Demo

VP, Credit Underwriter - Software & Healthcare Tech

JCW
Santa Rosa, CA Full Time
POSTED ON 3/16/2025
AVAILABLE BEFORE 4/7/2025

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.

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