12 Sageworks Jobs

Role Overview: You will be supporting the US banks team in credit risk assessment of Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your key activities will include researching and analyzing the CRE/C&I entity to assess their credit strength. If you have extensive experience in CRE and limited experience in C&I, you are encouraged to apply. For C&I, you will also be expected to spread financials in tools such as Sageworks and CreditLens, analyze and calculate qualifying income from various tax documents, and demonstrate a good understanding of nCino, Salesforce, RMA reports, Intex, and Bloomberg. You should be able to defend your views on the covered entity whe...

KEY ROLES AND RESPONSIBILITIES Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried ou...

KEY ROLES AND RESPONSIBILITIES Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried ou...

KEY ROLES AND RESPONSIBILITIES Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried ou...

The Senior Underwriter is responsible for independently analyzing, evaluating, and approving complex credit requests in accordance with company policies, regulatory requirements, and sound underwriting principles. This role requires a deep understanding of financial statements, risk assessment, and loan structuring across various lending products. The Senior Underwriter serves as a subject matter expert and mentor to junior underwriters, ensuring the overall quality and consistency of credit decisions. Responsibilities Credit Evaluation: Analyze financial statements, tax returns, and cash flow projections to assess borrower creditworthiness and repayment ability. Risk Assessment: Identify ke...

Round Rock, TX Summary The Assistant Branch Manager, Community Banking Officer is responsible for the administration and efficient daily operation of a full-service branch office, including operations, product sales, customer service, and security and safety in accordance with the Bank’s objectives whether the Branch Manager is on-duty or not. The Assistant Branch Manager, CBO assists the Branch Manager in the day-to-day operations of the branch. Develops new deposit business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new business sales, referra...

Key Roles And Responsibilities Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried ou...

You will be responsible for supporting the US banks team in assessing credit risk related to Commercial Real Estate (CRE) loans and Commercial and Industrial (C&I) loans. Your main tasks will involve researching and analyzing CRE/C&I entities to evaluate their creditworthiness. Candidates with extensive experience in CRE and some experience in C&I are encouraged to apply. For C&I loans, you will need to possess the skills mentioned earlier as well as the ability to spread financials using tools like Sageworks and CreditLens. You will also be required to analyze and calculate qualifying income from various tax documents such as Audit reports, Business Tax Returns, Personal Tax Returns, etc. K...

Greetings for the Day !!! We are Hiring for a Sr. Business Analyst with Financial Spreading software Experience for Hyderabad & Bangalore Location, Please find below attached Detailed Job Description. Job Description : Designation: Business Analyst - Financial Spreading Software Client : IDEXCEL Technologies, Full Time Position Experience: 6+ Years Notice Period: immediate to 15 Days Work Mode: Work From Office( 5 Days in a week) Interview Mode: ( 2 Levels) 1 St Level will be online, 2 nd Level will be F2F. Work Location: Bangalore, Hyderabad Business Analyst - Financial Spreading Software Job Summary We are seeking a highly motivated and experienced Business Analyst to join our team in deve...

Key Roles And Responsibilities Leading a team of 4-6 analysts which supports a US bank in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. Please note that CRE expertise is our primary requirement and C&I expertise is a good-to-have. The individual should be able to review the spreads and reports prepared by the analysts and interact with the client on a regular basis to discuss analytical aspects of work as well as the work pipeline. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Experience requirement for CRE: In his/her experience, the individual should have carried ou...

Key Roles And Responsibilities Supporting US bank’s team in credit risk assessment of (i) Commercial Real Estate (CRE) loans and (ii) Commercial and Industrial (C&I) loans. The key activities include research and analysis of the CRE/ C&I entity to assess their credit strength. Candidates with extensive experience in CRE and limited experience in C&I may also apply. For CRE: Source information such as updated operating statements, rent rolls, valuation reports, spread financials in financial spreading tool such as Sageworks, conduct CRE cash flow analysis, credit analysis of the loans and preparing detailed annual and quarterly credit memos, to evaluate borrower's loan repayment ability, cove...

Job Description: Required Skills and Experience · Proven experience as a Business Analyst in the financial services industry, with a focus on lending and credit risk management. · Strong understanding of financial spreading methodologies, including the analysis of financial statements, tax returns, and cash flow projections . · Specific knowledge of C&I, CRE, and Agriculture lending practices, including creditworthiness assessment, loan structuring, and risk mitigation strategies . · Familiarity with credit risk assessment tools and techniques, such as financial ratios, credit scoring models, and stress testing . · Experience with data analysis and financial modeling tools, such as Excel, SQ...