Nick Masola Email & Phone Number

Cleveland/Akron, Ohio Area

Maintain a book of business with Annual Gross Profit in excess of $18 million. Administer the legal plan for 81 groups; including 21 Fortune 500 companiesConduct phone meetings and presentations with new and existing partnershipsManage the Account Receivable process including adjustments, which impacts monthly revenueResponsible for creating, and negotiating sponsor renewal strategies to support sponsor retentionCultivate and maintain relationships with sponsor, broker, MetLife contact, and other external partners

Cleveland/Akron, Ohio Area

Meet and exceed daily production goals for alerts, cases and enhanced due diligence reports.Communicate with bank personnel on a regular basis to obtain further information on clients.Provide quality control by ensuring work from other analysts is of high quality and exceeds client expectations.Increase efficiency and accuracy through process improvement in order to meet hard project deadlines and ensure quality work. Utilize bank systems and advanced Excel functions to infer data trends and make decisions on ambiguous customer transactional activity.Research customers through external sources including FinCEN, county records, negative news and Secretary of State business registration.Compose detailed reports describing alerted activity to properly illustrate, who our client is, where the funds originated from, where the funds were sent to and the purpose of the alerted transaction.

Toledo, Ohio Area

Mitigated risk by ensuring compliance with standard bank policies, procedures and regulations.Maintained an accurate balance sheet at the end of each business day by paying attention to detail while compiling large currency transaction reports, opening ATM cards and redeeming bonds.Drove sales for the branch through analyzing customer profiles in order to find the best banking solutions for them while achieving and exceeding a goal of at least sixteen referrals per month.

Avon, Oh

Organized the front end of the store and kept it well stocked to ensure an unparalleled guest experienceHelped guests locate products, choose the right products for them, as well as solve any issues they might haveAchieved weekly goals of opening at least two credit cards per week, while meeting efficiency goals for transactions

Toledo, Ohio Area

Focused on up-selling products by recommending pastries to complement a customer's beverage.Trained and worked with new baristas on our standard practices and how to best market new products.Ensured that the store ran efficiently by focusing on employee performance and providing assistance where most needed.

Toledo, Ohio Area

Bachelor’S Degree, Economics

Activities and Societies: Alpha Kappa PsiStudied markets and analyzed consumer behavior through Macroeconomic and Microeconomic classes..

High School