Billing & Settlement Coordinator

10 BTI Solutions, Inc.; Santa Ana (CA); On-site; USD 32,000 - 43,000; 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

10 BTI Solutions, Inc. in Santa Ana is seeking a settlement and billing specialist to manage freight forwarding invoicing, AR/AP, and correction processing. You will prepare status reports for SDSA management, customers, carriers and headquarters, and refine processes with automated solutions.

The role requires strong communication, Excel and Access skills, and the ability to work overtime when needed to ensure timely payments and accurate billing across divisions.

Qualifications

• Bachelor’s Degree required.
• Experience in AR & AP, Invoicing, Customer Service or Transportation/Logistics.
• Strong written and verbal communication skills.
• Proficient with Outlook and Microsoft Office.
• Excel proficiency with VLOOKUPs and pivot tables.
• Ability to work overtime when needed.

Responsibilities

• Settlement management for freight forwarding operations.
• Build and maintain relationships with customers and carriers.
• Prepare regular settlement status reports for management, customers, carriers and headquarters.
• Develop automated processes to reduce manual work.
• Process customer billing accurately and on deadlines.
• Audit and correct billing in the access database.
• Review required freight documentation and tariffs.
• Investigate billing errors and duplicates.
• Perform ad-hoc reporting as needed.

Skills

AR & AP

Invoicing

Customer Service

Transportation/Logistics experience

Communication skills

Microsoft Office

Excel (VLOOKUP, Pivot)

Access database

Overtime flexibility

Education

Bachelor’s Degree

Tools

Outlook

Microsoft Office Suite

PowerPoint

Word

Excel (VLOOKUP, Pivot)

Job description

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 Ability to work overtime when needed

Pay Range:

$23.50 to $31.50/hour

Benefits:

• 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 voluntary life/AD&D coverage

Benefits are subject to eligibility and applicable plan terms.

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.

Corporate Values

• Guided by Integrity We earn trust by keeping our promises and holding ourselves and each other accountable to do the right thing in all circumstances
• Strive for Excellence We strive to deliver quality candidates with efficiency and professionalism leading to the complete satisfaction of our clients
• Stronger Together We embrace each other’s differences and practice collaborative communication to build strong partnerships and relationships to achieve successful outcomes
• Think Big We continuously challenge ourselves and seek innovative ideas to improve and strengthen our company, clients, and partners for long-term success
• Achieve Impact We commit ourselves to empowering and uplifting the people and communities we serve for a better tomorrow

To be the foundation of all connections and the driver of new discoveries, growth, and transformation for our employees, candidates, clients, partners, and community Connecting talented employees and great companies to attain new experiences and opportunities to fulfill their needs and achieve their goals.