Nathan Warner Email & Phone Number

Dallas-Fort Worth Metroplex

- Primary, secondary, and distressed closer- Completing accurate borrowing requests daily- Daily trade reconciliation - Using Solvas for settlement

Dallas-Fort Worth Metroplex

- 1,745 trades closed YE 2023- Using Wall Street Office Administrator to determine clients’ position - Researching trades and determining best strategy in order to close - Communicating effectively with the client - Distressed trades closer (closed near $100MM distressed deal in early 2024)- Primary trades closer (have closed over $200MM)

Settling trades for a buy side client using Wall Street Office Administrator.

Providing excellent customer service to participants in a wide range of retirement plans. Assist with handling their accounts, providing educational support and knowledge based solutions with a "can-do" attitude. Handling 60+ inbound calls per day with the occasional outbound call for customer resolution. Proficient in understanding what customers are asking and how we can go about helping them.Achievements include hitting 10/10 goals for Q1 and Q4 of 2020 and getting the MVP award for both of those quarters. Helping guide others to success by engaging and assisting with new associates with questions they might have and answered those questions through online chat or by phone.

Plano, Texas

Was able to provide support to the fountain food service data management group. Handled multiple excel spreadsheets with lots of data. Proficiently tailored the spreadsheet to meet the requirements for upload to the system showing that the product was delivered.

Prosper, Texas

Contract position that focused on scanning loan documents to get them online so they were easily accessible.

Dallas, Texas

Springfield, Missouri

Ruston, La

Responsibilites include handling customer transactions, answering the telephone, closing the bank at day's end