Joe Lima Email and Phone Number
Joe Lima is a Residential Rehab, Construction, & Investment Property Lender NMLS #282640 at CV3 Financial Services.
Cv3 Financial Services
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Senior Account ExecutiveCv3 Financial Services Jan 2024 - PresentCV3 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. -
Senior Client Engagement ManagerCertain Lending May 2023 - Nov 2023Used my experience to Help a new lender grow in the Investor Space. -
Senior Account ExecutiveCivic Financial Services Jan 2022 - May 2023 -
Lead Account ExecutiveCivic Financial Services Jul 2020 - May 2023CIVIC 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. -
Director Of OriginationsTriumph Capital Partners May 2019 - Jul 2020San Francisco Bay AreaEnabling real estate investors and their growth with a fluid approach to the asset-backed private money lending industry. -
Vice President Business Development Nmls #282640Herzer Financial Services, Inc. Sep 2014 - May 20191779 Woodside Rd, Redwood City, Ca 94061Herzer 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
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Loan Consultant Nmls#282640Princeton Capital Jun 2009 - Sep 2014Princeton 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.
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Operations ManagerFirst Financial & Real Esate Services Mar 2004 - Jul 2008Oversee 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
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General
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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Joe Lima
Retired Senior Category Manager Center Store At Raley'S/Previous President Northern California Frozen Foods CouncilVacaville, Ca2raleys.com, raleys.com1 +170774XXXXX
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