Account Operations & Credit Risk Specialist

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

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.