Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Richardo Blackwood

Belleville,New Jersey

Summary

Astute and strategic professional with the ability to anticipate and meet the demands of clients, coworkers, and senior executives. competent in evaluating policies, making judgment calls, and creating customized action plans. A skilled communicator known for her written correspondence's clarity and conciseness. competent in making difficult instructions simple enough to understand. has a solid understanding of key programs, including Microsoft Word, Excel, Outlook, and PowerPoint, and knows how to use them to improve productivity and simplify communication.

Overview

20
20
years of professional experience

Work History

Disbursement Underwriter

Equitable Financial Services
2023.01 - Current

Compliance Assurance & Disbursement Oversight: Ensure strict adherence to company policies and SEC regulations, maintaining impeccable compliance standards to prevent regulatory issues in reviewing disbursement requests.


Client Information Analysis & Fraud Prevention: Meticulously analyze client data and disbursement instructions to proactively prevent fraudulent activities, showcasing a proactive approach to safeguard financial integrity.


Effective Communication & Discrepancy Resolution: Facilitate seamless communication among clients, agents, and external entities, swiftly resolving discrepancies to guarantee accurate and timely disbursement processing, demonstrating strong interpersonal and conflict resolution skills.


Decisive Approval & Directorial Collaboration: Exercise authoritative approval for high-value disbursements, collaborating with directors to ensure aligned decision-making and adherence to financial protocols for amounts exceeding $500K and $1M.


Client Guidance & Issue Resolution Expertise: Provide expert guidance to simplify complex disbursement requirements, specializing in resolving NIGO instances, reinforcing client trust through proactive issue resolution.


Thorough Documentation Management & Follow-Up Proficiency: Drive meticulous review of new business paperwork, ensuring accuracy, and proactive follow-ups with agents and external institutions to secure necessary document amendments and contributions, showcasing organizational and follow-up prowess.

Senior Fraud Analyst

Equitable Financial Services
2015.01 - 2023.01

Analysis & Verification Expertise:

Conduct thorough analyses of client signatures across various documents, ensuring meticulous consistency and accuracy in identity verification protocols.


Security Verification Tool Utilization:

Execute stringent security checks using specialized tools for all banking instructions, prioritizing robust security measures in financial operations.


Daily Address Change Oversight:

Conduct daily assessments via Address Change Reports, meticulously reviewing altered contact information, ensuring ongoing data accuracy and security.


Exceptional Disbursement Review & Approval Process: Generate detailed Exception Reports for disbursements over $50K, scrutinizing those exceeding $500K and $1M, initiating directorial approval through comprehensive email correspondence.


Fraud Case Evaluation & Reporting:

Collaborate on fraud case reviews, compiling comprehensive reports for escalation, showcasing active risk identification and management.


SEC Compliance & Investment Product Expertise:

Offer accurate information on investment products, ensuring adherence to SEC regulations and procedural guidelines, showcasing in-depth knowledge of financial regulations.


Client Support & NIGO Resolution:

Proactively engage with clients and agents to resolve disbursement discrepancies (NIGO), providing compliance guidance for seamless transaction processing and client satisfaction.


Efficient Documentation Management & Follow-Up:

Thoroughly manage documentation for new business, coordinating amendments or contributions, emphasizing commitment to completeness and accuracy in paperwork management.

TV Host/Presenter and Production Team

Tower Isle Production
2011.01 - 2015.01

Public Service Announcements Creation:

Produced impactful public service announcements for TV Shows and commercials, delivering crucial messages to diverse audiences, demonstrating effective communication skills and message crafting expertise.


International Event Coverage:

Conducted frequent international travel to provide comprehensive coverage of significant events, showcasing adaptability, cultural awareness, and the ability to deliver compelling stories from global perspectives.


Community Event Participation:

Actively engaged in attending newsworthy community events, strengthening community ties and demonstrating a commitment to being a visible and supportive presence in diverse local settings.


Interviewed Prominent Professionals:

Hosted and conducted interviews with noteworthy professionals on a program or show, demonstrating strong interpersonal skills and an ability to engage with high-profile individuals.


Self-Authored Research Materials:

Independently conducted research and authored original materials, displaying strong writing skills, analytical capabilities, and a proactive approach to content creation.

Special Events Coordinator (Special Projects)

Anchor Strategy Group
2010.01 - 2015.01

Project Management & Event Coordination

  • Orchestrated the end-to-end planning and organization of diverse projects, demonstrating expertise in logistical management and execution.
  • Spearheaded the successful execution of the Go Caribbean! Business & Investment Expo, overseeing project logistics and ensuring seamless operations.
  • Maintained robust vendor relations, meticulously managing booth rentals and ensuring optimal engagement at the event, highlighting strong vendor management skills.
  • Facilitated venue logistics for multifaceted program elements, including training sessions, workshops, receptions, and vendor exhibits, showcasing adeptness in coordinating diverse event components.
  • Acted as a liaison for esteemed diplomatic, political officials, and business leaders, providing seamless guidance and support throughout the conference, exemplifying strong interpersonal and diplomatic skills.

