Billing & Settlement Specialist — Freight & AR/AP

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

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.