Billing & Settlement Coordinator

BTI Solutions • Santa Ana, CA

4d

About The Position

The Billing & Settlement Coordinator is responsible for managing the settlement process within the freight forwarding business. This role involves maintaining strong relationships with customers and carriers through effective communication, preparing regular settlement status reports for management and stakeholders, and improving settlement processes through automation. The coordinator will also handle accurate customer billing, manage billing corrections, review freight documentation, and apply accounting knowledge to understand the impact of billing on the Profit & Loss statement. Additionally, the role includes auditing carrier freight bills, interpreting tariffs and contracts, utilizing internal technologies, investigating billing errors, and performing ad-hoc reporting.

Requirements

• Experience in AR & AP, Invoicing, Customer Service or Transportation/Logistics related experience
• Bachelor’s Degree
• Ability to quickly grasp situations to make decisions to ensure problems are resolved and corrected
• Effective written and verbal communications skills to communicate with various levels of the organization
• Proficient with Outlook, Microsoft Office applications PowerPoint, Word
• Proficient with Excel, especially v-lookups and pivot tables
• Ability to work overtime when needed

Responsibilities

• Responsible for settlement related to freight forwarding business
• Reinforce relationship with customers and carriers by leading effective and continuous communications
• Prepare regular settlement status report for SDSA management, customer, carriers and headquarters
• Improve the settlement processes by developing automated processes to reduce manual processing
• Process customer billing accurately on or before deadlines as per requirements and according to company policy for each division
• Manage, analyze & prepare correction forms for billing corrections in access database
• Review and discuss essential freight documentation that supports charges invoiced and is required for payment
• Use accounting knowledges & work experiences and possess understanding of how Billing functions affect P&L
• Audit carrier freight bills and interpret tariffs and contracts
• Work with the internal technologies required for daily functions
• Investigate and diagnose potential errors and duplicate carrier billing
• Perform ad-hoc reporting, as required
• Perform other job related duties as required

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan
• Paid sick leave
• Life, accidental death & dismemberment (AD&D), and long-term disability (LTD) insurance
• Optional voluntary life/AD&D coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level