Rory Marks Email & Phone Number

New York, NY, US

New York, NY

New York, New York, US

• Own and manage the credit underwriting process for new and existing commercial clients, with appropriate processes for client segments
• Responsible for ongoing risk reporting and portfolio risk management of the business, ensuring credit risk aligns with internal and external targets and credit underwriting policies
• Develop new credit underwriting strategies to allow for business expansion and maintenance of overall business risk targets
• Support the sales and customer success teams internally and externally as the subject matter expert on the credit policy and credit underwriting processes
• Collaborate cross-functionally with accounting, finance, legal, and product to ensure compliance to credit risk tolerance for new business segments and product offerings

Miami, Florida, US

• Develop and implement underwriting policies and procedures for small business loans
• Manage an underwriting team and facilitate training and educational opportunities to enhance knowledge, optimize performance, and encourage team building
• Evaluate financial and related data to determine creditworthiness of applicants and establishing or renegotiating credit terms when necessary
• Engage in strategic planning for managing collections and coordinate with the legal team to negotiate new repayment plans

Milwaukee, Wisconsin, US

• Managed 3rd party clients, including Payment Facilitators & Wholesale Independent Sales organizations, in collaboration with multiple stakeholders.
• Communicated with various organizations and high-level personnel to perform audits, involving financial analysis and in-depth review of operational and reputational risk
• Performed due diligence on potential new and existing clients to evaluate risk and determine eligibility for a partnership with Fiserv

Central Diligence Group provides due diligence and product development consulting for alternative SMB lending. We also provide direct funding to most types of small businesses through various products.

Managed the company's portfolio of active loans and helped guide strategy to increase revenue while mitigating risk.

New York, NY, US

Small business loan underwriter and team leader.