Billing and Settlements Specialist

POSITION SUMMARY  

Compiles data and prepares invoices and bills on a timely basis by performing the following duties. 

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. 

Process bill of lading and/or proof of deliveries for invoicing to customers. 

Verify information for accuracy of billing.  

Edit information as necessary. 

Enter data to complete processes for billing to customers. 

Index all email approvals as needed for backup. 

Monitor billing queue to ensure all processed loads have invoices created. 

Monitor customers to ensure those not needing back up are invoiced when emptied. 

Print customer invoices and proofs of delivery from imaging system. 

Collate invoices and bills of lading for mailing to customers. 

Insert invoices in envelopes and affix postage for mailing. 

Prepare daily settlements and bills of lading by matching order and trip numbers, verifying carrier rates from invoices to system information, and completing the settlement process. 

Settle trips for payments to carriers. 

Verify rates to Factoring Companies.  

Assist with development and maintain efficient and accurate settlement procedures which contribute positively to the profitable operation of the Company. 

Answer all incoming phone calls and emails from outside carriers concerning payment information. 

Answer/update carrier aging reports as requested via email, fax, mail. 

Demonstrates support to the Epes Carriers, Inc. Quality Management System and its objectives, as applicable. 

Perform other duties as become necessary. 

Help open daily mail when needed. 

Help scan paperwork to imaging system when needed. 

Help with unbilled orders when needed. 

When necessary process online Fedex for Mexico loads. 

Input EPES Freight Management billing as received from Controller 

PRIORITIES SERVED 

• Customer Service 

• Process Improvement 

• Record Accuracy and Integrity 

• Reports 

PERFORMANCE MEASUREMENTS 

• Timely and accurate performance of duties. 

• Quality input to Corporate and departmental objectives. 

• Ability to exceed QMS audit expectations. 

• Maintain a positive behavior standard by acting and communicating in a manner that is professional and helps you get along with customers, clients, co-workers and management. 

DESIRABLE QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Minimum high school diploma or GED. 

• Strong computer skills.  

• Excellent work history with proven track record. 

• Excellent data entry skills—accuracy is very important. 

• Excellent communication skills. 

• Ability to pass pre-employment drug test. 

• Professional, clean, neat appearance. 

• No convictions of serious crimes. 

COMMUNICATION SKILLS 

• Ability to read and comprehend general instructions, correspondence, and memos. 

• Ability to read and interpret general business periodicals.   

• Ability to write reports and business correspondence.   

• Ability to effectively present information and speak before groups of employees and outside consultants and respond to questions/comments from the same.