Tech Lending Associate – SaaS & Growth Financing

Susser Bank; Dallas, Northern (TX, KY); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Susser Bank in Texas seeks an Associate to support its Technology Lending platform, focusing on venture-backed tech firms. You will originate, underwrite, and manage credit‑intensive relationships from start to finish, building three-statement models and preparing memos for Credit Committee.

Prior exposure to investment banking or private credit is preferred. The role emphasizes disciplined credit culture, cross-functional collaboration with relationship managers and credit leadership, and

Qualifications

• Bachelor's degree required in finance, accounting, economics, or related field.
• 1–3 years in investment banking, private credit, or commercial banking with tech exposure preferred.
• Experience underwriting SaaS or recurring-revenue businesses preferred.

Responsibilities

• Support technology lending opportunities with sponsors, founders, and management teams.
• Perform comprehensive credit underwriting and due diligence per credit policy.
• Build, review, and sensitize three-statement financial models.
• Evaluate borrower valuations using market multiples and DCF, where appropriate.
• Prepare clear credit memoranda and approval packages for Credit Committee.
• Assist in structuring credit facilities with leverage, amortization, pricing, and covenants.
• Coordinate with legal and external advisors on loan documents and closing.
• Support portfolio management including covenant compliance and annual reviews.
• Contribute to long-term sponsor and borrower relationships.

Skills

Credit fundamentals

Financial modeling

Excel & PowerPoint

PitchBook familiarity

Communication

Teamwork

Education

Bachelor's degree in finance/accounting/economics or related field

Tools

PitchBook

S&P Capital IQ

Job description

Susser Bank in Texas seeks an Associate to support its Technology Lending platform, focusing on venture-backed tech firms. You will originate, underwrite, and manage credit‑intensive relationships from start to finish, building three-statement models and preparing memos for Credit Committee.

Prior exposure to investment banking or private credit is preferred. The role emphasizes disciplined credit culture, cross-functional collaboration with relationship managers and credit leadership, and