Curt Elliott
Toronto,ON
Summary
Dynamic manager with expert team leadership, planning and organizational skills. Commitment to quality and ongoing development to equip employees to independently handle daily functions and meet stakeholder needs to high standard. Diligent trainer and mentor with exceptional management abilities and solution-driven approach.
Overview
18
18
years of professional experience
Work History
Manager of Quality Assurance
OFX
04.2021 - Current
- Identify key business risks and implement comprehensive QA processes and procedures.
- Established and tracked quality department goals and objectives.
- Drove successful product launches with rigorous pre-release testing protocols that minimized post-launch issues.
- Streamlined testing processes by introducing automated tools, increasing efficiency and reducing errors.
- Collaborated with cross-functional teams to identify root causes of product issues, leading to timely resolutions and continuous improvements.
- Developed and implemented comprehensive quality assurance plans to monitor product quality and adherence to regulatory standards.
- Implemented corrective action plans based on audit findings, resulting in measurable improvements over time.
- Collaborated with cross-functional teams to develop and implement process and system improvements.
- Trained team members on quality assurance principles, fostering a culture of accountability and high performance.
- Performed root cause analysis to identify and resolve quality issues and defects.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Worked flexible hours to meet needs of global projects and stakeholders.
Senior Corporate Onboarding Specialist
OFX
01.2016 - 11.2021
- Process and activate corporate account applications
- Verify business ownership of Trusts, Sole Proprietors, LLCs, and Corporations
- Train and develop staff in onboarding processes, profile risk assessment, and KYC/EDD screening
- Facilitate cross-departmental training to improve onboarding turnover time
- Full compliance with regulatory KYC profile requirements and AML regulations
- Implement client follow-up processes and conversion tracking
- Create corporate communication templates and reference guides
- Manage high-priority profiles with goal of same day activation
- Process and verify ACH, Multiple User, Online Seller, and PAD setups.
Middle Office Trade Specialist
CanadianForex
01.2014 - 01.2016
- Manage Credit Breaches, Collateral Deposits, Blocked Payments, and Margin Calls
- Process Domestic and International Payments (ACH, EFT, Faster Payments, and high priority wires)
- Investigate and settle bank payment queries, failed payments, and OFAC requests
- Reconcile both domestic and foreign currency accounts
- Create and implement back-office procedural best practices and reference guides
- Foster a collaborative work environment with cross-departmental training and development
- Comply with regulatory KYC profile requirements and AML regulations
- Fund payment accounts to meet both client payment and bank holding requirements
- Manage Major and Exotic holding positions.
Account Manager
CanadianForex
01.2013 - 01.2014
- Manage a portfolio of High Net Worth clients
- Onboard clients and perform ongoing KYC monitoring
- Screen and refer EDD and High Risk accounts for compliance review
- Utilize Forward Contracts, Limit Orders, and Regular Payment schedules
- Negotiate rate margins and profile fee structure
- Adherence with AML and area-specific regulatory obligations
- Exceed monthly conversion and NDC targets.
Assistant Manager
Dollar Financial Corp
01.2006 - 01.2011
- Meet with new and existing clientele to discuss product qualification requirements and solutions
- Forecast monthly funding requirements and place daily cash orders
- Process USD/CAD cheques and manage charge-backs
- Provide both OTC and electronic foreign exchange services
- Train team in Anti-Money Laundering, Fraud Detection, Privacy, and FINTRAC policies
- Submit monthly audit reports regarding security, client profile monitoring, and in-branch marketing expense account
- Responsible for reconciling monthly sales journals and negotiable deposits.
Education
Bachelor of International Business -
Griffith University
Gold Coast, AustraliaInternational Trade Business Diploma -
Sir Sandford Fleming College
Peterborough, OntarioSkills
- Adaptable to changing industry standards, role structure and business needs
- Mentoring and coaching
- Assume accountability and ownership
- Verbal Communication
- Problem-Solving
- Teamwork and Collaboration
- Interpersonal Communication
- Conflict Resolution
- Organizational Skills
- Attention to Detail
- Multitasking
Timeline
Manager of Quality Assurance
OFX
04.2021 - Current
Senior Corporate Onboarding Specialist
OFX
01.2016 - 11.2021
Middle Office Trade Specialist
CanadianForex
01.2014 - 01.2016
Account Manager
CanadianForex
01.2013 - 01.2014
Assistant Manager
Dollar Financial Corp
01.2006 - 01.2011
Bachelor of International Business -
Griffith University
International Trade Business Diploma -
Sir Sandford Fleming College