Dan Kava

Partner

Social Venture Partners Cincinnati

Jun 2023 - Current (3 years 3 months)

Vice President of Underwriting and Funding Operations

Forward Financing

Mar 2023 - Current (3 years 6 months)

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.

Equipment Finance Strategy and Planning, Senior Vice President

PNC

Feb 2022 - Mar 2023 (1 year 2 months)

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

Operations Group Manager Sr, Senior Vice President

PNC

Apr 2019 - Feb 2022 (2 years 11 months)

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.

Credit Officer, VP

Fifth Third Bank

May 2016 - Apr 2019 (3 years)

• 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 e

Business Banking Underwriting Team Leader, VP

PNC

Jan 2015 - May 2016 (1 year 5 months)

• 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

Market Loan Manager, AVP - Northern Ohio

PNC

Nov 2012 - Jan 2015 (2 years 3 months)

• 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

Underwriter II, Officer

PNC

May 2009 - Nov 2012 (3 years 7 months)

• 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.

Office Manager, Retail Development Associate

PNC

Jun 2007 - May 2009 (2 years)

• 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

Assistant to the Director of the Communications Department

Chaminade University

Jan 2007 - Jun 2007 (6 months)

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

Peer Mentor and Orientation Leader

Chaminade University

Jun 2006 - Dec 2006 (7 months)

• 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

Research Analyst

Chaminade University

May 2006 - Dec 2006 (8 months)

• 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

Student Assistant

Chaminade University

May 2006 - Dec 2006 (8 months)

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

President

Chaminade University

May 2005 - May 2006 (1 year 1 month)

• 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

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