Job Opportunities API

Job Title: Assistant – Billing & Collections, Full-time Location: Remote, Philippines Our partner is a US-based, elite modern coaching company that helps Mortgage Loan Officers improve their performance, grow their businesses, and achieve sustainable results. They are looking for a highly accurate, dependable, and proactive Assistant focused on Billing and Collections. This is a hands-on support position—not a managerial or senior finance role—for someone who takes ownership of their work and can confidently manage payment-related tasks from beginning to end. Role Overview The Assistant – Billing & Collections will be responsible for maintaining accurate accounts receivable records, following up on failed and outstanding payments, handling chargebacks and disputes, and supporting commission-related adjustments. You will become the team’s trusted source for understanding what has been paid, what remains outstanding, and why. The ideal candidate takes pride in accuracy, acts with urgency, communicates confidently with customers, and identifies process issues rather than quietly working around them. This position regularly handles sensitive financial, payment, and compensation information. Strict confidentiality is a condition of employment and will be covered by a formal confidentiality agreement. Key Responsibilities Accounts Receivable and Payment Accuracy • Maintain accurate records of customer balances, payments, and outstanding amounts across monthly, bi-weekly, installment, and other payment arrangements. • Monitor failed and overdue payments across multiple payment platforms. • Follow up directly with customers and internal stakeholders until each outstanding payment is collected, escalated, or formally written off. • Manage collections conversations through email, text message, phone calls, and Circle direct messages. • Communicate firmly and professionally with customers regarding missed or failed payments while maintaining a positive relationship. • Regularly reconcile payment platform transactions against internal records to identify and resolve discrepancies promptly. Chargebacks and Disputes • Manage chargebacks and payment disputes from beginning to end. • Gather relevant evidence, communication records, transaction details, and supporting documentation. • Prepare and submit complete dispute responses before payment platform deadlines. • Maintain clear records of dispute outcomes, refunds, reversals, and related decisions. Commission Support • Work closely with the Operations Assistant responsible for managing the monthly commission cycle. • Ensure chargebacks, refunds, cancellations, and failed payments are reflected in the appropriate commission clawbacks and adjustments. • Prepare clean, accurate, and well-documented billing data that supports commission calculations. • Help ensure commission figures are finalized accurately and without unexpected adjustments at payout. • Serve as backup support for the commission cycle when needed. Referral and Affiliate Payouts • Review and process customer referral and affiliate payout requests. • Verify eligibility, confirm payment information, and ensure payouts comply with company policies. • Apply referral and payout policies consistently. • Identify and escalate unusual cases that require management approval or a judgment call. Systems, Documentation, and Process Improvement • Follow, maintain, and improve written procedures for payment, collection, commission, and payout activities. • Maintain reliable trackers using Google Sheets, Excel, and other operational tools. • Keep a complete and organized paper trail so every payment-related decision can be reviewed by someone who was not involved in the original conversation. • Identify manual, confusing, repetitive, or error-prone processes and recommend practical improvements. • Support reporting, dashboard, and w