Eric Machado Email & Phone Number

New York, NY

• Efficiently answered questions, educated, and counseled participants regarding their annuity, 401(k), or defined benefit plans (pension).
• Communicated tactfully and provided information in a clear and concise matter including eligibility for annuity withdrawals and/or pension requirements
• Calculated monthly pension amount including any potential death benefits for beneficiary(s)
• Performed monthly check run for pensioners which included verifying monthly payments, Federal and State taxes, retroactive payments, adjustments, and contributions

Austin, Texas Area

• Counseled members on survivor benefits and other state benefit programs, including medical/life/ health insurance, wellness programs, pension annuities and related matters.
• Utilized verbal and written communication to lead discussions with members on survivor benefits, benefit eligibility, taxes, medical/life/ health insurance, beneficiary designation, death correspondence and other.
• Worked in consultation with the Executive Office, Legal Team and Division Director as it pertains projects and correspondence with members
• Liaised with other state agencies regarding the processing of assignments.
• Determined initial eligibility for death benefits and calculates benefit pension payments.
• Applied interpretation of laws, rules and procedures related to employee class assignments

Austin, Texas Area

• Responsible for accurately determining eligibility for government programs such as TANF, Food Stamps and or Medicaid Programs.
• Daily workload consisted of interviewing clients, documenting information gathered, determining benefit, verifying case data, explaining program benefits and requirements.
• Obtained, verified, and calculated income and resources to determine client financial eligibility.
• Processed changes to client status, overpayments, and adjusts or restores benefits.
• Documented case records using automated equipment to form a record for each client. Maintained accurate and mistake-free records for clients.
• Acted as an intermediary with stakeholders both internally or externally to provide, exchange, or verify information, answer inquiries, address issues, or resolve problems or complaints.

Austin, Texas Area

• Responsible for tax return workflow including review tax returns for accuracy and completeness, coding tax returns for processing, resolving errors and correcting missing information.
• Facilitated training with co-workers experiencing challenges with policies and procedures.
• Focused on accuracy and efficiency throughout the tax return process and was recognized for performance.
• Assisted on special projects including “Cash for Clunkers” and the First Time Home Buyer Credit. Processed over 50 tax returns a day with over 97% accuracy rate.

Miami/Fort Lauderdale Area

• Maintained existing accounts and managed the new account process.
• Responsible for communication with external clients, department officials and internal customers.
• Organized and maintained files.
• Provided executive administrative support by identifying risk management opportunities.
• Determined the most cost-effective, efficient, and competitive method of order pricing, transportation, and consolidation.
• Oversaw the team performance management plans for improvements and performance evaluations.