Experience

Prudent AI

• India
• Financial Services
• 1 - 100 Employee

• Senior Business Advisor

  • Jul 2023 - Present

  Seattle, Washington, United States Proudly supporting and advising the Prudent AI team, leveraging my mortgage expertise to maximize their innovative AI for analyzing bank statements, income calculation, cash flow insights, and fraud detection. Honored to amplify my advisory role by connecting industry contacts and demonstrating AI's transformative potential in financial services. Committed to Prudent's vision of developing cutting-edge AI tools that decode a borrower's financial DNA from diverse income and credit… Show more Proudly supporting and advising the Prudent AI team, leveraging my mortgage expertise to maximize their innovative AI for analyzing bank statements, income calculation, cash flow insights, and fraud detection. Honored to amplify my advisory role by connecting industry contacts and demonstrating AI's transformative potential in financial services. Committed to Prudent's vision of developing cutting-edge AI tools that decode a borrower's financial DNA from diverse income and credit data. Impressed by the cofounders' acumen at the nexus of accounting, machine learning, and cybersecurity, recognizing the need for tech evolution in lending. Show less



Plunk

• United States
• Financial Services
• 1 - 100 Employee

• Board of Advisors

  • Jul 2023 - Present

  Bellevue, Washington, United States Happy to Join the Advisory board at Plunk. The First AI-Powered Home Analytics Platform. Plunk's advanced analytics revolutionize the way homeowners, home experts, and real estate investors value and invest in residential real estate—through the power of AI, Machine Learning and image analysis. I am huge fan of AI and one of my big interests has always been Proptech since my early days at Ocwen, MILA and Zillow. Combining these two skills with advanced machine learning plus image… Show more Happy to Join the Advisory board at Plunk. The First AI-Powered Home Analytics Platform. Plunk's advanced analytics revolutionize the way homeowners, home experts, and real estate investors value and invest in residential real estate—through the power of AI, Machine Learning and image analysis. I am huge fan of AI and one of my big interests has always been Proptech since my early days at Ocwen, MILA and Zillow. Combining these two skills with advanced machine learning plus image analysis just blows my mind with the opportunities that direct source data can provide to lower risk and provide insight in Real Estate and Mortgage Lending. Show less



Talis Lending, a Division of LendSure Mortgage Corp NMLS# 1326437

• Co Managing Director Talis Lending

  • Jan 2022 - May 2023

  San Diego, California, United States Conceived Talis Lending to leverage the evolving mortgage landscape, prioritizing a high-tech, consumer-centric approach in the non-agency and non-QM market. Initiated a consumer direct and retail mortgage banking division, navigating compliance and legalities for national operations. Crafted a digital marketing strategy, utilizing targeted advertising across major platforms, and laid the groundwork for brand engagement and conversion analytics. Implemented a suite of tools for data… Show more Conceived Talis Lending to leverage the evolving mortgage landscape, prioritizing a high-tech, consumer-centric approach in the non-agency and non-QM market. Initiated a consumer direct and retail mortgage banking division, navigating compliance and legalities for national operations. Crafted a digital marketing strategy, utilizing targeted advertising across major platforms, and laid the groundwork for brand engagement and conversion analytics. Implemented a suite of tools for data management (Airtable, Zapier), analytics (Google Analytics, Hotjar, Ahrefs), engineering (Linear, Github, Netlify), and web CMS (Sanity, Cookiebot, Intercom, Sprout Social). Launched a consumer-friendly tech ecosystem comprising a mortgage CRM, VOIP platform, POS application, and secure digital portals, aligning with retail LOS to enhance customer journey. Designed and documented a streamlined lending workflow, optimized for direct securitization, using Microsoft Visio and Figma for process visualization. Show less



HomeScout

• United States
• Real Estate
• 1 - 100 Employee

• Advisory Board Member and Sr. Strategy Consultant

  • Jun 2021 - Jul 2022

  Seattle, Austin Led the strategic merger of HomeScout into FirstClose, boosting digital engagement for consumers. Fostered key partnerships and led the integration of advanced technologies like AVMs, Salesforce CRM, and automated billing systems. Championed AI expansion, enriching lead data through a strategic alliance with Aidentified. Enhanced customer support infrastructure using Freshworks, establishing efficient service standards and response protocols. Developed and implemented an agile… Show more Led the strategic merger of HomeScout into FirstClose, boosting digital engagement for consumers. Fostered key partnerships and led the integration of advanced technologies like AVMs, Salesforce CRM, and automated billing systems. Championed AI expansion, enriching lead data through a strategic alliance with Aidentified. Enhanced customer support infrastructure using Freshworks, establishing efficient service standards and response protocols. Developed and implemented an agile marketing and social media strategy, utilizing SproutSocial for maximum engagement. Strengthened security protocols to ensure comprehensive compliance and data protection. Show less



