Inbound Billing and Settlement Staff

The Inbound Billing and Settlement Staff role involves managing all settlement processes related to freight forwarding, ensuring accurate billing for customers, and maintaining strong communication with both customers and carriers. You’ll prepare regular status reports, develop improved automated processes, and audit freight bills, all while working to ensure our P&L remains healthy.

For the Inbound Billing and Settlement Staff position, candidates should possess a Bachelor’s degree and have experience in accounts receivable, invoicing, and possibly in transportation or logistics. Proficiency in Excel and strong communication skills are also vital for success in this role.

When applying for the Inbound Billing and Settlement Staff position, be sure to highlight your analytical skills, attention to detail, and proficiency in Excel, especially with tools like v-lookups and pivot tables. Showcase your ability to communicate effectively across various levels within the organization as well.

Absolutely! The Inbound Billing and Settlement Staff role serves as a great entry point into the logistics and finance sectors. With the experience gained from the role, opportunities can lead to more senior positions or specialized roles within our organization.

As an Inbound Billing and Settlement Staff member, you can expect a collaborative and supportive work environment in our Santa Ana, CA office. We encourage open communication and teamwork, ensuring that everyone can contribute ideas and make positive changes within our processes.

As an Inbound Billing and Settlement Staff, your daily tasks will include preparing and processing customer billing, auditing carrier freight bills, preparing status reports, and managing data corrections, among others. You'll be actively engaging with various teams to support settlement-related communication.

Yes! When you join us as the Inbound Billing and Settlement Staff, you will receive comprehensive training to familiarize yourself with our systems and processes. We believe in investing in our team’s success from the very beginning.

In answering this question, draw from your past roles where you handled accounts receivable, detailing specific tasks such as billing, managing payments, and resolving discrepancies. Emphasize your understanding of how accurate receivables impact overall company finances and operations.

When answering this question, showcase your methods of double-checking calculations and documents, using technology effectively, and following company policies to ensure accuracy. Mention any relevant software or tools that you have utilized to maintain billing fidelity.

Describe a systematic approach to auditing carrier freight bills, which should include reviewing the terms of contracts and tariffs, cross-checking against invoices, and identifying discrepancies. Highlight your attention to detail and analytical thinking.

Focus on the importance of communication in relationship management. Discuss techniques for building rapport, regular check-ins, and proactive addressing of issues that may arise in the billing process.

Prepare a case where you identified a bottleneck in the billing process, then explain the steps you took to streamline operations, such as automating tasks or enhancing reporting systems. Emphasize the positive outcomes of your improvements.

Share a specific instance that showcases your problem-solving skills. Outline the challenge, your thought process, and the actions you took to find a resolution. Highlight the skills you used in the situation.

Clarify your experience with Excel and why you find it essential for handling billing tasks. Provide examples of when you've effectively utilized v-lookups or pivot tables to analyze data for billing or operational reports.

Discuss your time management strategies and tools for prioritizing tasks. Give examples of techniques such as setting deadlines, maintaining checklists, or using project management software to help keep everything organized during crunch times.

Explain your approach towards conflict resolution, emphasizing your communication skills and systematic analysis of the issue at hand. Discuss staying calm, collecting data, and providing solutions to ensure customer satisfaction.

Tailor your answer to reflect your interest in logistics and billing processes, while also showcasing what excites you about the company culture and growth opportunities within the role. Highlight how your values align with the organization's mission.