DOMINIC BILLACI
Basehor,KS
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
16
16
years of professional experience
Work History
RMD Specialist
Empower Retirement
04.2017 - Current
- Work with CSM’s and BA’s and other reps to review if an RMD is do for the acct in question
- Review participants or beneficiary’s accounts to for accuracy and make any changes on the account to correct missing or incorrect information
- Advise of the amounts due for participants or beneficiary’s after calculating based on factors set by the plans and the government to assure the accuracy of payments being made
- Research and quality check information pertaining to plan rules, changes and circumstances for both participants and beneficiaries.
Transaction Specialist II / Quality Coordinator
JP Morgan
04.2011 - 04.2017
- Work with team members, internal business partners, and clients related to transaction team processes and special projects
- Lead, coordinate, and QC Transaction team tasks to ensure end results are met timely and accurately
- Mentor and preform individual training for Transaction Team Specialists, process complex transactions and identify opportunities for process improvement
- Respond to direct requests from participants, employers and beneficiary's to cash out, rollover, invest and pay out retirement benefits according to requests.
Customer Service Representative
Boilermakers National Fund
01.2008 - 04.2011
- The first point of contact with participants, retirees, beneficiaries, employers and vendors who are experiencing problems or who have questions about benefits
- Answer and resolve inquiries regarding all BNF fund benefits
- Respond to telephone, electronic and paper inquiries from participants, retirees, beneficiaries, providers and vendors accurately and promptly
- Identify discrepancies and outstanding issues and secure additional documentation as needed while investigating within prescribed time frames
- Calculate and quote various benefits for all Funds Organize task proficiently to offer optimal service within prescribed time frames Compose routine correspondence providing and requesting information, sending out necessary forms and other request as necessary
- Document all inquiries received and log into system.
Education
Associates of Arts -
Kansas City Kansas Community College
Kansas City, KS01.2001
Bishop Ward High School
Kansas City, KS01.1999
Skills
- Computer - EXP-AG/Omni Plus/CCI/Word/Excel
- Able to work well and effectively under pressure
- EASY/Prism/ Outlook/Lotus/CMS
- Management/Type 45 WPM
- Able to work independently or as a team member
- Critical thinking
- Attention to detail
- Analytical thinking
- Adaptability
- Time management
Timeline
RMD Specialist
Empower Retirement
04.2017 - Current
Transaction Specialist II / Quality Coordinator
JP Morgan
04.2011 - 04.2017
Customer Service Representative
Boilermakers National Fund
01.2008 - 04.2011
Associates of Arts -
Kansas City Kansas Community College
Bishop Ward High School