Spread financialstatements for Commercial Bankers into the Abrigo/Sageworks System. Review andprepare written analysis, spreadsheets, reports, summaries, and recommendationsbased on risks, credit and ...
Spread financialstatements for Commercial Bankers into the Abrigo/Sageworks System. Review andprepare written analysis, spreadsheets, reports, summaries, and recommendationsbased on risks, credit and ...
Senior Credit Analyst II
Santa Barbara, CA ยท On-site
Become proficient in all underwriting aspects of Sageworks including spreading financial statements, pulling credit reports, generating Credit Action Reports, and utilizing Sageworks Workflows to ...
Senior Credit Analyst II
Santa Barbara, CA ยท On-site
Become proficient in all underwriting aspects of Sageworks including spreading financial statements, pulling credit reports, generating Credit Action Reports, and utilizing Sageworks Workflows to ...
Vice President, Loan Officer (Salem)
Salem, UT ยท 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 ...
Vice President, Loan Officer (Salem)
Salem, UT ยท 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 ...
Senior Credit Analyst II
Paso Robles, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Paso Robles, CA ยท 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 ...
Senior Credit Analyst II
Santa Maria, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Santa Maria, CA ยท 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 ...
Senior Credit Analyst II
Atascadero, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Atascadero, CA ยท 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 ...
Senior Credit Analyst II
Atascadero, CA ยท On-site
Become proficient in all underwriting aspects of Sageworks including spreading financial statements, pulling credit reports, generating Credit Action Reports, and utilizing Sageworks Workflows to ...
Senior Credit Analyst II
Atascadero, CA ยท On-site
Become proficient in all underwriting aspects of Sageworks including spreading financial statements, pulling credit reports, generating Credit Action Reports, and utilizing Sageworks Workflows to ...
Senior Credit Analyst II
Paso Robles, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Paso Robles, CA ยท 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 ...
Senior Credit Analyst II
Santa Barbara, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Santa Barbara, CA ยท 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 ...
Vice President, Loan Officer (Sandy)
Sandy, UT ยท 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 ...
Vice President, Loan Officer (Sandy)
Sandy, UT ยท 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 ...
Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.). * Exceptional ability to communicate proactively, clearly, and efficiently. * Exceptional ...
Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.). * Exceptional ability to communicate proactively, clearly, and efficiently. * Exceptional ...
Senior Credit Analyst II
Atascadero, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Atascadero, CA ยท 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 ...
Senior Credit Analyst II
Santa Barbara, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Santa Barbara, CA ยท 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 ...
Senior Credit Analyst II
Santa Maria, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
Santa Maria, CA ยท 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 ...
Senior Credit Analyst II
San Luis Obispo, CA ยท 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 ...
Quick apply
Senior Credit Analyst II
San Luis Obispo, CA ยท 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 ...
Vice President, Loan Officer (Provo)
Provo, UT ยท 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 ...
Vice President, Loan Officer (Provo)
Provo, UT ยท 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 ...
Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.). * Exceptional ability to communicate proactively, clearly, and efficiently. * Exceptional ...
Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.). * Exceptional ability to communicate proactively, clearly, and efficiently. * Exceptional ...
Product Builder, Integrations Platform
Raleigh, NC ยท On-site +1
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 ...
Product Builder, Integrations Platform
Raleigh, NC ยท On-site +1
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 ...
Senior Partnerships Lead
Austin, TX ยท 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 ...
Senior Partnerships Lead
Austin, TX ยท 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 ...
Product Builder, Integrations Platform
Austin, TX ยท On-site +1
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 ...
Product Builder, Integrations Platform
Austin, TX ยท On-site +1
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 information
What is Sageworks and what do professionals in Sageworks do?
What are the key skills and qualifications needed to thrive as a Sageworks Analyst, and why are they important?
What are some common challenges faced by professionals working with Sageworks software in financial institutions?
What is the difference between Sageworks vs Financial Analyst?
| Aspect | Sageworks | Financial Analyst |
|---|---|---|
| Credentials | Typically requires finance or accounting background, certifications like CFA or CPA are common | Requires finance, accounting, or economics degree; CFA certification often preferred |
| Work Environment | Financial software companies, consulting firms, or financial services | Corporations, banks, investment firms, or consulting agencies |
| Industry Usage | Used mainly in financial data analysis and credit risk assessment | Used 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.

Full-time
Posted 2 days ago
Job description
Position Summary
Responsible for analyzingand monitoring the creditworthiness of the Bank's customers.ย Analyzes financial statements and tax returnsto evaluate the financial condition of individuals and businesses applying forcredit with the Bank.
Essential Duties andResponsibilities (Other duties may be assigned.)
ย ย ย ย ย ย ย ย Obtain loanrequest information from Commercial Bankers or Borrowers to analyze creditinformation, financial statements and other related information pertaining tothe loan.
ย ย ย ย ย ย ย ย Spread financialstatements for Commercial Bankers into the Abrigo/Sageworks System.
ย ย ย ย ย ย ย ย Review andprepare written analysis, spreadsheets, reports, summaries, and recommendationsbased on risks, credit and collateral.ย Assist in presentation of findings to the Lenders.
ย ย ย ย ย ย ย ย Understand thebackground of Borrowers and be able to communicate, both in writing andverbally, the strengths and weaknesses of a credit.
ย ย ย ย ย ย ย ย Prepare memos forthe Commercial Bankers, if needed
ย ย ย ย ย ย ย ย Creditunderwriting.
Qualifications
ย ย Bachelor's degree in Business, Accounting, Finance orrelated field or a minimum of 2 years of related experience in loan review orcommercial lending; or an equivalent combination of education and experience.
ย ย Effective oral and written communication skills.
ย ย Ability to compute complex math calculations.
ย ย Proven problem-solving and analytical skills.ย Ability to interpret a variety of informationfurnished in written, oral, diagram, or schedule form.
ย ย Ability to prioritize.
ย ย Effective time management skills.
ย ย Proficiency in using personal computers and officeproducts (e.g., Word, Excel).
Employment Type: FULL_TIME