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Sageworks Jobs (NOW HIRING)

CCBank

Vice President, Loan Officer (Provo)

Provo, UT · On-site

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

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 ...

CivicMinds, Inc

Commercial Lender

Poughkeepsie, NY · On-site

... 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 ...

CivicMinds, Inc.

Commercial Lender

Poughkeepsie, NY · On-site

... 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 ...

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 ...

BCB COMMUNITY BANK

Credit Underwriter

Bayonne, NJ · On-site

$90K - $115K/yr

Knowledge of Abrigo/Sageworks and Jack Henry products a plus. Physical Requirements and Working Conditions * Professional work environment with moderate noise. * Ability to sit and stand extended ...

Texas Gulf Bank

Credit Analyst

Houston, TX · On-site

$27 - $37/hr

Previous experience using Sageworks will be beneficial as well. Educational Requirements: The qualified candidate should possess a minimum of a bachelor's degree with preferred area of study in ...

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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.
Vice President, Loan Officer (Provo)

Vice President, Loan Officer (Provo)

CCBank

Provo, UT • On-site

Full-time

Posted 26 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 Provo 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.

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