Theo Haugen

About Theo Haugen

As a leader in the fintech and startup space, my success has come from my core values that people and innovation are the heart of any business. Sustained growth and success come from finding innovative solutions to complex problems, and my experience shows that these solutions come from engaged teams made up of motivated people. I motivate my teams to strive for the careers they want instead of just the next opportunity, and I am recognized as a mentor and ally that focuses on developing skills that intersect with people\'s passions, talents, and business needs.I am passionate about creating vision and strategy that uses technology to disrupt and improve on traditional industries that have been slow to innovate for their customers. This has drawn me to companies that are mission-driven through technology and I thrive in their rapidly changing and dynamic environments.I have a proven track record of scaling technology-driven operations and products from proof-of-concept to enterprise scale, growing originations by $180 million, building operations from nothing to serve all 50 states and D.C, and leveraging data to drive process improvements. This success is rooted again in people as I am adept at building cross-functional relationships with executive and C-suite teams, marketing, product, engineering, risk, and business operations that enable organizations to work aggressively towards shared goals.My areas of expertise include:Fintech / Financial TechnologyProptech / Property TechnologyEquity Sharing AgreementsHome Equity InvestingCustomer ExperienceAsset ManagementVenture Funded StartupsDigital TransformationESG / Environmental, Social, & GovernanceScalability / Sustainable GrowthStrategic InitiativesBusiness Intelligence & AnalyticsProject & Program ManagementChange ManagementProcess ImprovementC-Suite & Executive PresentationsCross-Functional & Transformational LeadershipTeam Building / Coaching / ManagementMentoring & DevelopmentBusiness Strategy & VisionProduct Strategy / Market FitBusiness DevelopmentCustomer Experience

Experience

1. Vice President of Customer Experience Asset Management Real Estate

   Unison

   Nov 2021 — Present · San Francisco, CA, US

   I lead Unison’s Asset Management, Customer Experience, and Mortgage Servicing teams, and am responsible for our $8B in residential real estate exposure through our Equity Sharing Agreements, Home Equity Investments, and Equity Sharing Home Loans.My teams build lasting relationships with homeowners, unlock homeowner equity and financial potential, drive new revenue opportunities, and grow our AUM. Together, we are building a home ownership platform where Owning with Unison is Better.Notable Competencies:Equity Sharing Agreement / ESAHome Equity Investment / HEIHome Equity Agreement / HEAEquity Sharing Home Loan / ESHLNPS / Net Promoter SystemP & L GrowthCustomer ExperienceCustomer EngagementCustomer SuccessAsset ManagementPlatform GrowthExecutive LeadershipStrategy & ExecutionVision & Mission DevelopmentCross-Functional Leadership

Education

• University of California, Santa Cruz

  B.S., Neuroscience

• University of California, Santa Cruz

  B.A., Psychology

• Cornell Johnson Graduate School of Management

  Master of Business Administration - MBA, General Management

• Smith School of Business at Queen's University

  Master of Business Administration - MBA, International Business