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Sageworks Jobs (NOW HIRING)

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 ...

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 ...

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 LOS and RB Connect systems, including Commercial Top Ten Reports and Pre-Pipeline updates • Continuously monitor personal skill development and industry trends to stay ahead of market ...

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 ...

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 ...

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 ...

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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 jobs pay 500,000 a year in the US?

High-paying jobs that can reach or exceed $500,000 annually include executive roles such as CEOs, CFOs, and other C-suite positions, as well as successful entrepreneurs, top-tier investment bankers, and certain specialized medical professionals like neurosurgeons. These roles typically require extensive experience, advanced skills, and often involve high levels of responsibility and long working hours.

What jobs pay 2000 a day?

High-paying jobs that can earn $2,000 or more per day include specialized roles such as surgeons, anesthesiologists, corporate lawyers, and senior executives. These positions typically require advanced education, significant experience, and often involve high levels of responsibility and expertise. Freelance consultants or contractors in certain industries may also reach this earning level with the right client base and skills.

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 does Sageworks do?

Sageworks is a financial technology company that provides credit analysis, risk management, and financial data solutions for lenders and financial institutions. The company offers tools to assess business creditworthiness and streamline lending processes, often requiring knowledge of financial statements and data analysis. Employees may work with software platforms and data reporting tools in a professional environment.

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 jobs pay $10,000 a month without a degree?

High-paying jobs that can reach $10,000 a month without a degree include roles such as sales managers, real estate brokers, commercial pilots, and skilled trades like electricians or plumbers. Success in these fields often depends on experience, certifications, or licensing, rather than formal education, and they may require strong interpersonal skills or technical training.

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.

More about Sageworks jobs
Infographic showing various Sageworks job openings in the United States as of June 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution.
Vice President, Loan Officer (Sandy)

Vice President, Loan Officer (Sandy)

CCBank

Sandy, UT • On-site

$98K - $148K/yr

Full-time

Posted 20 days ago


Job description

The Loan Officer will contribute to the growth of CCBank's market share of loans and deposits in the related market. The Loan Officer will work directly with existing and prospective clients of the bank to efficiently manage relationships, source and develop lending opportunities, and underwrite and close loan requests, while ensuring that the bank is forming comprehensive relationships with our clients.
Duties and Responsibilities
  • Contribute to the growth and market share expansion of the Sandy market for CCBank.
  • Partner effectively with retail banking management in the branch.
  • Engage with customers to determine loan needs.
  • Interview loan applicants.
  • Collect and process loan applications and documentation.
  • Evaluate credit and analyze financial documentation.
  • Advise clients on loan policies and restrictions.
  • Prepare loan proposals for credit approval with the support of the credit department.
  • Coordinate with internal team members and third-party vendors to complete closing due diligence and meet scheduled closing dates.
  • Maintain and update client account records.
  • Monitor and manage existing customer portfolio.
  • Maintain compliance with local, state, and federal laws.
  • Perform any other duties as assigned.

Minimum Requirements and Qualifications
  • 5+ years of direct experience producing and managing commercial loans in a banking environment.
  • Thorough and technical knowledge of financial statements, cash flow analysis, and commercial loan structure.
  • Direct experience with various commercial lending products including asset-based lines of credit, equipment lending, and real estate (term and construction financing).
  • Direct experience with financial spreading and loan underwriting tools (Moody's, Sageworks, Encino, etc.).
  • Exceptional ability to communicate proactively, clearly, and efficiently.
  • Exceptional time management and task prioritization skills.