Billing & Settlement Coordinator

SBT Global, Inc.•Santa Ana, CA
•Onsite

About The Position

This role is responsible for settlement related to the freight forwarding business. The coordinator will reinforce relationships with customers and carriers through effective and continuous communication, prepare regular settlement status reports for management, customers, carriers, and headquarters, and improve settlement processes by developing automated solutions to reduce manual processing. The position involves processing customer billing accurately and on time according to company policy, managing and analyzing correction forms for billing corrections in an access database, and reviewing freight documentation to support invoiced charges and payment requirements. The coordinator will utilize accounting knowledge to understand how billing functions affect P&L, audit carrier freight bills, interpret tariffs and contracts, and work with internal technologies. Responsibilities also include investigating potential errors and duplicate carrier billing, performing ad-hoc reporting, and other related duties as required.

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 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
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