Visionary Executive
Greater Seattle Area
- Current
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- Consultant - Advisory Board at Zillow.com
- Past
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- Co-Founder Sr. Vice President at SRG, LLC dba GO Financial Solutions, a Vantium Capital Company
- Mortgage Services Consultant at 3D
- Director of Sales Production at MILA, Inc
- Vice President at Finance America
- VP at Ocwen Financial Services, Inc
- Vice President at Long Beach Savings and Loan
- Education
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- Marquette University
- Recommended
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6 people have recommended Joe - Connections
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249
connections
- Industry
- Financial Services
- Websites
Joe Dahleen’s Summary
Just sold my last company to one of the largest hedge funds in New York. We raised capital in the one of the worst environments and sold the company in less than 15 months. We built three companies: Strategic Recovery Group (small balance default collections), GO Financial Solutions (Retail Mortgage Banking) and Acqura Loan Services (High Touch Special Servicing).
I have been successful in several start up operations from Loan Origination, Wholesale mortgage banking and Loan Servicing. I have focused on redesigned business processes to reposition mortgage banking and loan servicing companies into evolving markets with unique online origination and fulfillment strategies.
Current Advisory Boards
Credex.net built by Next Online Technologies.
Credex is an e-commerce online mortgage credit tool. Credex was designed to assist the Banks, Credit Unions and all mortgage originators at Point of Sale. But Credex will soon provide different business verticals for his technology. Today with Credex you can streamline your business, manage your referral and marketing leads while save time and money in the process.
Zillow.com
Lead advisor on the mortgage business for Zillow. Joe has been working with Zillow since October 2007 and his project was the Zillow Mortgage Place. The first of its kind of that provides complete anonymity and control for borrowers to show for a mortgage quote without giving out any personal contact information.
TriplePointWater.com
TriplePoint Water Technologies LLC develops revolutionary wastewater treatment systems which focus on providing efficient, sustainable and environmental solutions for wastewater, pond management and land development industries. One of the units for Ponds, small lakes and Golf Courses is called the MARS 3000. Less than $5000 installed and you are done. Clean Water with No Chemicals. GO Green and Save Money.
Joe Dahleen’s Specialties:
Retail and Wholesale Mortgage lending. Automated origination and compliance. E-signatures and electronic vendor management. Automated Underwriting and secondary market execution. Flow and bulk transactions. Quality Control and post closing management. Product development and marketing. Executive Sales Management and implementation.
Joe Dahleen’s Experience
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Consultant - Advisory Board
Zillow.com
(Privately Held; 51-200 employees; Management Consulting industry)
October 2007 — Present (1 year 2 months)
An official addition to the Zillow advisory board acting as the consultant to the company on the mortgage business.
http://www.zillow.com/profile/Jdahleen -
Co-Founder Sr. Vice President
SRG, LLC dba GO Financial Solutions, a Vantium Capital Company
(Financial Services industry)
October 2007 — November 2008 (1 year 2 months)
Company has just been sold. Now Called Vantium Capital, Inc. A private equity firm funded by Apollo.
Executive In charge of all operations, Sales, Brand Development, web development, marketing and PR.