FirstClose

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President of Strategy and Sales

  • Mar 2020 - Feb 2022

  Seattle Austin Orchestrated product innovation at FirstClose, developing a HELOC point of sale platform with instant valuation and automated underwriting, tailored for financial institutions to offer distinctive loan experiences. Designed comprehensive customer journey workflows, utilizing Figma and MS Visio for internal and client presentations. Secured and managed key partnerships across vendors and reseller services, enhancing the service portfolio with AVMs, AMC’s, and various settlement… Show more Orchestrated product innovation at FirstClose, developing a HELOC point of sale platform with instant valuation and automated underwriting, tailored for financial institutions to offer distinctive loan experiences. Designed comprehensive customer journey workflows, utilizing Figma and MS Visio for internal and client presentations. Secured and managed key partnerships across vendors and reseller services, enhancing the service portfolio with AVMs, AMC’s, and various settlement services. Implemented sales solutions including Salesforce CRM and VOIP systems, alongside multimedia presentation resources. Provided strategic insights for product development and modernization, leveraging tools like Jira and Asana for process optimization. Delivered executive-level reporting on strategy, partnerships, and acquisition prospects. Drove sales initiatives, leading team training and representing the company at industry events and on the California MBA innovation committee, promoting tech advancements through webinars and videos. Show less



Revvin formerly MortgageHippo, Inc.

• Executive Vice President & Chief Strategy Officer

  • Jul 2017 - Mar 2020

  Seattle & Chicago Specialized in spearheading mortgage technology innovations, focusing on enhancing customer experience through SaaS solutions tailored for the lending sector. Directed strategy and sales for a pioneering mortgage point-of-sale platform, leading SaaS contracts and client onboarding for banks, credit unions, and IMBs. Orchestrated product strategy and user experience design, developing custom consumer portals for a personalized, private-label experience. Fostered strategic partnerships… Show more Specialized in spearheading mortgage technology innovations, focusing on enhancing customer experience through SaaS solutions tailored for the lending sector. Directed strategy and sales for a pioneering mortgage point-of-sale platform, leading SaaS contracts and client onboarding for banks, credit unions, and IMBs. Orchestrated product strategy and user experience design, developing custom consumer portals for a personalized, private-label experience. Fostered strategic partnerships and brokered reseller agreements with fintech entities such as FormFree and Finicity/Mastercard to augment revenue and competitive edge. Collaborated with CIOs and developers to integrate APIs, promoting optimal connectivity for clients, and advised on product enhancements to elevate Loan Officer efficiency and key performance metrics, including automated pre-approval letters and secure client communication systems. Show less



Axia Home Loans

• United States
• Financial Services
• 200 - 300 Employee

• Vice President of Consumer Lending

  • Aug 2016 - Jul 2017

  United States Started a National Direct to Consumer lending platform that seizes the emerging opportunity in today's mortgage e-lending landscape and capitalize on the transformation in the consumer driven marketplace. Free of legacy processing and focused more high-tech, consumer-friendly, permission-based approach to mortgage lending. Our belief that leveraging technology in a consumer focus based approach creates a highly efficient, highly scalable platform. Also built two other channels of… Show more Started a National Direct to Consumer lending platform that seizes the emerging opportunity in today's mortgage e-lending landscape and capitalize on the transformation in the consumer driven marketplace. Free of legacy processing and focused more high-tech, consumer-friendly, permission-based approach to mortgage lending. Our belief that leveraging technology in a consumer focus based approach creates a highly efficient, highly scalable platform. Also built two other channels of business: One was an affiliated business that worked with large corporations on a unique Home Buyer Channel directly with Human Resource professionals. The other was building a national lending channel for ESOP's to leverage our own 100% employee owned company. Show less



Cogent Road, Inc Now Part of The Chronos Solutions Family

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• VP, former President at Taxdoor.com (company sold)

  • Feb 2015 - Aug 2016

  Greater San Diego Area Taxdoor Acquired February 1, 2016 by Chronos Solutions http://finance.yahoo.com/news/chronos-solutions-acquire-cutting-edge-000300351.html Joe is seasoned veteran of the mortgage industry who specializes in executive management and strategic marketing. He is known for being a strong advocate of technology and an expert in leveraging the latest in CX methods to ensure the success with mortgage technology.



