Billing & Settlement Coordinator
SBT Global, Inc.•Santa Ana, CA
About The Position
The Billing & Settlement Coordinator is responsible for freight-forwarding settlements and accurate, timely customer billing. The role maintains communications with customers and carriers, prepares settlement-status reports, and helps improve settlement processes through automation. It also supports billing corrections, reviews freight documentation, audits carrier bills, and investigates billing errors. The position is a one-year renewable contract based in Santa Ana, California, with a Monday–Friday schedule from 8:30 AM to 5:30 PM. Pay is $28.74 per hour, depending on experience.
Requirements
- Experience in accounts receivable and accounts payable, invoicing, customer service, or transportation/logistics.
- Bachelor’s degree.
- Ability to quickly assess situations and make decisions to resolve and correct problems.
- Effective written and verbal communication skills for interacting with various levels of the organization.
- Proficiency with Outlook and Microsoft Office applications, including PowerPoint and Word.
- Proficiency with Excel, especially VLOOKUPs and pivot tables.
- Ability to work overtime when needed.
Responsibilities
- Manage settlement activities related to the freight-forwarding business.
- Maintain effective, continuous communication with customers and carriers.
- Prepare regular settlement-status reports for management, customers, carriers, and headquarters.
- Improve settlement processes by developing automation to reduce manual processing.
- Process customer billing accurately, by applicable deadlines, and in accordance with requirements and company policy for each division.
- Manage, analyze, and prepare billing-correction forms in an Access database.
- Review and discuss freight documentation supporting invoiced charges and required for payment.
- Apply accounting knowledge and experience, including understanding how billing functions affect profit and loss.
- Audit carrier freight bills and interpret tariffs and contracts.
- Use internal technology systems required for daily work.
- Investigate and diagnose potential errors and duplicate carrier billing.
- Perform ad hoc reporting as required.
- Perform other job-related duties as required.