Bank Teller

Wells Fargo Bank
2013.01 - 2014.01

Financial Transactions Specialist & Customer Service Representative

  • Proficiently processed cash and check transactions, ensuring accuracy and adherence to financial protocols, fostering a streamlined and secure transaction environment.
  • Championed a culture of exceptional customer service, delivering personalized assistance and support to all clients, ensuring a superior banking experience and fostering lasting relationships.
  • Verified and managed a spectrum of financial transactions including loan payments, mortgage payments, and utility bill payments, showcasing meticulous attention to detail and financial acumen.
  • Proactively promoted a range of bank products and services, adeptly identifying customer needs and tailoring recommendations, contributing to increased customer engagement and revenue growth.
  • Ensured precision and accountability by meticulously balancing currency, cash, and checks in the cash drawer at the close of each shift, maintaining stringent financial accuracy standards.

Bank Teller

JP Morgan Chase Bank
2011.01 - 2013.01

Financial Transactions Specialist & Compliance Steward

  • Expertly identified customers and meticulously validated and processed checks, demonstrating acute attention to detail and adherence to strict validation protocols.
  • Conducted precise handling of cash and checks for deposits, meticulously verifying accuracy in all deposit and withdrawal transactions, ensuring financial integrity and trust.
  • Proficiently managed various financial instruments including cashier's checks, personal money orders, traveler's checks, and foreign currency exchange, exemplifying versatile financial service capabilities.
  • Maintained meticulous transaction records, ensuring absolute accuracy and compliance with established bank procedures, contributing to streamlined and error-free financial documentation.
  • Upheld strict compliance with internal controls, policies, and procedures, demonstrating an unwavering commitment to maintaining the highest standards of regulatory compliance and operational integrity.

Assistant to Co-Founder

Tower Isle Production
2011.01 - 2012.01

Executive Support & Project Management

  • Diligently managed executive schedules using MS Outlook, ensuring seamless coordination and aiding in the preparation of client meetings and presentations, facilitating a polished and organized approach.
  • Streamlined administrative processes by preparing detailed and accurate expense reports, providing invaluable assistance in travel planning and logistics, optimizing efficiency in executive operations.
  • Spearheaded comprehensive communication strategies by creating press kits, drafting press releases, and addressing stakeholder inquiries, contributing to effective and impactful corporate communications.
  • Implemented and maintained a meticulous filing system, ensuring efficient organization and accessibility of company records, showcasing strong organizational skills and attention to detail.
  • Played a pivotal role in project coordination and management, contributing to the successful funding acquisition for independent films, demonstrating adeptness in multitasking and project coordination within a creative industry.

Customer Service Representative

Flawless Productions
2009.01 - 2011.01

Client Services Specialist & Data Management

  • Proficiently addressed client inquiries and crafted professional correspondence, ensuring prompt and comprehensive responses, bolstering client satisfaction and retention.
  • Maintained meticulous records and regularly updated client data, ensuring accuracy and completeness, contributing to an organized and streamlined client database.
  • Produced detailed reports outlining the assessment and resolution of client issues, leveraging analytical skills to provide insights for improving customer service and enhancing client relationships.
  • Demonstrated a robust understanding of products and services, offering high-quality customer service, and ensuring efficient handling of client requests, ensuring optimal satisfaction and timely resolution of issues.

Owner & Managing Director

Blackwell’s Design & Production
2004.01 - 2008.01

Founder & CEO, Interior Design Firm

  • Pioneered the inception and growth of a dynamic full-service interior design enterprise, specializing in bespoke residential and corporate design solutions, setting new benchmarks for innovative and personalized spaces.
  • Orchestrated and directed all facets of the company's operations, demonstrating visionary leadership and strategic direction, while fostering a culture of creativity, excellence, and client-centricity.
  • Headed a talented and diverse team of six professionals, curating a collaborative environment to deliver an array of specialized services. Managed the creation of conceptual drawings, set designs, and seamless execution of construction services, ensuring the realization of clients' unique visions.
  • Cultivated enduring relationships with a discerning clientele, consistently exceeding expectations and delivering unparalleled design experiences that harmonized aesthetic aspirations with functional brilliance.

This elaboration highlights your leadership, the company's impact, and the depth of services provided, adding more depth and impact to your resume.

Education

B.Sc. – Criminal Justices -

Monroe Collage

High School Diploma -

Edith Dalton James High School

Skills

  • Risk Mitigation
  • Caseload Management
  • Policy Renewal
  • Analyzing Data
  • Loss Protection
  • Portfolio Management
  • Client Relationship Building
  • Terms Negotiation
  • Quality Control
  • Risk Management
  • Data Collection
  • Relationship Building
  • Quality Assurance

References

References available upon request.

Timeline

Disbursement Underwriter

Equitable Financial Services
2023.01 - Current

Senior Fraud Analyst

Equitable Financial Services
2015.01 - 2023.01

Bank Teller

Wells Fargo Bank
2013.01 - 2014.01

TV Host/Presenter and Production Team

Tower Isle Production
2011.01 - 2015.01

Bank Teller

JP Morgan Chase Bank
2011.01 - 2013.01

Assistant to Co-Founder

Tower Isle Production
2011.01 - 2012.01

Special Events Coordinator (Special Projects)

Anchor Strategy Group
2010.01 - 2015.01

Customer Service Representative

Flawless Productions
2009.01 - 2011.01

Owner & Managing Director

Blackwell’s Design & Production
2004.01 - 2008.01

B.Sc. – Criminal Justices -

Monroe Collage

High School Diploma -

Edith Dalton James High School
Richardo Blackwood