Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Work Preference
Quote
Websites
Interests
Languages
Affiliations
Timeline
b8
NATHAN REGEHR

NATHAN REGEHR

Mortgage Banking
La Jolla,CA

Summary

Proven finance executive with 20+ years of experience driving capital markets strategy, trading execution, and economic risk management across structured credit, mortgage banking, and treasury operations. Known for translating macroeconomic trends into clear, actionable strategies that strengthen institutional resilience, optimize liquidity, and unlock growth. Personally executed over $100B in MBS and Treasury trades, led cross-functional teams through volatile market cycles, and advised C-suite leaders on risk, pricing, and capital allocation. An early contributor to proprietary LOS development and fintech integrations, with deep experience in audit readiness, investor relations, and multi-site operational scaling. Equal parts strategist and operator—comfortable in the boardroom, on the trading desk, or building new systems from the ground up. Seeking to apply private sector expertise in mission-driven, high-impact environments spanning public sector, think tanks, ESG finance, capital markets, or next-gen platforms.

Overview

21
21
years of professional experience

Work History

Medical Leave of Absence

(Employment Gap)
La Jolla, CA
02.2024 - 01.2025

Online courses taken during recovery for personal growth:

Theological Courses (online) at Dallas Theological Seminary

Foreign Policy, Ancient Christianity Courses (online) at Hillsdale College

AVP, Capital Markets

Plaza Home Mortgage, Inc.
San Diego, CA
09.2012 - 02.2024

Led trading operations across mortgage-backed securities and U.S. Treasury futures, executing over $100B in trades.
Designed strategies that enhanced risk posture and drove $300K–$1M in annual upside.

Served as the only non-executive on the Interest Rate Risk Committee, advising C-level leadership and the EVP of Capital Markets on firm-wide strategy.

Managed relationships with 25+ institutional broker-dealers, including onboarding, KYCs, and contract oversight.

Led audit preparation for 10+ years, ensuring cross-departmental compliance.

Directed margin call strategies to protect liquidity, mentored new hires and interns, and contributed to internal think tanks on macro trends, risk modeling, and fintech integration.

VP, Capital Markets

Security One Lending / Synergy One Lending
San Diego, CA
12.2011 - 09.2012

Directed capital markets strategy for a national reverse mortgage lender expanding into conventional products, navigating new market complexities with disciplined risk management and macroeconomic insight.

Designed and implemented hedge models
aligned to dynamic rate environments and portfolio shifts, ensuring resilient performance.

Advised executive leadership with fast-turn analysis and scenario modeling to guide capital deployment, liquidity strategy, and product rollouts.

Led end-to-end investor and broker-dealer onboarding, enhancing pricing efficiency and market access.

Delivered steady financial leadership
through transformation, volatility, and regulatory shifts.

VP, Capital Markets

Home Savings of America
Little Falls, Minnesota, San Diego, California
12.2008 - 12.2011

Appointed by the FDIC to lead capital markets operations during institutional closure and asset disposition, with oversight of trading strategy, risk exposure, and asset wind-down in coordination with regulators.

Designed and launched a proprietary loan origination system, streamlining internal workflows and eliminating manual errors.

Partnered with the board and executive
leadership to deliver strategic recommendations and real-time reporting on liquidity, market positioning, and asset-liability management.

Served as Capital Markets representative at all board meetings and instituted internal controls to ensure full
audit readiness.

Developed deep expertise in the S&L model managing liquidity against expiring CDs, money market flows, and balance sheet sensitivity—insight that continues to inform strategic thinking across finance and risk roles.

Sr. Analyst, Trading

Fortes Financial
San Diego, CA
05.2008 - 11.2008

Worked across firms to strengthen trading capabilities and inform capital strategy through precise, data-driven execution.

Known for sharp timing, deep market reads, and tactical hedging built on macroeconomic forecasting.
Built hedge models aligned to shifting interest rate environments and portfolio composition.
Provided fast-turn market analysis that enabled executive teams to act on volatility in real time.
Supported capital deployment and liquidity planning by translating technical market trends into accessible strategies.

Sr. Analyst, Trading

Home Capital Funding
09.2003 - 07.2007

Intern

Financial Credit Network
Visalia, California
05.2002 - 09.2002

Education

Bachelor of Arts (B.A.) - International Business

Point Loma Nazarene University
San Diego, CA
08.2000 - 05.2004

Business in The EU, Political Economy of China

University of Cambridge
Cambridge, UK

Skills

  • Partnership Development
  • Operations Management
  • Regulatory compliance
  • Cross-functional collaboration
  • Data analysis
  • Process improvement
  • Problem solving
  • Industry knowledge
  • Market research
  • Risk management
  • Analytical thinking
  • Policy Development
  • Financial Oversight
  • Technical expertise
  • Decision making
  • Strategic planning
  • Financial analysis
  • Mergers and acquisitions M&A
  • Problem resolution
  • Written communication

Accomplishments

2019 MVP, Plaza Home Mortgage

2019 Select Circle, Plaza Home Mortgage

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Work Preference

Work Type

Full TimeGig WorkContract Work

Work Location

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CultureHealthcare benefitsWork from home optionPaid time off

Quote

"We don't make mistakes; but when we do, we know how to fix them."
Sonny Harris, my first boss in the mortgage industry

Interests

Piano / Music / Arts

Natural Wonders

Adventurous Travel

Creativity in the Kitchen

Geography

Keeping plants alive

Languages

English
Native or Bilingual
Spanish
Limited Working

Affiliations

  • Point Loma Nazarene University Alumni
  • Cambridge University Alumni

Timeline

Medical Leave of Absence

(Employment Gap)
02.2024 - 01.2025

AVP, Capital Markets

Plaza Home Mortgage, Inc.
09.2012 - 02.2024

VP, Capital Markets

Security One Lending / Synergy One Lending
12.2011 - 09.2012

VP, Capital Markets

Home Savings of America
12.2008 - 12.2011

Sr. Analyst, Trading

Fortes Financial
05.2008 - 11.2008

Sr. Analyst, Trading

Home Capital Funding
09.2003 - 07.2007

Intern

Financial Credit Network
05.2002 - 09.2002

Bachelor of Arts (B.A.) - International Business

Point Loma Nazarene University
08.2000 - 05.2004

Business in The EU, Political Economy of China

University of Cambridge
NATHAN REGEHRMortgage Banking