business leadership.

• Perform variance analysis and provide clear commentary on business performance and revenue trends.

• Support internal and external audits, SOX compliance activities, reconciliations, and documentation requirements.

• Drive process improvement, automation, and AI-enabled initiatives to enhance billing accuracy, efficiency, reporting quality, and scalability.

• Partner with Operations, Finance, Accounting, and client stakeholders to maintain strong service delivery and customer satisfaction.

• Maintain appropriate internal controls, audit trails, approvals, and supporting documentation for billing and revenue-related activities.

Requirements:

• Graduate degree or equivalent educational qualification.

• 7+ years of post-qualification experience , preferably within the title or mortgage industry .

• Strong people leadership, coaching, team development, and performance management capabilities.

• Proven ability to manage deadlines and priorities within a high-volume, SLA-driven operational environment.

• Advanced proficiency in Microsoft Excel and Microsoft Office , with strong analytical capabilities.

• Experience with MS SQL and the ability to work with operational and financial data.

• Strong conceptual, analytical, problem-solving, and decision-making skills, with a willingness to perform detailed analysis when required.

• Exceptional attention to detail and a strong commitment to accuracy, quality, and operational controls.

• Excellent verbal and written communication skills, with the ability to work effectively with internal teams, senior leaders, and client stakeholders.

• Proactive, assertive, self-motivated, and deadline-conscious, with a strong sense of accountability and ownership.

• Ability to adapt to changing priorities and operate effectively in a dynamic organization.

• Strong teamwork and interpersonal skills, combined with the ability to work independently when required.

• A continuous improvement mindset, with an interest in automation, process optimization, and AI adoption.

Benefits:

• Competitive compensation based on experience, skills, and qualifications.

• Health and wellness support designed to promote employee well-being.

• Comprehensive insurance coverage, including medical, personal accident, and life insurance .

• 6 paid days off per year .

• Employee engagement and workplace culture programs.

• Opportunities to participate in community service initiatives , including charitable programs such as Habitat for Humanity.

• Opportunities to contribute to automation, AI, and process improvement initiatives.

• Professional development and leadership experience within a dynamic mortgage and real estate services environment.

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