Retail mortgage banking with focus on Forward Mortgages and Reverse Mortgages. SVP of High Touch Special Servicing called Acqura Loan Servicing. -
Mortgage Services Consultant
3D
(Privately Held; Myself Only; Financial Services industry)
April 2007 — October 2007 (7 months)
Self Employed Mortgage Industry Consultant
Technology consultant to Zillow. -
Director of Sales Production
MILA, Inc
(Privately Held; 501-1000 employees; Financial Services industry)
January 2003 — April 2007 (4 years 4 months)
Built a top 20 wholesale lender into an e-commerce mortgage solutions lender
-Used and taught staff technology solutions to radically revamp the business strategy and sales process
- Responsible for communicating to MILA’s customers the process of integrating MILA’s innovative tech-based business model into the brokers current operations
- Responsible for day to day operations of sales production and the management and strategic direction of sales
- Built a new marketing strategy with digital software to bridge the gap between sales and marketing by creating permission based e-mail marketing and lead generation tools into one simple easy to use online database
- Built and deployed a new lead strategy to improve marketing effectiveness by reviewing real-time tracking, statistics, and reporting on every email campaign
- Integrated a live online chat and e-mail management tool that allows sales and help desk teams to be an award winning service team -
Vice President
Finance America
(Public Company; Financial Services industry)
1998 — 2001 (3 years)
Vice President, Regional Sales Director & B2B Web Technology, Correspondent/Conduit Lending
- Vice President, Western Regional Sales Director responsible for the production and operations for Western U.S. with 8 regional production centers which consistently led the company in total sales and revenue
- Responsible for the restructuring of the wholesale lending division for Lehman ALI a subsidiary of Lehman Brothers
- Played an integral role in the development of Finance America, LLC and its patented risk based pricing program called FAAST 4 Pricing while managing two sets of consultant groups throughout the development process
- Helped create an internet division with a primary focus on the open marketplace (loantrader.com and IMX.com) and bidding on loans nationally from a central location -
VP
Ocwen Financial Services, Inc
(Public Company; OCN; Financial Services industry)
1996 — 2000 (4 years)
Responsible for opening a new business line for Ocwen via the Ocwen Express Project
- Successfully developed all underwriting guidelines, pricing policy and workflow for automated underwriting and risk based pricing system
- Lead Project Manager for company-wide initiative to bring Ocwen Express to all business channels of Ocwen Financial Services lending divisions
- Designed and developed all marketing materials and logos for the Ocwen Express program
- Focused on business development and client training while increasing efficiency and reducing costs in purchasing of closed loans through the correspondent lending channel
- Lead a steering committee for future enhancements of the Ocwen Express and Web related products from Ocwen Technology Xchange (OTX) -
Vice President
Long Beach Savings and Loan
(Financial Services industry)
1994 — 1998 (4 years)
Additional Information
Joe Dahleen’s Websites:
Joe Dahleen’s Interests:
19 years of professional experience as a mortgage banker and as a technology solutions manager. During the last 10 years, he has been primarily engaged in the application of technology in the mortgage industry in addition to holding positions in sales as Vice President and Director of Business Development. His experience includes software product management, project management, business process analysis, system design, and system implementation. Prior to joining MILA, Inc in January 2003 Joe worked with other executives to help build Finance America, LLC a subsidiary of Lehman Brothers ALI. There he helped develop the underwriting guidelines and risk based pricing that streamlined the underwriting decision criteria. He also was project manager of Private Label web development and used that technology to expand the online business channel.
Joe Dahleen’s Groups:
Inman, Zillow, Redfin, WAMB, NAMB, MBA.
Advisory Board member for 3 companies: Zillow, Credex, Triplepoint Water Technologies.
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Real Estate Connect -
Executive Suite -
Mortgage Bankers Association of America -
MBA’s National Technology in Mortgage Banking Conference & Expo 2008 -
Marquette University Alumni Association (MUAA) -
Mortgage Professionals -
MBA’s National Secondary Market Conference & Expo 2008 -
CxO4USA -
Foreclosure Properties and Lending -
Foreclosure Network -
GreenBiz.com -- Green Business Professionals
Joe Dahleen’s Honors:
Public Speaking and Panel Speaker at Source Media Mortgage Technology Conference 08
MBA Mortgage Tech Conference Panel Speaker - Dallas March 08
Jan 2007 - Key Note Speaker at the Mortgage Technology Conference in AZ.
2006 Selling Power Sales Excellence Awards
The Stevie Awards
Best Organization Achievement Category
"Sales Process of the Year"
Seattle WA – November 9, 2006 – Joe Dahleen was named a Finalist in the Sales Director of the Year category in The 2006 Selling Power Sales Excellence Awards.
Joe Dahleen’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- new ventures
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
