Alex Koob Email & Phone Number

Denver, Co, Us

Denver, Colorado, United States

- Created and provided quality control of commercial lending documents including promissory notes, mortgages, deeds of trust, security agreements and all other documents related to commercial loans.- Analyzed, documented, and implemented department process and procedures and monitored against key performance indicators.- Created nCino reports and dashboards to monitor workflow, key performance indicators, and service level agreements.- Analyzed reports and dashboards with a focus to create efficiencies though minimization or elimination of waste errors and delays.- Implemented and maintained easily accessible document repository for departmental procedures, guides, and meeting notes within SharePoint/Microsoft Teams.- Conducted testing on new departmental procedures and changes to core systems to ensure smooth implementation and minimize effect on workflow.- Provided training and onboarding of new team hires, and ongoing training and assistance to colleagues already on the team.

Denver, Colorado, United States

- Worked cross-functionally to move projects forward efficiently.- Drafted and prepared contract documents, change orders, and design plans for customer’s review.- Guided customers through process of purchasing solar power from sale to installation while providing best-in-class-customer experience.- Analyzed high volume of projects, identified project blockers, and took proactive action to remove impediments from pipeline.- Maintained comprehensive project documentation and followed-up on important actions and decisions from customers and colleagues.

Broomfield, Colorado, United States

- Created, developed, and implemented department policy, process, and procedures and monitored against key performance indicators.- Elicited, analyzed, and documented business requirements for departmental initiatives by speaking with subject matter experts and senior leaders.- Created project plan to replace core fraud case management system, including scope, requirements, and decision/risk documentation.- Planned, scheduled, and executed fraud roadshows to new and current employees resulting in more focused member service and increased engagement shown through an increase in net-promoter score.- Communicated directly with members and colleagues to provide professional, knowledgeable guidance, investigation, and incident management for fraud events.- Identified, communicated, and resolved areas of concern that threatened to impede department initiatives.- Monitored various alerting systems, reports, and dashboards for fraud events and trends and made fraud prevention strategy recommendations to team leadership based on performance results.- Managed and monitored department email inboxes, logging fraud cases and reaching out to members.- Identified trend of high-risk online membership applications and collaborated with IT and departmental management to implement controls and mitigate exposure.- Provided a thorough statistical analysis of a high-risk departmental policy, defined areas for improvement, and initiated the development of a new policy that lowered fraud exposure by 80%.- Collaborated with Boulder Police Department and internal Legal Counsel to investigate illegal activities on member accounts.- Supported the prioritization of initiatives based on business needs and requirements.- Successfully managed competing resources and priorities.- Considered to be the subject matter expert on implementation of special projects, process and procedure development, and internal training.

Boulder, Colorado

- Educated and assisted members with complex IRA and HSA questions and facilitated transactions to ensure accuracy and regulatory compliance.- Underwrote new membership applications with a keen attention to detail, exercised discretionary and professional judgement when conducting research on new applicants.- Acted as a liaison between members and third-party mortgage vendor, performing a variety of tasks including assisting with issues related to mortgages, payment processing, and property tax assessment.- Reviewed and analyzed Currency Transaction Reports to determine if reports were compliant with BSA/AML guidelines and internal policy. - Facilitated successful tax-season organizational initiative with cross-functional team including subject matter experts and senior leaders which lead to an overall increase in operational efficiency and organizational awareness.- Identified and implemented process for data cleanup on safe deposit boxes which decreased wait time by up to a year and increased credit union revenues by $3000.00 per year. - Responsible for educating new Elevations employees about the duties and responsibilities of the Operations Account Services team.- Considered to be a subject matter expert on IRAs, HSAs, Trusts, Estates, new account underwriting, and member service.

Boulder, Colorado

- Provided first contact for members calling the Elevations contact center, answered questions and assisted with basic financial transactions to meet member's needs in a high volume, fast-paced, financial service center.- Conducted complex financial transactions with accuracy.- Routinely recognized for excellent communication and customer service skills, including being nominated for the Elevations Mile High Performer Award for Quarter 3 2015 for perfect customer survey responses.- Prioritized and monitored multiple points of contact including the phones, email, and online chat. - Responsible for training and onboarding of new Member Solutions Guides in the contact center.- Considered to be a subject matter expert on Elevations deposit and loan products, call center software, and member service best practices.

Boulder, Colorado

- Provided first contact for incoming members at the UMC Branch on campus at the University of Colorado, assisting with daily transactions and account troubleshooting while also providing education on Elevations products to best suit members’ needs.- Served as branch auditor, performing monthly balancing on all cash drawers, dispensers, vault transactions, and debit/credit card stock.- Advised student members on responsible usage of debit and credit accounts to minimize their risk of incurring unnecessary overdraft and finance charges. - Showcased attention to detail and integrity through maintaining balanced cash drawer and ethical sales practices.- Responsible for training and onboarding of new Tellers at the UMC Branch.

Coralville, Iowa

I worked as a server and helped out on the bottling line as needed.

Iowa City, Iowa

Responsible for the maintenance of all clean water systems at the University of Iowa. Operated water softeners and reverse osmosis/DI machines to provided clean, purified water to buildings across campus. Operated campus swimming pools by ensuring they had an appropriate amount of chlorine.

Iowa City, Iowa

Cascade, Iowa

I worked third-shift operating a CNC machine during breaks from school at the University of Iowa

Cascade, Iowa