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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

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 ...

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

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

$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 ...

Sageworks

Training Consultant

Austin, TX · On-site

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes - from anti-money laundering to fraud detection to CECL readiness ...

Sageworks

Senior Partnerships Lead

Raleigh, NC · On-site

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes - from anti-money laundering to fraud detection to CECL readiness ...

Sageworks

Training Consultant

Raleigh, NC · On-site

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes - from anti-money laundering to fraud detection to CECL readiness ...

Sageworks

IT Services Specialist

Raleigh, NC · On-site

At Abrigo, we providemarket-leading compliance, credit risk and lending software solutionsthat financial institutions use to manage risk and drive growth. Our solutions automate key processesand ...

Sageworks

Legal Counsel

Raleigh, NC · On-site +1

At Abrigo, we provide market-leading compliance, credit risk and lending software solutions that financial institutions use to manage risk and drive growth. Our solutions automate key processes and ...

MutualOne Bank

Senior Financial Analyst

Framingham, MA · Hybrid

$93K - $115K/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 ...

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Sageworks information

What is Sageworks and what do professionals in Sageworks do?

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, and why are they important?

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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What job categories do people searching Sageworks jobs look for? The top searched job categories for Sageworks jobs are:
Sageworks jobs near you
Infographic showing various Sageworks job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution.

Loan Systems Engineer

Swoon Technology Resources LLC

Kokomo, IN • On-site

$80K - $90K/yr

Full-time

Posted 20 days ago

Job description

Location: Kokomo,Indiana
Expected Start Date: Jun 1, 2026
Salary: $80,000 - $90,000
Loan Systems Engineer
Location: Kokomo or Fishers, IN (Hybrid - 1 remote day/week)
Compensation: $80,000-$90,000 base
Industry: Banking/Technology
Required Qualifications
  • 2-4+ years of experience within lending operations, loan systems administration, or lending technology environments
  • Hands-on experience with loan origination systems, preferably Abrigo/Sageworks and/or Encompass
  • Strong understanding of credit/lending workflows and loan operations processes
  • Experience configuring workflows, loan products, or compliance rules within lending systems
  • Exposure to APIs, integrations, middleware, or systems configuration work
  • Strong communication skills with the ability to work directly with business stakeholders
  • Self-starter mentality with the ability to work independently and adapt in a growing environment
Preferred Qualifications
  • Experience with CSI loan administration systems
  • Experience integrating lending systems with digital banking or core banking platforms
  • Familiarity with LaserPro or other document generation tools
  • Exposure to workflow automation or case management platforms
  • Community banking or mid-sized financial institution experience
Position Overview
Our client is seeking a Loan Systems Analyst/Engineer to support and optimize the bank's lending technology ecosystem, with a primary focus on loan origination systems including Abrigo/Sageworks and Encompass. This is a highly visible, hands-on role responsible for configuring workflows, improving automation, supporting integrations, and partnering directly with lending and business teams to streamline operations across the loan lifecycle.
This position is ideal for someone who enjoys wearing multiple hats and wants the opportunity to help build structure and scalability within a growing banking technology environment. The team is looking for a motivated, self-sufficient individual who can work independently, identify process improvement opportunities, and help maximize the value of existing systems and platforms.
This role reports directly to the Director of Digital Strategies & Products and offers long-term growth potential.
Key Responsibilities
Loan Origination Systems & Workflow Optimization
  • Serve as a primary technical resource for loan origination systems including Abrigo/Sageworks and Encompass
  • Configure and maintain loan products, workflows, compliance rules, disclosures, and user permissions
  • Analyze lending workflows and identify opportunities for automation and operational efficiency
  • Improve and optimize lending processes across commercial and consumer lending operations
  • Support system upgrades, testing, troubleshooting, and issue resolution
  • Create and maintain SOPs, technical documentation, and process materials
Systems Integration & Automation
  • Support integrations between loan origination systems and:
    • Core banking systems
    • Digital banking platforms
    • Document generation/eSignature tools
    • Third-party lending and data platforms
  • Work with APIs, middleware, JSON payloads, webhooks, and vendor integrations
  • Partner with internal stakeholders and external vendors to improve data flow and system connectivity
  • Help reduce manual processes through workflow automation and system enhancements
Business Partnership & Lending Operations Support
  • Meet directly with business stakeholders to gather requirements and improve system usability
  • Translate lending and compliance requirements into technical system configurations
  • Support loan operations teams including lenders, processors, underwriters, and closers
  • Identify underutilized functionality within existing platforms and recommend improvements
Compliance, Reporting & Data Integrity
  • Ensure systems align with regulatory requirements including HMDA, CRA, TRID, RESPA, and Fair Lending
  • Support audit requests, reporting validation, and data integrity initiatives
  • Maintain security controls, permissions, and access management best practices

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