Transportation Brokerage Billing Specialist

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Description

Department: Back Office

Location: Plant City, FL - Patterson Companies HQ Office

Reports To: Back Office Leadership

Position Summary:

The Transportation Brokerage Billing Specialist is responsible for the accurate and timely invoicing of customer shipments, processing billing transactions, maintaining shipment documentation, and supporting accounts receivable and accounts payable functions within a transportation brokerage environment. This position works closely with operations, carriers, customers, and branch personnel to ensure billing accuracy, resolve discrepancies, and support the company's revenue cycle.

Key Responsibilities:

• Process and invoice brokerage shipments in McLeod and other transportation management systems.
• Upload invoices and support documentation into customer billing portals and systems.
• Process billing corrections, adjustments, and rebills as necessary.
• Review shipment paperwork for completeness and accuracy prior to invoicing.
• Contact carriers, customers, and branch personnel to obtain unloading receipts, proof of delivery documents, and missing or illegible paperwork.
• Upload and index shipment documentation received from carriers and brokers into company systems.
• Monitor billing workflow queues and resolve exceptions to ensure timely invoicing.
• Enter and verify billing information, rates, and accessorial charges within transportation management systems.
• Set up and maintain customer billing profiles, including rendition and electronic billing requirements.
• Respond to customer and Accounts Receivable requests for invoices, proofs of delivery, and shipment documentation.
• Review billing exception reports and work with branch personnel to resolve discrepancies.
• Ensure compliance with customer billing requirements and contractual agreements.
• Process invoices and billing transactions within secondary transportation management systems as needed.
• Process driver or contractor payroll support functions when required.
• Provide backup support for cash receipts and accounts receivable activities.
• Assist with month-end billing processes and reporting.
• Maintain accurate electronic records and filing systems.
• Support accounting, operations, and management with reporting and special projects.
• Assist with continuous improvement initiatives related to billing accuracy and workflow efficiency.
• Cross train in other areas and assist as needed; example: assisting with processing incoming invoices in HubTran

Skills & Qualifications:

• High school diploma or equivalent required; Associate's degree in Accounting, Business Administration, Logistics, or related field preferred.
• Minimum of 2 years of transportation brokerage, logistics, billing, accounting, or related experience preferred.
• Experience with transportation management systems (TMS), McLeod, or similar brokerage software.
• Strong understanding of freight billing, rate confirmations, proofs of delivery, and transportation documentation.
• Excellent attention to detail and accuracy.
• Strong organizational, analytical, and problem-solving skills.
• Proficiency with Microsoft Office, including Excel and Outlook.
• Ability to manage multiple priorities in a fast-paced transportation environment.

Tools & Systems Used:

• McLeod

Working Conditions:

This role will be on site at Patterson Companies HQ and requires extended use of a computer and phone. It demands strong attention to detail and the ability to work in a fast-paced, high-volume environment. Confidentiality and professionalism are always expected due to the sensitive nature of client and carrier information.

Attributes for Success:

• Honest, reliable and adaptable
• Strong attention to detail and accuracy
• Excellent verbal and written communication, negotiation and teamwork skills
• Strong analytical and problem-solving abilities
• Ability to prioritize and manage deadlines
• Demonstrates sense of urgency