Logistics Billing & Settlement Coordinator

Ultimate Staffing; Santa Ana (CA); On-site; USD 56,000 - 62,000; Full time

Job summary

Ultimate Staffing seeks a Billing & Settlement Coordinator for a 1-year contract in Santa Ana, CA, onsite. The role focuses on settlement related to the freight forwarding business, with responsibilities to improve processes and manage billing accuracy.

Requirements include AR & AP experience, a Bachelor's Degree, and strong communication skills. Proficiency in Excel (VLOOKUP, Pivot) and MS Office is expected, with overtime flexibility as needed.

Qualifications

• Experience in AR and AP, invoicing, or transportation/logistics roles.
• Bachelor's Degree required.
• Strong written and verbal communication skills.
• Proficient in Outlook and Microsoft Office (PowerPoint, Word).

Responsibilities

• Manage settlement processes for the freight forwarding business.
• Maintain strong communications with customers and carriers.
• Prepare regular settlement status reports for SDSA management and HQ.
• Audit and improve settlement processes by developing automated workflows.
• Process customer billing on time according to policy for each division.
• Review and correct billing in access database as needed.
• Review essential freight documents that support charges for payment.
• Understand how Billing impacts P&L and use related accounting knowledge.
• Audit carrier freight bills and interpret tariffs and contracts.
• Engage with internal technologies for daily functions and ad-hoc reporting.

Skills

AR & AP experience

Invoicing

Customer Service

Transportation/Logistics experience

Written & Verbal communication

Overtime availability

Education

Bachelor's Degree

Tools

Excel (VLOOKUP, Pivot)

Microsoft Office Suite (Outlook, Word, PowerPoint)

Job description

Job Title: Billing & Settlement Coordinator

Contract Term: 1 year
Pay Rate: $28/hr.
Work Schedule: 8:30 AM-5:30 PM (M-F)
Work Locations: Santa Ana, CA 92707 (Onsite)

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

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.