Sara Lancaster Email & Phone Number

Tulsa, OK, US

Tulsa, OK, US

Relationship focused Commercial Banker responsible for identifying Corporate Banking prospects for BOK Financial, specifically companies with annual revenues of at least $40 million, with local decision makers and credit and / or treasury management and depository needs. In addition to new business and relationship development, I monitor, manage and retain.

Tulsa, OK, US

- Perform financial analysis on complex commercial loan transactions;- Perform industry analysis and market research;- Participate in structuring decisions and risk identification; - Assist with documentation review and closing stage of the loan process;- Monitor and maintain credit files for assigned accounts to ensure covenant compliance and minimal.

New York, NY, US

- Schedule, coordinate, and conduct Book Fair Workshops to maximize the Chairperson training opportunities and sales performance.- Offer guidance, advise and fresh ideas to Book Fair chair people to partner with them in an effort to maximize their sales.- Conduct selected revenue-building activities to optimize Book Fair financial results for the school.

New York, NY, US

Conduct assigned revenue-building activities to optimize Book Fairs' revenue and customer satisfaction goals (i.e. directed setups and tear down, corporate fair events, family event prep, volunteer training and teacher preview); provide support for workshops and remote warehouse events; identify, communicate and respond to opportunities to impact sales and.

Retired from commercial banking to raise two children. Manage our personal finances. Active volunteer at our children's school (Cedar Hills Elementary), at our church (Church of the Resurrection) and for our children's extracurricular activities.

New York, NY, US

Charlotte, NC, US

Team leader /primary client contact person responsible for developing strategies that utilize team members and partners in commercial credit, treasury management, investment banking, private / premier banking, derivatives and foreign exchange departments to find innovative solutions for clients (public or private companies with revenues from $75 million to.

US

Primarily responsible for new business development; no bank facilities in the area; and the Kansas City metro area, focusing on large corporate companies with revenues in excess of $100 million.In 1998, increased loan portfolio by $14 million, increased deposits by $2.5 million, generated $606,000 in "net operating revenue", 43 referrals to other.

Primarily responsible for new business development by identifying / pre-qualifying my own commercial loan prospects from middle market companies with annual revenues of $10 million to $75 million.Closed $860,000 in new loans during my first year and $2 million in new loans during my second year, in addition to servicing an existing $4 million commercial.

Responsible for training six credit analysts, assigning/ reviewing their work and conducting interviews and performance appraisals.Prepared written analytical presentations on high-dollar, complex loan requests.

Completed 15-week intensive Loan Officer Credit Training program, focusing on credit analysis, loan structure and oral and written presentation skills.Prepared written loan committee presentations and analyses for middle market commercial loan transactions, commercial real estate transactions and correspondent banking transactions.