Route Settlement Clerk
About The Position
The Route Settlement Clerk works with drivers when they return to base, collecting delivery tickets and end-of-day paperwork. The role reconciles driver dock sheets, cash receipts, and checks, and requires strong interpersonal, problem-solving, and organizational skills. The position operates primarily in a controlled office environment with low to moderate noise and may involve fluctuations in work-related demands. It often requires sitting for long periods in front of a computer. Reasonable accommodations may be made for individuals with disabilities. Duties may include other job-related assignments as directed.
Requirements
- Fluent in Spanish and English.
- 1–2 years of experience working with people in a fast-paced environment.
- High school diploma or GED.
- Proficiency in Microsoft Office and proven data-entry experience.
- Exceptional interpersonal skills.
- Effective listening skills to resolve problems.
- Effective problem-solving ability.
- Critical thinking abilities.
- Extensive knowledge of business.
- Confident decision-making ability.
- Outstanding organizational and time-management skills.
Responsibilities
- Match cases returned on dock sheets to end-of-day processes and work with drivers to resolve discrepancies.
- Review final stock reconciliation for missing or extra product and verify that products were correctly sold, shorted, and invoiced.
- Review unserved customers and completed stops; question drivers about unusually high numbers of incomplete stops.
- Review COD customers to verify payments, report discrepancies to Accounts Receivable, and correct or enter payments as needed.
- Review route activity logs; re-enter voided invoices or create new sales invoices, and correct or enter payments.
- Check final deposit reports to verify that cash and checks were entered correctly, using route activity logs as a reference.
- Download driver handheld information.
- Check school tickets to ensure schools were delivered to and tickets were signed; notify Operations about missed deliveries or product shortages.
- Apply sales payments to COD customers and send charge payments to Accounts Receivable.
- Occasionally order office supplies.
- Collect delivery tickets and driver end-of-day paperwork upon drivers' return to base.
- Participate in customer service training to develop communication skills and develop technical and organizational skills.
Benefits
- Medical benefits available after two months of employment.
- Dental benefits available after two months of employment.
- Vision benefits available after two months of employment.
- 401(k).
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
