Joe Dahleen is currently EVP and Chief Strategy Officer at MortgageHippo. Before joining MortgageHippo he was Senior Vice President of Marketing at Primary Capital Mortgage, a Resource Capital Corp. company. Prior to joining Primary Capital Mortgage in November 2013, Joe previously was Executive Vice President and Head of Mortgage Originations at Elevation Home Loans, LLC, which was a start-up residential mortgage company acquired by Resource Capital Corp. Joe is a 21-year 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 communication methods to support successful growth.
As our mission statement says, PROGRESS in Lending Association was formed because we believe that “business process re-thinking and optimization can make all the difference. This association is about educating mortgage participants about how to face real business problems and overcome those business problems through technology innovation.” Now we’re going one step further. Technology is great, but embracing technology for the sake of embracing technology never works. Lenders have to implement technology that addresses their unique business challenges. So, how do we truly know what headaches lenders face today? We have enlisted a group of business-savvy and technology-savvy lenders to directly join our cause. I am proud to present the members of the PROGRESS in Lending Association Lender Advisory Panel:
A recognized mortgage thought leader and entrepreneur, Daniel H. Jacobs is an executive who enjoys building and growing companies that solve industry problems through a delicate combination of technology and systems implementation, smart infrastructure. For example, Daniel grew 1st Metropolitan’s parent company from six offices and $100 million per year in production in 2000 to a 250 branch $4.2 billion production company with a sterling reputation throughout the industry. In 2011, Daniel went on to build a leading retail branching mortgage banking operation at Residential Finance, as a new business channel, from zero to $120 million per month production channel in two years.
In September 2006, Brian Koss joined Mortgage Network, Inc. of Danvers, MA as an Executive Vice President of National Production. Mortgage Network, a lender founded in 1988, currently runs a $2.5B annual retail business with a 98.7% customer satisfaction rating. Brian brings with him 25 years in the business and has personally lent as a Loan Officer over $1Billion in home loans. From 2002 to 2006 Brian was the SVP of New England for Countrywide Home Loans. Under Brian’s tenure, Countrywide Home Loans climbed from #11 to #1 in Purchase Loan ranking in New England with $5B in total annual production employing 40% less originators than the #2.
Owen Lee is the Co-Owner of Success Mortgage Partners. Success Mortgage Partners is a successfully incorporated company, which obtained first and second mortgage lending licenses in Michigan. Lee successfully started the main office in Plymouth and operations systems for all of the company’s branches. He also built the staff of over 50 loan officers. In addition, the company gained FHA/VA approval; approval with over 110 mortgage investors; and is an exclusive third-party origination arm for Michigan Heritage Bank. As of September 1, 2001, Lee was the only person to simultaneously hold the following licenses in the State of Michigan: Attorney and Member, State Bar of Michigan, Licensed Title Examiner, Real Estate Broker and State Licensed Real Estate Appraiser.
James Morin is the Senior Vice President of Retail Lending at Norcom Mortgage, headquartered in Avon, CT. Since joining Norcom in 2009 he has helped grow the company to a Regional Lender that is now licensed in 18 states and was recognized as one of the “Fastest Growing Lenders in New England.” James has been instrumental in leading the strategic expansion of Norcom production and is in charge of Norcom’s retail platform, including the inside and outside sales departments, marketing, strategic planning, and product development, as well as training and overseeing the sales staff. He has also helped grow Norcom into an active Ginnie Mae Issuer and Seller/Servicer with Fannie Mae and Freddie Mac.
A.W. Pickel, III is President, CEO, and founder of LeaderOne Financial, one of the leading regional mortgage lenders in the mid-west. His vision has taken LeaderOne from its simple roots in 1992 as a mortgage brokerage in Lenexa, Kansas, and grown it into a full service mortgage banking operation approved to underwrite conventional and government loans. He served on the Freddie Mac LP Advisory Committee from 2004 to 2008. From 2003 to 2005, he was also a member of the Fannie Mae Housing Impact Advisory Council. From 2003 to 2004, Mr. Pickel served as President of the National Association of Mortgage Brokers (NAMB).