Primary Capital Mortgage, LLC - NMLS ID #3076

• Banking
• 1 - 100 Employee

• Senior Vice President, Marketing and Originations (Acquisition Completed)

  • Nov 2013 - Feb 2015

  Seattle, Atlanta, New York Joe Dahleen was Senior Vice President of Marketing and Origination at Primary Capital Mortgage, a Resource Capital Corp. (NYSE:RSO) company. Prior to joining Primary Capital Mortgage in November 2013, Joe held the same position at Elevation Home Loans, LLC, which was a start-up residential mortgage company acquired by Resource Capital Corp. Founded in 1994, PCM has funded more than $13 Billion in residential mortgages. During 2013, PCM partnered with Resource Capital Corp. (NYSE:RSO) to… Show more Joe Dahleen was Senior Vice President of Marketing and Origination at Primary Capital Mortgage, a Resource Capital Corp. (NYSE:RSO) company. Prior to joining Primary Capital Mortgage in November 2013, Joe held the same position at Elevation Home Loans, LLC, which was a start-up residential mortgage company acquired by Resource Capital Corp. Founded in 1994, PCM has funded more than $13 Billion in residential mortgages. During 2013, PCM partnered with Resource Capital Corp. (NYSE:RSO) to bolster its capital and develop Non-Agency products. RSO, PCM’s parent company, is publicly traded with a market capitalization over $1 Billion. Show less



Elevation Home Loans, LLC

• Executive Vice President, Head of Mortgage Originations (FUNDED)

  • Feb 2012 - Jan 2014

  New York, NY Funded - October 31, 2013 - Resource Capital Corp (NYSE: RSO) Acquired Primary Capital Mortgage - November 2013 Elevation Home Loans (EHL) was a start-up Residential mortgage origination and servicing business focused on the Non-agency jumbo mortgage segment of the market. The Company’s management team has an average of 20 years of financial services experience, including the mortgage industry, consumer financial services and banking. The team’s deep understanding of consumer… Show more Funded - October 31, 2013 - Resource Capital Corp (NYSE: RSO) Acquired Primary Capital Mortgage - November 2013 Elevation Home Loans (EHL) was a start-up Residential mortgage origination and servicing business focused on the Non-agency jumbo mortgage segment of the market. The Company’s management team has an average of 20 years of financial services experience, including the mortgage industry, consumer financial services and banking. The team’s deep understanding of consumer finance allowed EHL to look beyond mortgage industry standards to incorporate proven and successful strategies from other consumer finance segments. The team also has experience growing successful businesses in Banks and other regulated environments and believes its ability to operate in a highly regulated climate is a key competitive advantage. Show less



Zillow

• United States
• Real Estate
• 700 & Above Employee

• Consultant - Advisory Board

  • Oct 2007 - Oct 2012

  Greater Seattle Area Served as a key advisor and subject matter expert on the mortgage business for Zillow's advisory board, contributing valuable insights during the establishment of the new Zillow Mortgage Marketplace (ZMM) product offering.



Triplepoint Environmental

• United States
• Environmental Services
• 1 - 100 Employee

• Advisory Board

  • Jul 2007 - Oct 2012

  Greater Chicago Area Triplepoint Water Technologies LLC develops revolutionary water and wastewater treatment systems which focus on providing efficient, sustainable and environmental solutions for the wastewater and pond management industries.



Mount Olympus Mortgage Company

• Chief Strategy Officer (Consulting with CEO & President)

  • Mar 2011 - Nov 2011

  Irvine, CA Revamped Marketing Strategy, Installed call center technology and lead management system, new Product and Pricing Engine, new websites and landing pages. Installed new file flow to support the call center and VLO. Installed new Appraisal management portal and automated collateral risk assessment technology and custom scorecards. Provided strategic consultation to all parts of the company from Compliance to Underwriting and QC.



Bright Green Home Loans, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• EVP / Chief Strategy Officer

  • Aug 2009 - Jan 2011

  Seattle, LA and Charlotte EVP in charge of eMortgage originations, IT, Marketing (Web, Video and social), Business Process Outsourcing, Training, Consumer Direct Call Center, project management, executive recruiting. Helped acquire the number one mortgage brokerage company and turn it around into a mortgage banking company with over 500 employees. Worked directly the executive chairman and the CEO



Financial Literacy Solutions / Mortgage Workout Center

• Co Founder & Sales

  • Oct 2008 - Dec 2010

  Financial Literacy Solutions was a start up developed to meet the needs of mortgage loan services and government agencies in the height of the Financial Crisis in the mortgage business. http://flsvideo.com/ We launched and produced engaging video series of financial advices on mortgage loan workouts and how to best education consumers with a private label video channel platform.



SRG, LLC dba GO Financial Solutions, a Vantium Capital Company

• Co-Founder Sr. Vice President

  • Oct 2007 - Nov 2008

  Seattle, Plano Despite industry headwinds, Mr. Dahleen and the team raised capital and successfully launched GO Financial Solutions and Acqura Loan Services. Subsequently, Mr. Dahleen assisted in successfully negotiating the sale of SRG, LLC, including GO Financial Solutions and Acqura Loan Services, to Vantium Capital Company, an Apollo Global Management portfolio company.