Billing Coordinator

MindSource; Santa Ana (CA); On-site; USD 71,635,000 - 82,656,000; Full time

Job summary

MindSource is seeking a Billing & Settlement Coordinator in Santa Ana, CA for a 1-year term. The role focuses on settlement of freight forwarding charges and accurate customer billing within established deadlines.

You will work closely with customers, carriers and internal teams to optimize processes, improve reporting, and ensure accurate P&L impacts. Strong Excel skills and MS Office proficiency are required.

Qualifications

• Bachelor's Degree required.
• Experience in AR & AP, Invoicing, Customer Service or Transportation/Logistics related experience.
• Strong communication skills and ability to resolve problems.
• Proficient with MS Office tools including Excel (VLOOKUP and Pivot Tables).

Responsibilities

• Handle settlement related to freight forwarding business.
• Reinforce relationships with customers and carriers through effective communications.
• Prepare settlement status reports for SDSA management and stakeholders.
• Develop automated processes to reduce manual work in settlement tasks.
• Process customer billing accurately by deadlines per division policy.
• Maintain, analyze and prepare correction forms for billing in the access database.

Skills

AR & AP experience

Invoicing experience

Customer service experience

Transportation/Logistics experience

Decision-making

Strong communication skills

Education

Bachelor's Degree

Tools

Outlook

Microsoft Excel

PowerPoint

Microsoft Word

Job description

Job Title: Billing & Settlement Coordinator

Location: Santa Ana, CA

Contract Term: 1 year

Work Schedule: 8:30 AM–5:30 PM (M-F)

Pay Rate: $27/hr on W2

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

Requirements/Qualifications:

• 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