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Sarah Poplinger

Sarah Poplinger

Financial Specialist

Followers of Sarah Poplinger392 followers
location of Sarah PoplingerPrairie Village, Kansas, United States

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  • Timeline

  • About me

    Sr. Loan Review Officer, VP at UMB Bank

  • Education

    • The University of Kansas

      -
      Bachelor’s Degree

    • The University of Kansas

      -
      Bachelor’s Degree

  • Experience

    • Commerce Bank

      Jan 2005 - Jan 2007
      Financial Specialist

      • Spread and analyzed financial data of various companies and/or individuals • Assembled financial data into cohesive debt analysis report for loan committee review

    • BMO U.S.

      Aug 2007 - Jul 2016

      • Recommended and structured loan facilities for new and existing commercial clients • Monitored loan facilities and maintained key client contact in conjunction with relationship managers • Developed, grew and managed a portfolio of high net worth clients• Underwrote and executed personal loans and lines of credit while maintaining client deposit base • Managed Private Banking support staff of three people• Provided superior customer service for maintenance of client relationships

      • Business Banking Portfolio Manager, Officer

        Aug 2010 - Jul 2016

      • Private Banking Relationship Manager

        Dec 2008 - Aug 2010

      • Private Banking Coordinator Supervisor

        Aug 2007 - Nov 2008

    • UMB Bank

      Aug 2016 - now

      • Sr. Loan Review Officer, VP

        Feb 2019 - now

      • Sr. Commercial Underwriting Officer, AVP

        Aug 2016 - Feb 2019

  • Licenses & Certifications

    • RMA Credit Risk Certified

      The Risk Management Association
      Nov 2017