DISC Personality Results
D
24
%
I
21
%
S
13
%
C
42
%
AI Technologies and Advanced Tools
Asana
JIRA
Figma
Vizio
AirTable
Notion.AI
Unique Projects
Point of Sale Lending Platform
Led the design and development of a product innovation for a (HELOC) point of sale engagement platform, which provided instant property valuation, automated underwriting, and a pricing engine, all into private label solutions for Banks, Credit Unions, and Independent Mortgage Bankers.
Direct to Consumer Lending Platform
Led the startup of a new direct-to-consumer mortgage division to capture opportunities in non-agency lending by building the division from the ground up with a focus on digital marketing, data analytics, and consumer-friendly lending practices unhindered by legacy issues. Managed law firm for licensing, developed marketing strategy across digital platforms, launched websites with data and engineering tools, and implemented agile processes to evaluate and iterate on performance.
Claims to Fame
Industry Leading A.I. Loan Technology
Created and implemented a targeted go-to-market strategy to position our AI mortgage lending solution as an essential tool for consultants by highlighting increased efficiency, reduced costs, and improved customer experiences.
Leadership Capabilities
~ Emotional Intelligence ~ Authentic vulnerability ~ Resilience ~ Thoughtful Connection ~ Compassion
Skills & Core Competencies
Operational Advisory
GTM Strategy
Technology Solutions Consultancy
Revenue Operations
Business Sales Strategy
Change Management
Industries Touched
Financial Services
Fin-Tech
Prop-Tech
Consumer Lending
Mortgage Lending
Engagement Statement
My personal mission is to drive strategic solutions and problem-solving initiatives that enable customers to have a transformative experience, aligning with my deep expertise in sales enablement, technology optimization and persona creations.
Seeking Opportunities
Leadership roles within Strategy, Product, & Technology with leading organizations
Joe Dahleen
Seattle, WA, USA
Sales Strategy & Technology Leader
USA
Joe Dahleen
Seattle, WA, USA
Sales Strategy & Technology Leader
Sales Ops, Lending, and Business Expansion
USA
Ready to Begin
11/2/23