Account Manager

altLINE by The Southern Bank; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

altLINE by The Southern Bank in Birmingham, AL seeks an Account Manager responsible for managing a client portfolio, underwriting funding requests, and cash reconciliation. The role emphasizes risk management and avoiding sales-driven expectations, focusing on accuracy, data analysis, and customer care.

The ideal candidate thrives in a structured, in-office environment, possesses strong communication skills, and can balance high transaction volumes with timely response and quality service.

Qualifications

• Committed to working in an in-office role in Birmingham, AL.
• Experience in Operations, Accounting, Administration or Data Analysis is a plus.
• Innately organized and detail-oriented.
• Comfortable with a client-facing role.
• Ability to thrive under pressure handling a high volume of transactions.

Responsibilities

• Oversee day-to-day operations of a client portfolio within underwriting and invoicing processes.
• Perform cash application and cash reconciliation tasks.
• Monitor reporting related to customer accounts and performance.
• Build relationships with customers to understand and meet their needs.
• Support a team culture with clear cross-organizational communication.

Skills

Data analysis

Customer service

Attention to detail

Communication

Job description

The Account Manager role is altLINE's frontline customer-facing position in the Operations function. The ideal candidate will be able to manage both the demands of customer service and the importance of risk management on a day-to-day basis.

While strong phone and email communication skills are necessary in managing customer interactions, the role primarily focuses on organizing large amounts data, analyzing that data, and making sound credit decisions. Account Managers are the factoring division's first line of defense in identifying potential credit problems in the portfolio. This is not a sales role.

altLINE is looking for a positive, detail oriented candidate who can balance these demands and help drive healthy, sustainable growth.

Responsibilities

• Manage day-to-day operations of a client portfolio including the underwriting of funding requests, verifying invoices with third parties, and assisting in the collection of open invoices
• Perform cash application and cash reconciliation
• Monitor and manage all reporting related to customer accounts
• Create and maintain relationships with customers to better understand and achieve their needs
• Promote a team-oriented culture that ensures effective communication across the organization

Qualifications

• Committed to working in an in-office role in our Birmingham location
• Prior work experience in Operations, Accounting, Administration, A/R Management, Data Analysis, Teaching, etc. is a plus
• Innately organized and detail-oriented
• Comfortable with a client-facing role
• Ability to thrive under pressure when managing a high volume of transactions in tight time constraints