Khadijah Baker
Atlanta,GA
Summary
Account Manager with 7+ years of experience in financial services ,wealth management and collections specializing in retirement plan administration and SaaS account support. Leverages expertise in 401(k)/403(b)/457 plans, rollovers, compliance testing (ADP/ACP), and Salesforce to streamline onboarding, improve client retention, and resolve complex account issues using skip tracing. Focused on driving measurable portfolio growth through data-driven analysis and collaborative merchant relationships while pursuing opportunities to scale processes and enhance client outcomes.
Overview
8
8
years of professional experience
Work History
Retirement Services Specialist
T. Rowe Price
Atlanta, Georgia, United States
08.2024 - Current
- Impeccable knowledge of 401(k), 403(b), 457 , defined comp , defined benefits and IRA plans.
- Processed loans, withdrawals , rollovers and calculated RMDS.
- Retirement processing complex care, correcting and merging ssn, correcting distribution errors, processing money in / out, calculating vesting and earnings.
- Conducted in-depth financial assessments in accordance with ERISA, IRS and DOL.
- Educated clients on tax implications of various retirement savings vehicles, optimizing their financial strategies.
- Educated clients on potential risks and rewards associated with various investments.
- Recommended suitable investment products tailored specifically towards each client''s unique circumstances while considering factors such as risk tolerance level or timeline until anticipated date of retiring from the workforce.
- Educated clients on retirement plan options and benefits, enhancing decision-making confidence.
Account Specialist
Momnt Technologies
Atlanta, Georgia, United States
03.2023 - 03.2024
- Focused on managing customer accounts and addressing support issues for optimal client satisfaction.
- Responsible for maintaining customer accounts by addressing customer and merchant issues through tickets and chat support channels.
- Supported business accounts risk and recovery with merchants.
- Set up new customer accounts and updated existing profiles with latest information.
- Reviewed account activity to assess financial status and evaluate discrepancies.
- Prepared and submitted timely invoices, statements and payment reminders for customers.
Retirement Plan Specialist
Voya Financial
Atlanta, Georgia, United States
06.2021 - 03.2023
- Impeccable Knowledge of 401(k), 403(b), 457, 401(a)
- Processed loans, withdrawals, rollovers and calculated RMDS.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Educated clients on potential risks and rewards associated with various investments.
- Delivered outstanding customer service.
Collections Specialist
Rent-A-Center
Atlanta, Georgia, United States
08.2018 - 06.2021
- Managed high-volume collections, improving recovery rates for high-risk, delinquent accounts and significantly reducing outstanding debt using Salesforce.
- Skilled at de-escalating hard conversation and maintaining trust under pressure.
- Tracked and resolved discrepancies and past-due balances in accounts.
- Performed skip tracing activities to locate debtors and verify contact information.
- Analyzed customer payment patterns to develop targeted strategies, offering hardship programs, negotiated settlements and borrower solutions.
- Mitigated potential losses by promptly identifying high-risk accounts requiring escalated collection actions or legal proceedings involvement if necessary.
Education
Associate Degree - Accounting and Finance
Atlanta Technical College
01-2027
High School Diploma - undefined
Elizabeth Andrews
Atlanta05-2012
Skills
Financial services
Contact Center
SaaS
Collections
Chargeback handling
Investment
FinTech
Financial planning
Salesforce
LexisNexis
One-call Resolution
Customer Service
Timeline
Retirement Services Specialist
T. Rowe Price
08.2024 - Current
Account Specialist
Momnt Technologies
03.2023 - 03.2024
Retirement Plan Specialist
Voya Financial
06.2021 - 03.2023
Collections Specialist
Rent-A-Center
08.2018 - 06.2021
High School Diploma - undefined
Elizabeth Andrews
Associate Degree - Accounting and Finance
Atlanta Technical College