Route Settlement Specialist

Dairy Challenge; San Antonio, Northern (TX, KY); Hybrid; USD 28,000 - 33,000; Full time

Job summary

Dairy Challenge in San Antonio, TX is seeking a detail-oriented clerk to prepare and reconcile delivery tickets, load sheets, and invoices. You will audit driver paperwork and investigate over/shorts, ensuring accuracy before customer invoicing.

Requirements include a high school diploma, 1–3 years in route settlement or inventory management, proficiency with Microsoft Office, and clear communication skills.

Qualifications

• High school diploma or equivalent required.
• 1–3 years’ experience in route settlement, accounting, or inventory management preferred.
• Proficiency with Microsoft Office Suite and company computer systems; strong attention to detail and communication skills.

Responsibilities

• Prepare, post, and reconcile delivery tickets, load sheets, and invoices.
• Investigate over/shorts on load sheets and delivery tickets. Audit driver paperwork for return to stock and variances.
• Verify tickets and load sheets against the control sheet.
• Monitor completeness of route settlement packages and assist the distribution department with driver training.
• Complete route settlement variance analysis (daily, weekly and monthly).
• Coordinate between Distribution, Cooler and Route Settlement on missing paperwork and product returns.

Skills

Microsoft Office

Attention to detail

Data entry

Written and verbal communication

Interpersonal skills

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Company computer systems

Job description

Under general supervision, prepare and reconcile delivery tickets, load sheets, and invoice sheets. Investigate over/shorts on load sheets and delivery tickets. Mark off tickets and load sheets against control sheet. Check information uploaded from technology devices and correct problems. Assist with PC system input and reports.

JOB DUTIES AND RESPONSIBILITIES

• Prepare, post, and reconcile delivery tickets, load sheets, and invoices
• Investigate over/shorts on load sheets and delivery tickets. Audit/review driver paperwork for return to stock and product dumps and over/shorts
• Investigate variances on all routes that impact product shrink including all return-to-cooler variances from daily route settlements
• Verify tickets and load sheets against control sheet
• Check information uploaded from handheld and other technology devices and correct problems
• Monitor completeness of route settlement packages. Assist the distribution department with driver training around route settlement and end-of-day procedures
• Confirm good returns are properly received by cooler with manager
• Complete route settlement variance analysis (daily, weekly and monthly)
• Coordinate between Distribution, Cooler and Route Settlement departments on missing paperwork documents, product returns, and product dumps
• Problem solve and look for errors before completing customer invoicing
• Analyze route discrepancies and communicate with Distribution Supervisors as necessary
• Support and cross train to relieve other employees at facility who are on vacation, sick, etc.
• The requirements herein are intended to describe the general nature and level of work performed by employee, but is not a complete list of responsibilities, duties, and skills required. Other duties may be assigned as required

Requirements

• High school diploma or equivalent
• Office or related experience, including experience using computers
• 1 to 3 years’ experience in route settlement, accounting, or inventory management preferred
• Certification and/or License – may be required during course of employment

• Proficiency and skill with Microsoft Office Suite and company computer systems
• Able to work with accuracy and detail oriented
• Able to communicate clearly and effectively, both verbally and in writing
• Able to interact positively and work effectively with others (interpersonal skills)
• Able to follow directions
• Able to organize own work activities
• Able to work in a fast-paced environment
• Able to complete basic arithmetic, such as addition, subtraction, multiplication and division,
• Must be able to read, write and speak English

An Equal Opportunity Employer including Disabled/Veterans

Pay Range

$20.00

An Equal Opportunity Employer including Disabled/Veterans

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