VP, Credit Underwriter - Enterprise Software - JCW

Job Description

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, 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.