JCW has partnered with a leading recurring revenue and venture lending firm in their search for a VP level Credit Underwriter. This experienced professional would be evaluating, structuring, and managing debt investments in the software and healthcare tech sectors. This role offers a unique opportunity to leverage your recurring revenue underwriting expertise and contribute to a collaborative team where you’ll work closely with the executive management group.
Locations: San Diego CA, Austin TX, or San Francisco, CA
Key Responsibilities
Lead underwriting efforts for new platform investments, add-on facilities, and loan modifications. Develop persuasive written proposals and present them to the executive team.
Build and maintain strong relationships with new and existing clients. Prepare detailed monthly portfolio analysis reports and quarterly client updates for the recurring revenue loan portfolio.
Conduct thorough due diligence on new investment opportunities. This includes detailed analysis of products, financial statements, industry trends, and business plans.
Collaborate with Legal, Corporate Finance, Marketing, and other teams on various projects to drive overall business success.
Desired Skills & Experience
Bachelor’s degree in finance and/or economics with 3-9 years of experience in private credit or investment banking.
Underwriting experience with a specific focus in healthcare tech and/or software investments.
Advanced MS Excel and financial modeling capabilities.
For more information, please contact Elijah Ervin at 646-741-2166 or elijah.ervin@jcwresourcing.com.