ERIC MICHAEL VIGIL
Albuquerque,NM
Summary
Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes.
Overview
10
10
years of professional experience
Work History
Survivor Services Case Manager
Fidelity Investments
08.2021 - Current
- SSU OLR update project
- Daily CEI statistics report
- CEI improvement projects
- Assisted in multiple SSU case audits
- Boeing launch dedicated case manager
- SSU mentor for multiple new hire classes
- POD leader for out of office case managers
Financial Associate II – DB (R2)
Fidelity Investments
02.2020 - 07.2021
- DB CST-16 SME/Trainer
- Curricular Development for DB CST-16
- May 2021 Above and Beyond award winner
- Peer guide for multiple new hire and upskill classes
- R2 representative trained to handle all DB clients and CSTs
- Co-facilitated new hire and upskill DB training classes in both Albuquerque and Covington sites
Integrated Beneficiary Qualification Specialist
Fidelity Investments
10.2017 - 01.2019
- Products serviced DC, DB and HW
- Specialized handling of sensitive issues
- Researching benefits due and creating condolence letters
- Reviewing submitted documentation for accuracy to process death benefits
- Processing standard transactions with minimal direction while meeting operational quality, accuracy, and timeliness targets
- Responsible for determining whether a distributable benefit remains when notified of the death of a recordkeeping client’s current or former employee
Transaction Processing Representative II – DC Money Out
Fidelity Investments
06.2017 - 09.2017
Money Out Agility Pilot Program
- Ensuring all items are processed and/or resolved in time to support business needs ensuring positive audit results.
- Monitoring individual work queues, partnering with other teams to ensure that all aging work items are resolved within specified time frames.
- Processing monetary and non-monetary transactions for assigned clients/transactions. Includes withdrawals, loan, transfers, rollovers, Indicative data files etc.
Financial Associate I – DB/DC
Fidelity Investments
01.2015 - 06.2017
- Selected for DC to DB crossover pilot program
- Peer guide for multiple New Hire and upskill classes
Education
Business Management, Computer Science
University of New Mexico
Albuquerque, NMHigh School - undefined
Hope Connection High School
01.2003
Skills
- Fast learner and works well independently or in a team environment
- High degree of computer literacy, including familiarity with Microsoft Programs
- FPRS, WIOLR, Focus Point, NetBenefits, DCW, Plan Profile, DBCS, XTRAC, ABL and HOBS
- Background in reporting, analysis, and database management
- Remarkable knowledge of investment products
- Experience in scheduling, staffing, and forecasting
- Adaptable, and comfortable working in a fast-past environment with multitasking and constant changes
- Strong interpersonal and presentation skills
- Inspirational people leader, capable of developing talent within my area of expertise to accelerate their journey to proficiency
- Excellent written and oral communication skills with proven ability to coach and develop others
- Highly technical/analytical, including quantitative/qualitative analysis, project planning, troubleshooting, and documentation
OTHER EXPERIENCE
- Technical Data Coordinator 2007 to 2014 – Verizon Wireless, Albuquerque, NM
- Member Relations Manager 2005 to 2006 – America Online (AOL), Albuquerque, NM
- Front Desk & Gift Shop Manager 2005 – Courtyard by Marriott, Albuquerque, NM
- Gift Shop Manager 2003 TO 2005 – Hilton of Albuquerque, Albuquerque, NM
- Staff Supervisor 2003-2004 – Coffee Haven, Albuquerque, NM
- Member Services Representative 2001 to 2003, Defined Fitness, Albuquerque, NM
Timeline
Survivor Services Case Manager
Fidelity Investments
08.2021 - Current
Financial Associate II – DB (R2)
Fidelity Investments
02.2020 - 07.2021
Integrated Beneficiary Qualification Specialist
Fidelity Investments
10.2017 - 01.2019
Transaction Processing Representative II – DC Money Out
Fidelity Investments
06.2017 - 09.2017
Financial Associate I – DB/DC
Fidelity Investments
01.2015 - 06.2017
High School - undefined
Hope Connection High School
Business Management, Computer Science
University of New Mexico