Billing & Settlement Coordinator

BTI Solutions, Inc.; Santa Ana (CA); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) retirement plan

Paid sick leave

Life, AD&D, and LTD insurance

Voluntary life/AD&D coverage

Job summary

BTI Solutions, Inc. in Santa Ana, CA seeks a Billing & Settlement Coordinator to manage settlement related to freight forwarding operations and ensure accurate customer billing.

You will reinforce relationships with customers and carriers through clear communication and provide regular settlement reports to management. Ideal candidates have AR/AP experience, a Bachelor's degree, and strong MS Office skills (Excel with VLOOKUP & Pivot).

Qualifications

• Bachelor’s Degree required.
• Experience in AR & AP, invoicing and customer service.
• Strong written and verbal communication skills.
• Proficient with Microsoft Office; Excel expertise required.
• Ability to work overtime when needed.

Responsibilities

• Process customer billing accurately on or before deadlines.
• Audit carrier freight bills and interpret tariffs and contracts.
• Prepare regular settlement status reports for management, customers, carriers and headquarters.
• Audit and correct billing using Access database.
• Investigate errors and duplicate carrier billing.
• Perform ad-hoc reporting as required.
• Review essential freight documentation that supports charges invoiced and payments.
• Reinforce relationships with customers and carriers through effective communication.
• Support daily functions with internal technologies.

Skills

Accounts Receivable

Accounts Payable

Invoicing

Customer Service

Logistics

Education

Bachelor’s Degree

Tools

Excel (VLOOKUP, Pivot)

Outlook

PowerPoint

Word

Job description

Billing & Settlement CoordinatorJob DescriptionResponsibilities:Responsible for settlement related to freight forwarding businessReinforce relationship with customers and carriers by leading effective and continuous communicationsPrepare regular settlement status report for SDSA management, customer, carriers and headquartersImprove the settlement processes by developing automated processes to reduce manual processingProcess customer billing accurately on or before deadlines as per requirements and according to company policy for each divisionManage, 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 contractsWork 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 requiredRequirements/Qualifications:Experience in AR &AP, Invoicing, Customer Service or Transportation/Logistics related experienceBachelor’s DegreeAbility to quickly grasp situations to make decisions to ensure problems are resolved and correctedEffective written and verbal communications skills to communicate with various levels of the organizationProficient with Outlook, Microsoft Office applications PowerPoint, WordProficient with Excel, especially v-lookups and pivot tablesAbility to work overtime when neededPay Range: $23.50 to $31.50/hourBenefits: Medical, dental, and vision insurance; 401(k)retirement plan; paid sick leave; life, accidental death & dismemberment(AD&D), and long-term disability (LTD) insurance; and optional voluntarylife/AD&D coverage. Benefits are subject to eligibility and applicable planterms.-Why work at BTI?We’re committed to creating a workplace where employees feel valued, supported, and empowered to grow. Our team benefits from competitive compensation, comprehensive health and wellness offerings, and opportunities for professional development. We are proud to be an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, veteran status, or any other legally protected status.We comply with all applicable federal, state, and local employment laws, including those related to fair hiring practices, pay transparency, workplace safety, and reasonable accommodations. We are dedicated to maintaining an inclusive environment where everyone has the opportunity to succeed and contribute meaningfully.