We are seeking a strategic, finance-savvy Loan Officer with experience in venture capital, private equity, or structured lending to support our deal team in underwriting, due diligence, loan servicing, and ongoing portfolio management. This role requires a deep understanding of credit structures for investor-backed companies and strong analytical and relationship-management skills.
Evaluate VC- and PE-backed companies for creditworthiness by analyzing financial statements, cap tables, investor profiles, and market dynamics
Structure and originate loan products such as venture debt, acquisition financing, growth capital, and working capital lines
Collaborate with internal teams (investment, legal, operations) to finalize term sheets, credit approvals, and legal documentation
Lead and coordinate financial, legal, operational, and management due diligence on prospective borrowers
Assess company burn rate, revenue quality, unit economics, churn metrics, and customer concentration
Review corporate governance documents, capitalization structures, intellectual property status, and key contracts
Work closely with external counsel, third-party diligence providers, and internal stakeholders to validate underwriting assumptions
Oversee onboarding and disbursement processes for newly originated loans
Monitor loan performance, borrower compliance with covenants, financial reporting obligations, and key risk indicators
Manage periodic portfolio reviews, risk grading, and exposure analysis
Coordinate amendments, waivers, renewals, or restructurings as needed
Serve as primary point of contact for borrowers post-close, ensuring a high-quality client experience and proactive issue resolution
7+ years of experience in venture debt, private credit, structured finance, commercial banking, or related financial services
Strong credit analysis, financial modeling, and deal structuring skills
Prior experience with due diligence and ongoing loan servicing of investor-backed companies is required
Excellent communication and relationship-building skills
Familiarity with SaaS metrics, startup financials, and growth company dynamics preferred
Proficiency in Excel, loan servicing, and portfolio monitoring tools
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA or CFA a plus
Understanding of applicable lending regulations and best practices in credit risk management