Freight Billing & Settlement Specialist: Optimize P&L

SmartRecruiters, Inc.; Santa Ana (CA); On-site; USD 52,000 - 72,000; Full time

Job summary

SmartRecruiters, Inc. is seeking a settlements specialist in Santa Ana, CA to manage freight settlement processes, AR/AP, and invoicing for multiple divisions. You will coordinate with customers, carriers, and headquarters to ensure timely and accurate billing and reporting.

The role requires strong Excel skills (VLOOKUP, pivot tables), effective communication, and the ability to work overtime when needed. Bachelor's degree and logistics experience preferred.

Qualifications

• AR & AP, Invoicing, Customer Service or Transportation/Logistics experience.
• Bachelor’s Degree required.
• Ability to quickly grasp situations to make decisions.
• Effective written and verbal communications.
• Proficient with Outlook and Microsoft Office applications; Excel skills preferred (VLOOKUP, Pivot).
• Ability to work overtime when needed.

Responsibilities

• Settlement for freight forwarding.
• Lead communications with customers and carriers.
• Prepare regular settlement status reports for management, customers, carriers and headquarters.
• Develop automated processes to reduce manual processing.
• Process customer billing accurately on or before deadlines per division policy.
• Manage, analyze & prepare correction forms for billing adjustments in Access.
• Review essential freight documents supporting charges invoiced and required for payment.
• Audit carrier freight bills and interpret tariffs and contracts.
• Work with 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.

Skills

AR & AP

Invoicing

Customer Service

Transportation/Logistics

Education

Bachelor’s degree

Tools

Excel

Outlook

PowerPoint

Job description

SmartRecruiters, Inc. is seeking a settlements specialist in Santa Ana, CA to manage freight settlement processes, AR/AP, and invoicing for multiple divisions. You will coordinate with customers, carriers, and headquarters to ensure timely and accurate billing and reporting.

The role requires strong Excel skills (VLOOKUP, pivot tables), effective communication, and the ability to work overtime when needed. Bachelor's degree and logistics experience preferred.