Tech Lending Associate: SaaS & Growth Financing

Susser Bank; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Susser Bank, a Texas regional bank, is seeking an Associate to support its Technology Lending platform. The role targets high-potential early-career professionals with exposure to investment banking, private credit, or tech-focused commercial banking.

You will underwrite, structure, and manage technology lending relationships, collaborating with relationship managers, credit administration, and senior leadership to maintain strict credit discipline and growth alignment.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field required.
• 1–3 years of relevant experience in investment banking, private credit, or commercial banking, with exposure to technology or growth-oriented companies preferred.
• Prior experience underwriting SaaS or recurring-revenue businesses strongly preferred.

Responsibilities

• Support technology lending opportunities through early engagement with financial sponsors, founders, and management teams.
• Perform comprehensive credit underwriting and due diligence in accordance with credit policy; analyze SaaS and recurring revenue models.
• Build, review, and sensitize three-statement financial models to assess cash flow durability, leverage capacity, and downside risk scenarios.
• Evaluate borrower valuations using market-based multiples and discounted cash flow methodologies to support credit decisions.
• Prepare clear, concise credit memoranda and approval packages for Credit Committee and executive review.
• Assist in structuring credit facilities including leverage, amortization, pricing, and covenants.
• Coordinate with internal legal counsel and external advisors on loan documentation, covenant packages, and closing requirements.
• Support ongoing portfolio management, including financial performance tracking, covenant compliance, annual reviews, and credit monitoring.
• Develop and maintain long-term sponsor and borrower relationships aligned with relationship-driven banking.

Skills

Credit underwriting

Financial modeling

MS Excel

PowerPoint

SaaS/recurring revenue analysis

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

PitchBook

S&P Capital IQ

Job description

Susser Bank, a Texas regional bank, is seeking an Associate to support its Technology Lending platform. The role targets high-potential early-career professionals with exposure to investment banking, private credit, or tech-focused commercial banking.

You will underwrite, structure, and manage technology lending relationships, collaborating with relationship managers, credit administration, and senior leadership to maintain strict credit discipline and growth alignment.