Curtis Campbell Email & Phone Number

Lawrence, New Jersey, United States

Dresher, Pennsylvania, United States

• Effectively manage, direct and oversee Corrective Processing Virtual work from home team (8) responsible for contract corrections, manual calculations and the manual trading of variable funds sent to separate accounts.
• Engagement Manager for vendors and responsible for monitoring Life and Annuity policies.
• Provide oversight and participation in SOX, ESPQ, Heath Assessments and Site Visits.
• Establish appropriate performance objectives criteria and key performance metrics for the performance of functional processing areas.
• Developing and executing organizational, staffing and hiring plans to ensure functional areas has the appropriate organizational structure and capacity necessary to accomplish its goals and objectives.
• Direct the development and implementation of policies, procedures and systems.

• Led training and efficiency initiative by successfully migrating Commission Reassignment work to offshore EXL vendor.
• Managed Commission team with responsibilities of ensuring productivity, slippage and quality reporting metrics. Developed strong working relationships with Broker Dealers to set up agreed upon service level agreement.

• Led team of 8 temporary employees on a special 403B Pension Plan Project. This was a stretch opportunity to showcase Management skill-sets.
• Responsible for hiring, building structure and implementing process for the entire project.
• Established weekly reporting metrics of results and accomplishments.
• Worked closely with Product, Compliance, Tax, Vendor Governance and Operations

Bachelor Of Science, Business Administration With Minor In Accounting

Education record