Joe Lima

Joe Lima Email and Phone Number

Residential Rehab, Construction, & Investment Property Lender NMLS #282640 @ CV3 Financial Services
Joe Lima's Location
Cupertino, California, United States, United States
About Joe Lima

Joe Lima is a Residential Rehab, Construction, & Investment Property Lender NMLS #282640 at CV3 Financial Services.

Joe Lima's Current Company Details
CV3 Financial Services

Cv3 Financial Services

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Residential Rehab, Construction, & Investment Property Lender NMLS #282640
Joe Lima Work Experience Details
  • Cv3 Financial Services
    Senior Account Executive
    Cv3 Financial Services Jan 2024 - Present
    CV3 is more than just a lender. We partner with our customers to accelerate real estate opportunities and are invested in your success. We leverage the best technology to eliminate complexity and simplify the loan process, while never losing sight of the value of building personal relationships with our customers.By combining our commitment to elevating your customer experience with our diversified financial strength, we are the capital partner you can count on to deliver speed, leverage and consistency.
  • Certain Lending
    Senior Client Engagement Manager
    Certain Lending May 2023 - Nov 2023
    Used my experience to Help a new lender grow in the Investor Space.
  • Civic Financial Services
    Senior Account Executive
    Civic Financial Services Jan 2022 - May 2023
  • Civic Financial Services
    Lead Account Executive
    Civic Financial Services Jul 2020 - May 2023
    CIVIC delivers fast, honest, simple lending for real estate investors. Whether you’re an experienced investor or a first-time borrower, we are here to help you break through traditional lending barriers to unleash ever-increasing success.
  • Triumph Capital Partners
    Director Of Originations
    Triumph Capital Partners May 2019 - Jul 2020
    San Francisco Bay Area
    Enabling real estate investors and their growth with a fluid approach to the asset-backed private money lending industry.
  • Herzer Financial Services, Inc.
    Vice President Business Development Nmls #282640
    Herzer Financial Services, Inc. Sep 2014 - May 2019
    1779 Woodside Rd, Redwood City, Ca 94061
    Herzer Financial Services, Inc. is an investment and loan company that has been providing borrowers unsurpassed service in the private money real estate lending field. Since 1950 Herzer Financial Services, Inc. has built a reputation for helping borrowers leverage their real estate holdings with creative, efficient and flexible loans programs.CFL #6054500
  • Princeton Capital
    Loan Consultant Nmls#282640
    Princeton Capital Jun 2009 - Sep 2014
    Princeton Capital is a mortgage lender who focuses on providing superior products and service to home-buyers throughout the San Francisco Bay Area and the Silicon Valley. The most important factor that distinguishes one mortgage company from another is the quality of service given to a customer. At Princeton Capital, this is our ultimate goal. By equipping our experienced loan consultants with the latest technology, and placing them inside Coldwell Banker offices throughout the region, Princeton Capital is able to offer “one-stop shopping” services right at the point where homes are sold. This arrangement gives the home-buyer the convenient advantage of taking care of all real estate needs in one location.
  • First Financial & Real Esate Services
    Operations Manager
    First Financial & Real Esate Services Mar 2004 - Jul 2008
    Oversee all sales and business development functions, including processing staff, speed of transactions, customer relationships, and lender negotiations. Hold budget responsibilities. Provide cross-functional team training, coaching, and mentoring. Negotiated and Solidified with Lenders on special compensation plans due to high volume. Performed monthly sales forecasting and competitive analysis to determine company, agent, and product performance. Assist in Marketing Strategies. Structure, develop, and facilitate company procedures. Maintain and monitor 150 plus transactions in company’s pipeline on a monthly basis. Cultivate and build book of clients. Develop and execute business development plan through marketing, colleagues and existing client base. Structure Financial Strategy for each prospect and client. Recruit, hire, and train new sales force. Network and grow relationships with Real Estate Agents, CPA’s, Financial Planners, and attorneys in order to refer clients.

Joe Lima Education Details

Frequently Asked Questions about Joe Lima

What company does Joe Lima work for?

Joe Lima works for Cv3 Financial Services

What is Joe Lima's role at the current company?

Joe Lima's current role is Residential Rehab, Construction, & Investment Property Lender NMLS #282640.

What schools did Joe Lima attend?

Joe Lima attended San Diego State University, Bellarmine College Preparatory.

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