Dan Kava Email & Phone Number

Cincinnati, OH, US

Cincinnati, Ohio, US

Boston, Massachusetts, US

Forward Financing is a Boston-based financial technology company that provides fast, flexible, and reliable working capital to small and medium-size businesses nationwide. By combining proprietary technology with a dedicated team of small business financing experts, Forward Financing delivers same day funding with the speed and simplicity business owners.

Pittsburgh, Pennsylvania, US

• Direct the development and own the strategic roadmap for PNC Equipment Finance, collaborating with business stakeholders and technology teams to plan and execute key initiatives. Cultivate and develop partnerships to.
• Acted as a business sponsor and project lead for 12 workstreams, including regulatory, legal, technology, operations, and sales, related to the merger of PNC Equipment Finance, LLC’s $16BN lease and loan portfolio into.
• Worked with leadership, and partners, and consulted with stakeholders on strategy, product development, and digital roadmap creation.
• Drove client-facing digital experiences and internal effectiveness and efficiency goals including creating a digital originations strategy and collaborating with technology and MIS to plan the delivery of solutions

Pittsburgh, Pennsylvania, US

• Steered and developed the documentation team supporting operating rail, business banking, commercial, middle market, corporate, and Canadian equipment finance transactions. Drive risk identification and mitigation of.
• Oversaw team of five managers and 45 direct reports; Improved employee net promoter score from -26 to 57.
• Leveraged lean management techniques to improve operations performance and improved client delivery
• Focused on issue identification and remediation to reduce operational losses and client-impacting errors.

Cincinnati, Ohio, US

• Approves or rejects most complex loans, where difficult questions of policy or credit risk may be involved.
• Advise credit and loan personnel on the company's overall policy, noting significant trends and recommending policy changes if necessary.
• Provides underwriting oversight for departmental loan requests consistent with Bancorp standards.
• Provides necessary overages for ongoing maintenance of credit exposure as applicable.
• Reviews various reports (borrowing base certificate, past due, overdraft, ALSR's, etc.) on a weekly or monthly basis to monitor Affiliate Bank credit quality and performance.
• Reviews credit packages for those loans approved within the Affiliate Bank's lending limits.

Pittsburgh, Pennsylvania, US

• Lead a team of credit underwriters who decision loan applications up to $250,000
• Responsible for training, support, talent development, process improvement, and adherence to credit policy
• Coordinated BBLC end to end process mapping and procedures update; resulting in a detailed process flow and standardized work for renewal and new money underwriting teams
• 2015 Northern Ohio Market All Star

Pittsburgh, Pennsylvania, US

• Liaison between Sales Partners and Credit Centers
• Training of Branch Managers and Business Bankers in sourcing, screening, submitting loan applications, and negotiaitng loans to close
• Credit risk management
• Loan Pipeline Management
• 2013 Western Territory MLM Top Performer
• 2014 Northern Ohio Market All Star

Pittsburgh, Pennsylvania, US

• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.
• Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.
• Review and update credit and loan files.
• Review loan agreements to ensure that they are complete and accurate according to policy.

Pittsburgh, Pennsylvania, US

• Created sales strategies for consumer and business clients to expand relationships
• Followed operating procedures while providing exceptional customer service
• Supervised branch performance and coached teammates for results

Honolulu, Hawaii, US

• Responsible for departmental accounts payable and receivable
• Performed routine clerical duties
• Assisted Communications professors with the creation of lesson plans

Honolulu, Hawaii, US

• Assisted 19 first-year students with their transition into the collegiate experience
• On-site event coordination of orientation events that included 100-250 people
• Served as a student liaison for 30 parents of new students, providing them with relevant information regarding the personal safety and academic provision of their student

Honolulu, Hawaii, US

• Authored reports on dept. inefficiencies and recommendations for change
• Researched maintenance and facility upkeep practices and standards
• Reported directly to the Vice President for Finance and Facilities

Honolulu, Hawaii, US

• Performed routine clerical duties
• Worked with constituents to plan and execute meetings and retreats
• Created new forms and policies to streamline processes

Honolulu, Hawaii, US

• Responsible for a $100,000 Budget
• Managed a staff of 25 student government representatives
• Reported to the Dean of Students, University President and Board of Regents

Bank Management

Masters, Business Administration

B.A., Business Administration

High School Diploma, General Studies