Adam Koob

Adam Koob Email and Phone Number

Experienced Equipment Leasing, Lending, and Capital Markets Professional @ Vantage Financial
Adam Koob's Location
Minnetonka, Minnesota, United States, United States
Adam Koob's Contact Details
About Adam Koob

Highly motivated and experienced lending professional with an in depth understanding of mortgage lending, equipment leasing, capital markets, credit risk, underwriting, pricing, risk management and multiple other financial principles and theories. Possess an advanced understanding of all Microsoft platform programs (Word, Excel, Access, PowerPoint and Outlook). Enjoys strong commitment to a team environment with the ability to contribute expertise and follow leadership directives at appropriate times.Vantage Financial offers customized, cost-effective leasing solutions for technology equipment, software, and services. We work with clients in all different industries to strategically acquire the best possible technology at a price they can afford. I am responsible for overseeing all marketing operations and providing support to our sales team in the field, along with additional company projects as they arise. I enjoy working in a fast-growing, relationship-focused company with endless opportunities to build on our efforts while continuing to offer top-notch service to our clients and partners.

Adam Koob's Current Company Details
Vantage Financial

Vantage Financial

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Experienced Equipment Leasing, Lending, and Capital Markets Professional
Adam Koob Work Experience Details
  • Vantage Financial
    Equipment Leasing
    Vantage Financial May 2024 - Present
    Excelsior, Minnesota, Us
    Vantage Financial is a leading provider of equipment leasing solutions, specializing in facilitating access to crucial equipment across various industries. With a commitment to innovation and client satisfaction, Vantage Financial aims to empower businesses to thrive by offering flexible leasing options tailored to their specific needs. By taking a long term relationship approach to client and partner relationships, Vantage believes that helping our clients succeed is the best way to build extremely loyal relationships. This is our founding principle and remains the heart and soul of Vantage Financial.
  • Cobank
    Lease Coordinator
    Cobank Jun 2022 - Aug 2023
    Greenwood Village, Co, Us
    Responsible for origination activities for complex equipment and facility lease transactions, including lease projects and capital market transactions. Accountable for transactional prioritization, documentation, interim funding management, quality assurance, funding and booking activities. Works in a team environment and collaborates with Relationship Managers (RMs), Asset Management, Credit, Attorneys (internal and external), customers and lease partners to ensure that lease origination commitments are fulfilled. Serves as an alternate point of contact for partners and customers when RMs or Account Managers (AMs) are not available.
  • Career Break
    Full-Time Parenting
    Career Break Feb 2020 - Jun 2022
    After previous position was eliminated and due to COVID-19 pandemic my wife and I decided that we would delay my return to the workforce for the health and safety of our family.
  • Wells Fargo
    Business Negotiations Consultant - Assistant Vice President
    Wells Fargo Nov 2012 - Feb 2020
    San Francisco, California, Us
    -Responsible for the overall relationship with all MI companies as well as procurement of MI on WFHM originated mortgages, $12 billion annual average-Negotiate all terms of business (agreements and amendments) with the MI companies (includes pricing, business terms, process streamlining initiatives, new products, programs, features, etc.) and provide oversight for contractual compliance-Work with other business units to understand the business needs, facilitate resolution with MI companies and develop infrastructure to support new terms of business-Supports any maintenance issues and opportunities related to MI servicing-Communicate policy changes to/from the MI companies, provide SMEs to support implementation, and support internal projects and initiatives-Manage the Mortgage Insurance Management System (MIMS)
  • Wells Fargo
    Operations Analyst
    Wells Fargo May 2011 - Nov 2012
    San Francisco, California, Us
    •Responsible for remittance of monthly and annual premiums on approximately 570,000 Conventional Insured loans, $55 million monthly average •Represented the Insurance Services department on both company and industry-wide initiatives including: Repurchase Operations, MI Relations, Capital Markets, Legal, Credit Risk Management, Technology Integration, Loss Mitigation, Treasury Management, Escrow Operations, and government initiatives•Validated that departmental functions meet investor regulatory requirements and internal risk and compliance guidelines•Implemented processes to reduce costs and redundancies, and improve operational excellence•Developed and Maintained the MI Rescission Database and MI Gateway•Assisted with team member training and development•Assigned and distributed daily/weekly workload as needed
  • Wells Fargo
    Loan Servicing Specialist Iii
    Wells Fargo Feb 2006 - May 2011
    San Francisco, California, Us
    •Acted as a Subject Matter Expert to provide essential data conversion support for a $140 billion acquisition. •Successfully managed overall risk to department by reducing the number of uninsured loans by 15%. •Conducted data integrity testing with MS Access and MS Excel and other database systems. •Helped formulate more accurate data-conversion tables for file conversion. •Analyzed data and identify errors and areas for improvement, distribute results in the form of multiple monthly reports to a wide managerial audience outlining required changes. •Interpreted Federal and state requirements by examining corresponding data and submit multiple reports. •Developed more efficient procedures for essential processes. •Worked with both internal and external business partners to assist in providing accurate and timely data for multiple government/investor audits.
  • Wells Fargo
    Loan Servicing Specialist Ii
    Wells Fargo Jul 2005 - Feb 2006
    San Francisco, California, Us
    •Monitored PMI lines to ensure that premiums are paid correctly, and kept in compliance. •Served as a liaison between PMI companies and investors and the customer (both internal and external) to resolve any disputes and customer questions. Also researches and provides the requirements for PMI deletion to the customer. •Kept up to date on all PMI laws and legislation, so as to provide the most up to date information to our customers and co-workers. •Individually supervised a loan portfolio that averages $8 million monthly.
  • The Home Depot
    Sales
    The Home Depot Feb 2004 - Aug 2005
    Atlanta, Georgia, Us
    •Demonstrated effective time management and organizational skills through the balancing of 30-35 hour work weeks and full-time student enrollment. •Offered support to guests with regards to their individual projects while increasing sales and customer satisfaction

