Nathaniel Rea Email & Phone Number

Chicago, Illinois, United States

Greater Chicago Area

Chicago, Illinois

• Work closely with borrowers to insure they understand the terms of the credit documents and are meeting all borrower deadlines.• Work with account managers to review any borrowing request (revolver, swingline, DDTL) are inline with Antares credit parameters and insure other lending participants fund their share on time.• Work closely with the credit and legal teams to help monitor any outstanding reimbursable fees (legal, insurance, CLO rating, etc.) and assisted with billing the borrowers.• Enter and review data in Loan IQ to insure the correct information is being sent to the hundreds of lenders participating in the agented deals.• Billed borrowers for all upcoming scheduled activity and assisted with any ad hoc request for the borrowers or lenders.

Greater Chicago Area

• Verify and issues daily margin calls to insure clients exposure is in line with the credit and risk guidelines set by the bank.• Work closely with the credit and treasury teams to determine the type of securities or cash that can be sent or accepted to satisfy the margin requirement.• Work closely with several high value clients to answer any inquiries and resolve any disputes.• Handled the daily margin and FX settlement wires for Prime Broker clients.• Monitored cash and securities wires to insure all agreed transactions were settled within the agreed time frame laid out in the Credit Support Annex (CSA).• Worked with legal, credit and the clients to insure any regulatory changes made to the CSA were implemented correctly in order to insure a smooth operations transition.• Was one of twenty employees selected to participate in a four month collateral development program design to give employees a great scope of the banks operations and to work along side upper management.

Lake Zurich, Il

Accountable for actively monitoring a high volume of loans in portfolio to determine current status; compile data to prepare weekly Key Performance Indicator (KPI) reports for senior management review. Analyze foreclosures/bankruptcies in pipeline to ensure the timely achievement of milestones. Work closely with management to verify departmental compliance with state and federal standards. Support regulatory agencies in conducting departmental audits. Facilitate and perform comprehensive analysis of ad hoc reports at the request of clients and senior leadership. Serve as liaison between organization and software vendors, overseeing the enterprise-wide implementation of software enhancements. Partner with client management personnel on default reporting functions to streamline the reporting process.• Personally conceptualized and launched multiple process improvements resulting in increased efficiency.• Played a key role in improving interdepartmental communications with the Loss Mitigation Department, increasing the accuracy/effectiveness of the loan tracking process.

Greater Chicago Area

Held full responsibility for tracking internal account activity and running daily marginal reports via PC Span. Worked directly with floor traders to process and manage data to determine account exposure, as well as to ensure optimal hedging positions and profitable trading of agricultural/energy exchange derivatives. Assisted Risk Management personnel in running daily risk-based reports. Received, processed and calculated daily trading positions/earnings and monitored market activity to determine P&L and forecast market trends.• Structured and maintained a database of derivative contracts for Legal and Compliance Departments.• Collaborated with a cross-functional team to analyze and spearhead the implementation of Dodd Frank regulatory standards on an operational basis.• Routinely provided analysis and reports of firm cash flow, team profitability, trading position risk and what-if analysis for new trade strategies, while also aiding in market forecasting and research

Greater Chicago Area

Executed institutional and market maker commodity trade orders on various exchanges (CBOT, CME, KCBT, MGE, NYMEX and ICE). Leveraged CBOT soybean oil electronic options market maker quotes to provide traders with timely market status information. Ran daily reports for traders and management, detailing firm’s current P&L and risk metrics. Filled and performed trades of agricultural futures for multiple internal accounts on CME Globex. Reconciled trade positions in line with clearing house standards; promptly identified/rectified discrepancies on internal statements. Participated in R&D functions to establish new/enhanced trading strategies designed to increase profitability and capitalize on previously-untapped opportunities.• Held full operational accountability for overnight energy trade execution functions on a high volume desk.• Managed trading accounts with assets in excess of $1 million

• Evaluated current construction market conditions and researched potential new customers• Calculated and evaluated regional daily sales verse forecasted benchmarks• Updated sales territory maps and company databases

Mba, Finance, General, Gpa 3.86/4.00

Bachelor'S Degree, Finance, Gpa 3.52/4.00

Activities and Societies: Graduated with Upper Division Honors