Customer Service Representative (Financial Exp)

Private Advertiser; Makati; On-site; PHP 357,000 - 469,000; Full time

Job summary

Private Advertiser is seeking a Customer Service Representative - Financial in Makati to act as a dedicated financial support point of contact. You will verify load and billing accuracy, review transportation records in Oracle Transportation Management, and resolve billing discrepancies to ensure precise financial documentation.

You will handle freight billing inquiries, validate charges against approved rates, and provide cross-functional coordination with internal teams for timely updates.

Qualifications

• Proven professional experience in customer service, financial support, billing operations, or logistics administration.
• Working knowledge of Oracle Transportation Management (OTM) or a comparable enterprise transportation system.
• Solid foundational understanding of transportation, freight forwarding, and invoice reconciliation processes.
• Exceptional data entry precision, record-keeping skills, and high attention to detail.
• Clear written and verbal English communication skills for professional client and cross-functional coordination.
• Ability to manage and prioritize a high volume of daily administrative emails and time-sensitive requests.

Responsibilities

• Provide responsive customer support and coordinate with internal teams regarding freight billing, rate inquiries, and account updates.
• Review transportation records and validate freight charges against customer-approved rates to ensure complete billing accuracy.
• Identify, document, and resolve financial billing discrepancies by updating records accordingly.
• Navigate OTM platforms (such as Buy Shipments and Buy Shipment Search) to locate, sort, and manage loads for assigned carrier portfolios.
• Apply consistent validation workflows across active, new, and canceled shipment accounts, ensuring clear account status logging.
• Process high-volume daily transportation emails to extract shipment requests, rate updates, cancellations, and billing instructions.
• Compare system charges against email-provided rates and flag any variances requiring financial adjustment or customer follow-up.

Skills

Customer service

Financial support

Billing operations

Logistics administration

Tools

Oracle Transportation Management (OTM)

Microsoft Excel

Email management tools

Ticketing systems

Job description

Position Description

The Customer Service Representative - Financial acts as a dedicated financial support point of contact, responsible for verifying load and billing accuracy for transportation accounts. This role combines client-facing communication with back-office financial auditing by reviewing transportation records, validating shipment charges within Oracle Transportation Management (OTM), and resolving billing discrepancies to ensure precise financial documentation.

Functions

• Provide responsive customer support and coordinate with internal teams regarding freight billing, rate inquiries, and account updates.

• Review transportation records and validate freight charges against customer-approved rates to ensure complete billing accuracy.

• Identify, document, and resolve financial billing discrepancies by updating records accordingly.

• Navigate OTM platforms (such as Buy Shipments and Buy Shipment Search) to locate, sort, and manage loads for assigned carrier portfolios.

• Apply consistent validation workflows across active, new, and canceled shipment accounts, ensuring clear account status logging.

• Process high-volume daily transportation emails to extract shipment requests, rate updates, cancellations, and billing instructions.

• Compare system charges against email-provided rates and flag any variances requiring financial adjustment or customer follow-up.

Qualifications and Requirements

• Proven professional experience in customer service, financial support, billing operations, or logistics administration.

• Working knowledge of Oracle Transportation Management (OTM) or a comparable enterprise transportation system.

• Solid foundational understanding of transportation, freight forwarding, and invoice reconciliation processes.

• Exceptional data entry precision, record-keeping skills, and high attention to detail.

• Clear written and verbal English communication skills for professional client and cross-functional coordination.

• Ability to manage and prioritize a high volume of daily administrative emails and time-sensitive requests.

Technical Skills & Systems

• Transportation Management Systems: Oracle Transportation Management (OTM) — Load lookup, Buy Shipments, and record management.

• Office & Email Tools: High-volume email management clients, Microsoft Excel / spreadsheet tools for financial tracking.

• Communication Platforms: Professional customer service ticketing, chat, and phone support tools.