Adam Koob Skills

Loan Servicing Financial Advisory Minneapolis Home Depot Powerpoint International Economics Efficient Formulate C Infrastructure Insurance Windows Conventional Sales State Laws Customer Satisfaction Hudson Home Mortgage Lending Negotiation Credit Risk Finance Reports Serving Extracurricular Activities Compliance Operations Outlook Pmi Business Administration Microsoft Office Microsoft Access Microsoft Word Work Ethic Sales Promotion Tables Real Estate Microsoft Excel Colorado Testing Credit Time Management Examining Disputes Balancing Audience Financial Analysis Organizational Structure Data Conversion Waterfalls Mortgage Insurance Subject Matter Expert Works Well With Others Management Contractual Agreements Credit Analysis Risk Mortgage Servicing Science System Monitoring Data Integrity Database Systems Mergers And Acquisitions Legislation Loans Rivers Wells Fargo Access Resolve Internal Audit

Adam Koob Education Details

  • University Of Wisconsin-River Falls
    University Of Wisconsin-River Falls
    Finance

Frequently Asked Questions about Adam Koob

What company does Adam Koob work for?

Adam Koob works for Vantage Financial

What is Adam Koob's role at the current company?

Adam Koob's current role is Experienced Equipment Leasing, Lending, and Capital Markets Professional.

What is Adam Koob's email address?

Adam Koob's email address is ad****@****rgo.com

What schools did Adam Koob attend?

Adam Koob attended University Of Wisconsin-River Falls.

What are some of Adam Koob's interests?

Adam Koob has interest in Professional Networking, Football, International Travel, Investing, Real Estate, Baseball, Basketball, Commercial Real Estate, Golf.

What skills is Adam Koob known for?

Adam Koob has skills like Loan Servicing, Financial Advisory, Minneapolis, Home Depot, Powerpoint, International, Economics, Efficient, Formulate, C, Infrastructure, Insurance.

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