Nate Ferria Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

• As a member of the Business Planning & Analytics team, in support of the larger Process Change Delivery organization in AvidXchange, I worked to modernize our data consumption. I focused on building daily-use reporting.
• Building a net-new algorithm to monitor specific risk of revenue loss, and creating a Power App to allow users to log remediation work completed on specific flagged items.
• Developing a database environment with multiple schemas, and implementing ETL processes to bring in specific focused enterprise data, allowing our team to build queries and reporting without outside dependencies, and.
• Building and maintaining Power BI and SSRS reporting in service of Payment and Treasury Operations teammates, with a focus on risk related reporting.

Charlotte, North Carolina, United States

• As a member of the Investment Contact Center’s Data & Reporting Team, I helped build and maintain a large-scale datamart of primarily telephony and brokerage data, using ETL processes to bring in data from other Wells.
• Building and optimizing T-SQL and Oracle SQL queries, as well as performing SQL tuning
• Building and maintaining SSRS reporting (as well as some Excel reporting off of my team's OLAP data cube) for contact center leaders and partners
• Building and maintaining multiple SharePoint sites with various audiences in mind
• Building and maintaining ETLs to bring data in from data warehouses across the enterprise, and standardize it for our use

Boston, MA

• Served as a liaison between Client Service Consultants and a variety of other teams within the business, including our firm’s transfer agent, to problem solve and provide customer service-related solutions.
• Analyzed and distributed reports tracking performance and call trends for Client Service Consultants, then provided dedicated 1x1 coaching and mentoring to those team members.
• Served as a product subject matter expert, acting as a point of reference for policy, procedural, and regulatory questions on internal calls from team members in Client Service Consultant I roles
• Served as project lead for a variety of projects, including a review and redesign proposal for the Client Service Consultants' main job aid resource, with a goal of finding inefficiencies and streamlining the way those.
• Partnered with Learning & Development to redesign foundational training programs for multiple roles within the Contact Center

Boston, MA

• Serviced high net worth client calls, with an increased focus on product and investment strategy
• Received internally transferred calls surrounding new money and incoming rollovers
• Performed outbound client calls, with a focus on escalated service situations and asset retention
• Contributed to focused call-out campaigns dedicated to making high net worth clients aware of impactful changes
• Acted as an increased point of contact for initiating and training new team members in Client Service Consultant I roles
• Served on Client Relationship Team’s Peer Council beginning August 2015, to influence internal policies and positively impact team member satisfaction, with a focus on recent Team Member Connection Survey results

Boston, MA

• Serviced client calls concerning mutual fund products, account information, and investment strategy
• Contributed to Wells Fargo Advantage Funds being named NQR Best in Class for Q1 2015
• Identified as an emerging leader by senior management within Wells Fargo Advantage Funds
• Received the Client Relationship Team’s Lead the Team award for Q2 2015
• Assisted with training new team members beginning in February 2015
• Revised and restructured portions of foundational training program for licensed new hires in June 2015

Winston-Salem, NC

• Provided solutions to consumer and business clients, while handling various customer service issues and working under strict compliance regulations
• Worked with manager to resolve and streamline the branch’s technical exceptions procedure
• Developed automated sales tracking spreadsheet with macros for use by all bankers in the branch
• Mastered solutions-based sales skills in a demanding environment with clear-cut targets and goals
• Exceeded solutions goals in each quarter as banker, leading the branch to the best overall sales numbers in the district for 2013

Bachelor Of Arts (B.A.), Economics

Minored in Computer Science

Economics, Computer Science

Transferred to Wake Forest University in 2009