About us

Providing unparalleled financial guidance

About us

Providing unparalleled financial guidance

Dan Havel

CO-FOUNDER & CEO

Risk Management professional with over 20 years of achievements in GSEs, Banks, Independent Mortgage Banks, Insurance, and Credit Unions.

Our SKILLS

The skills that drive everything we do

Risk Management

We combine our professional experience with real-world business analysis to create customized solutions for your needs.

Decision Systems

We can provide your business with the decision systems it needs to succeed and improve your bottom line.

Process Improvement

We can help your business streamline its operations, making it more efficient and profitable.

Team Building

We build teams that are seamlessly integrated, more innovative and productive. Team building is at the heart of everything we do.

BACKGROUND

Risk Management Professional

Seattle, WA
Full Time

Risk Management professional with over 20 years of achievements in GSEs, Banks, Independent Mortgage Banks, Insurance, and Credit Unions. Proven ability to take concept to execution in a timely and cost-effective manner in complex organizational environments. Strong background building and leading high-performing teams.

Skills and Experience

  • Risk Management
  • Policy Requirements
  • Decision Systems
  • Risk Analytics
  • Strategic Planning
  • Product Management
  • Budgeting
  • Financial Analysis (ROI)
  • Process Improvement
  • Project Management
  • Team Building
  • Program Management

Remote Worker

With years of expertise in the financial industry, Dan knows how to position your risk management programs for success from any location.

Analysis Software

Specialized knowledge in risk analysis software for Banks, Credit Unions and mortgage companies.

Time Management

Dan can help you identify and mitigate risks to make sure you're making the most of your time.

Our Story

Work History

2022

Director Credit Systems

BECU

Mar 2018 - Present
Greater Seattle Area

2017

Chief Risk Officer

Primary capital mortgage, llc

Nov 2013 - Aug 2017
Greater Seattle Area

2018

Independent Consultant

Mortgage Risk Consultant

Aug 2017 - Mar 2018
Greater Seattle Area

2013

SVP - Credit Policy and Underwriting

elevation home loans

Jun 2012 - Nov 2013
Greater Seattle Area

Contact us for a free consult today!

We can improve your business processes and help you offset risk in a volatile financial market.

Contact Us