Invoicing & Operations Coordinator
About The Position
DAT is looking for an Invoicing & Operations Coordinator to join our DAT/Outgo team. Outgo is a fintech platform built specifically for truckers' needs. We provide a vertical banking solution that combines invoicing, accounting, factoring, and banking in one platform to optimize cash flow and eliminate exorbitant rates, hidden fees, and long contracts. Our mission is to revolutionize money management for trucking companies and help them save money while growing their businesses. We're looking for someone to join our Operations team who will own the full transaction lifecycle - from invoice processing through to post-funding reconciliation while collaborating cross-functionally to keep operations running accurately and on time. This role is ideal for someone who combines operational precision with a proactive mindset in a fast-paced fintech environment.
Requirements
- 1–3 years of experience in operations, invoicing, payments, or a related role
- Strong attention to detail and a track record of accuracy under pressure
- Clear and confident communicator, both written and verbal
- Proficiency in Excel and comfort with data analysis tools
- Able to prioritize effectively and deliver on deadlines without sacrificing quality
- A self-starter with a collaborative, team-first mindset
- Comfortable with ambiguity and always looking to improve the process
Nice To Haves
- Background in financial services, freight, or a high-volume transactional environment is a plus
- experience with SQL or BI tools is a plus
Responsibilities
- Process and verify invoices for factoring eligibility, ensure documentation accuracy, and resolve related escalations in a timely manner
- Investigate and resolve post-funding exceptions including payment discrepancies and misapplications
- Monitor outstanding balances and conduct third-party outreach to resolve open items
- Identify and escalate risk signals across client and counterparty accounts
- Manage daily and weekly alert-based workflows and outreach queues with consistency and accuracy
- Maintain data integrity across internal systems and keep records current and audit-ready
- Partner with risk and service delivery teams to drive issue resolution
- Contribute to process improvement and help strengthen operational documentation and standards
Benefits
- target bonus
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
