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Sageworks Jobs (NOW HIRING)

Lake Ridge Bank

Loan Assistant

Monona, WI

$37K - $46K/yr

... Sageworks. Perform functions associated with Commercial and Agriculture Loans: * Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan ...

Lake Ridge Bank

Loan Assistant

Monona, WI · On-site

$37K - $46K/yr

... Sageworks. Perform functions associated with Commercial and Agriculture Loans: * Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan ...

Lake Ridge Bank

Loan Assistant

Monona, WI · On-site

$38K - $48K/yr

... Sageworks. Perform functions associated with Commercial and Agriculture Loans: * Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan ...

Lake Ridge Bank

Loan Assistant

Madison, WI · On-site

$37K - $46K/yr

... Sageworks. Perform functions associated with Commercial and Agriculture Loans: * Actively assist in the loan origination process for new and renewal loan requests by assisting Lenders, loan ...

MutualOne Bank

Senior Accountant II

Framingham, MA · Hybrid

$80K - $101K/yr

Oracle, Avid Pay, Blackline, Sageworks) is preferred. * Understanding of internal controls is preferred but not required. * Compliance with Bank Secrecy Act (BSA) regulations as appropriate to the ...

American Riviera Bank

Senior Credit Analyst II

Ventura, CA · On-site

$97K - $146K/yr

Become proficient in all underwriting aspects of Sageworks including spreading financial statements, pulling credit reports, generating Credit Action Reports, and utilizing Sageworks Workflows to ...

CCBank

Vice President, Loan Officer (Salem)

Salem, UT · On-site

$98K - $148K/yr

Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.). * Exceptional ability to communicate proactively, clearly, and efficiently. * Exceptional ...

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Sageworks information

What is Sageworks?

Sageworks is a financial software company that provides solutions for financial institutions, such as banks and credit unions, to automate lending, credit risk analysis, and portfolio management. Professionals working with Sageworks typically help implement, manage, or use Sageworks software to streamline financial analysis, improve loan decision-making, and comply with regulatory requirements. They may work in roles such as software specialists, financial analysts, or client support for organizations using Sageworks products. These professionals ensure that financial data is accurately analyzed and reported using the Sageworks platform.

What are the key skills and qualifications needed to thrive as a Sageworks analyst?

To thrive as a Sageworks Analyst, you need a strong foundation in financial analysis, accounting principles, and data interpretation, typically supported by a degree in finance, accounting, or a related field. Familiarity with Sageworks software, financial modeling tools, and spreadsheet applications like Microsoft Excel is highly beneficial. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These skills are crucial for delivering accurate financial insights and supporting decision-making in financial institutions or accounting firms.

What are some common challenges faced by professionals working with Sageworks software in financial institutions?

Professionals using Sageworks often encounter challenges in adapting to evolving regulatory requirements and ensuring data accuracy across multiple loan portfolios. Another common challenge is integrating Sageworks with other internal systems, which may require coordination with IT and training for team members. Collaborating effectively with credit analysts, relationship managers, and compliance teams is essential to streamline workflows and maintain consistency in risk assessments. Staying updated on software updates and best practices is also important for maximizing efficiency.

What is the difference between Sageworks vs Financial Analyst?

AspectSageworksFinancial Analyst
CredentialsTypically requires finance or accounting background, certifications like CFA or CPA are commonRequires finance, accounting, or economics degree; CFA certification often preferred
Work EnvironmentFinancial software companies, consulting firms, or financial servicesCorporations, banks, investment firms, or consulting agencies
Industry UsageUsed mainly in financial data analysis and credit risk assessmentUsed in investment analysis, budgeting, forecasting, and financial planning

While Sageworks focuses on financial software and data analysis, a Financial Analyst performs broader financial planning and analysis tasks. Both roles require strong finance knowledge, but Sageworks is more software and data-oriented, whereas Financial Analysts are involved in strategic decision-making.

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Sageworks jobs near you
Infographic showing various Sageworks job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 95% Physical, 4% Hybrid, and 1% Remote job distribution.

Senior Commercial Lending Assistant

Bank of Utah

Orem, UT

$24 - $26/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

Thanks for your interest in applying to the Bank of Utah. My name is Jared Sellers, and I work as SVP Team Leader. As an introduction to our company, the Bank of Utah was founded in 1952, and is one of Utah’s largest privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a Top 100 Fastest Growing Company.
Our Mission Statement:
We strive to unlock the potential of our team members, clients, and community. We act with integrity in every decision, build trust through every interaction, and exceed expectations at every opportunity. We seek to responsibly create lasting prosperity today and for generations to come.
Job Opening Details:
If our mission statement piques your interest, we encourage you to apply for the currently open position of Senior Commercial Lending Assistant to work Monday - Friday from 8 AM - 5 PM at our Orem Branch located at 1000 W 800 N, Orem, UT. This Senior Commercial Lending Assistant provides support for a variety of Commercial, Construction, and SBA Loan functions.
Qualifications:
  • High School Education
  • Must have five years of Commercial Loan processing experience.
Regular Duties and Responsibilities:
  • Pull reports: Good Standings, OFAC, UCC Search, Flood Search
  • If collateral is property, verify property taxes are current.
  • Order Title Policy.
  • Review PR for requirements, exceptions.
  • Create workflow for proposed loan into SageWorks.
  • Image/upload all required documents into SageWorks.
  • Review entity documents for signing authority.
  • Review with the loan officer all loan documents received from Credit Admin for accuracy.
  • Review the signed loan documents for all required signatures.
  • When needed close loans for officers.
  • Image/upload all signed loan documents into SageWorks.
  • Prepare title closing letter of instructions.
  • Follow up on any compliance issues.
  • Process paid outs / release collateral.
  • Clear up ticker exceptions.
  • Process any invoices that need to be paid.
  • Follow up on incomplete files.
  • Maintain paper loan files.
  • Disburse loans or make transfers when applicable.
  • Maintain original Notes amp; Collateral.
  • When applicable, process payments / loan payoffs.
  • Assist in training new lending assistants in their responsibilities.
  • Attendance is an essential function of the job.
  • Other duties as assigned.
Benefits of Working with Us
Bank of Utah's comprehensive benefits package includes:
  • Great work-life balance, with a Monday-Friday schedule
  • Competitive pay and benefits, including medical, dental and vision plans
  • 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
  • 12 paid bank holidays + paid time off, including paid parental leave
  • Volunteer opportunities to make a difference in the communities where you work and live
  • Awards and recognition to celebrate you and your colleagues for living the bank's values

Apply