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.

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.
• 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.
• 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.
• 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