Dan Kava

Dan Kava Email and Phone Number

Senior Director, Underwriting @ Forward Financing
Cincinnati, OH, US
Dan Kava's Location
Cincinnati Metropolitan Area, United States, United States
Dan Kava's Contact Details
About Dan Kava

Accomplished leader with 20+ years of experience providing strategic leadership to achieve objectives through process reengineering, change management, and directing / training high-performance teams within financial institutions. Offers an exemplary background in crafting processes and procedures to manage key projects within expected timelines and budgets. Excel at identifying and resolving complex issues and operational bottlenecks to ensure seamless execution. Expert at revamping organizational structure and driving change initiatives to enhance synergies and mitigate potential risks. Accomplished credit officer and manager of business banking and commercial underwriting teams. Focuses on creating accountability, managing performance, developing talent, and building a winning culture through high team engagement. Recognized for strengths in teamwork, strategy, and execution.

Dan Kava's Current Company Details
Forward Financing

Forward Financing

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Senior Director, Underwriting
Cincinnati, OH, US
Employees:
332
Dan Kava Work Experience Details
  • Forward Financing
    Senior Director, Underwriting
    Forward Financing
    Cincinnati, Oh, Us
  • Social Venture Partners Cincinnati
    Partner
    Social Venture Partners Cincinnati Jun 2023 - Present
    Cincinnati, Ohio, Us
  • Forward Financing
    Senior Director, Underwriting
    Forward Financing Mar 2023 - Present
    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 need to succeed and grow.Responsible for leading the fantastic Underwriting team responsible for reviewing applications from small businesses for funding and providing a rapid, competitive, and profitable decision.
  • Pnc
    Equipment Finance Strategy And Planning, Senior Vice President
    Pnc Feb 2022 - Mar 2023
    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 ensure cross-functional alignment and project success.• 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 PNC Bank, National Association’s balance sheet.• 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
  • Pnc
    Operations Group Manager Sr, Senior Vice President
    Pnc Apr 2019 - Feb 2022
    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 client-impacting issues while meeting client expectations relating to documentation and funding of their loan and lease requests.• 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.
  • Fifth Third Bank
    Credit Officer, Vp
    Fifth Third Bank May 2016 - Apr 2019
    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. • Provides guidance where necessary to ensure compliance with standards.• Attends various meetings including administrative loan meetings, portfolio review meetings, etc.• Recommends, when appropriate, credits to be turned over to workout for collection.• Provides ongoing management and coaching for assigned staff of Credit professionals, to include Portfolio Managers and Credit Analysts.• Recruits, hires, supervises Portfolio Managers and Credit Analysts.
  • Pnc
    Business Banking Underwriting Team Leader, Vp
    Pnc Jan 2015 - May 2016
    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
  • Pnc
    Market Loan Manager, Avp - Northern Ohio
    Pnc Nov 2012 - Jan 2015
    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
  • Pnc
    Underwriter Ii, Officer
    Pnc May 2009 - Nov 2012
    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.
  • Pnc
    Office Manager, Retail Development Associate
    Pnc Jun 2007 - May 2009
    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
  • Chaminade University
    Assistant To The Director Of The Communications Department
    Chaminade University Jan 2007 - Jun 2007
    Honolulu, Hawaii, Us
    • Responsible for departmental accounts payable and receivable• Performed routine clerical duties• Assisted Communications professors with the creation of lesson plans
  • Chaminade University
    Peer Mentor And Orientation Leader
    Chaminade University Jun 2006 - Dec 2006
    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
  • Chaminade University
    Research Analyst
    Chaminade University May 2006 - Dec 2006
    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
  • Chaminade University
    Student Assistant
    Chaminade University May 2006 - Dec 2006
    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
  • Chaminade University
    President
    Chaminade University May 2005 - May 2006
    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

Dan Kava Skills

Powerpoint Microsoft Excel Outlook Microsoft Word Finance Marketing Management Visio Accounting Operations Management Adobe Acrobat Economics Relationship Management Strategic Communications Online Advertising Loans Leadership Sales Underwriting Small Business Lending Consumer Lending Credit Analysis Commercial Lending Mortgage Lending Retail Banking Risk Management Financial Services Mortgage Banking Portfolio Management Credit Lines Of Credit Training Banking Analysis Credit Risk Loan Origination Financial Analysis Customer Service Treasury Management Cross Selling Commercial Banking Cash Management Process Improvement Public Speaking Analytical Skills Business Process Improvement

Dan Kava Education Details

  • Aba Stonier Graduate School Of Banking
    Aba Stonier Graduate School Of Banking
    Bank Management
  • Cleveland State University
    Cleveland State University
    Business Administration
  • Chaminade University Of Honolulu
    Chaminade University Of Honolulu
    Business Administration
  • Villa Angela Saint Joseph High School
    Villa Angela Saint Joseph High School
    General Studies

Frequently Asked Questions about Dan Kava

What company does Dan Kava work for?

Dan Kava works for Forward Financing

What is Dan Kava's role at the current company?

Dan Kava's current role is Senior Director, Underwriting.

What is Dan Kava's email address?

Dan Kava's email address is da****@****ity.com

What schools did Dan Kava attend?

Dan Kava attended Aba Stonier Graduate School Of Banking, Cleveland State University, Chaminade University Of Honolulu, Villa Angela Saint Joseph High School.

What are some of Dan Kava's interests?

Dan Kava has interest in Top Chef, Baseball, Sailing, Poverty Alleviation, Music, Big Buck Hunter, Theater, Golf, Movies, Friends.

What skills is Dan Kava known for?

Dan Kava has skills like Powerpoint, Microsoft Excel, Outlook, Microsoft Word, Finance, Marketing, Management, Visio, Accounting, Operations Management, Adobe Acrobat, Economics.

Who are Dan Kava's colleagues?

Dan Kava's colleagues are Marie Angele, Nelissa Cabrera, Taylor Lawson, Sam Cagnetta, Rafiely Sosa, Yaneza Reyes, Rubén Minaya.

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