Joe Lima Email & Phone Number
Senior Account Executive @ CV3 Financial Services
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Joe Lima Location
- Cupertino, CA, US
Joe Lima Work
- Senior Account Executive @ (January 2024 - Present)
- Senior Account Executive @ (January 2022 - May 2023)
- Lead Account Executive @ (July 2020 - May 2023)
- Director of Originations @ (May 2019 - July 2020)
- Vice President Business Development NMLS #282640 @ Herzer Financial Services, Inc. (September 2014 - May 2019)
- Loan Consultant NMLS#282640 @ Princeton Capital (June 2009 - September 2014)
- Operations Manager @ First Financial & Real Esate Services (March 2004 - July 2008)
Joe Lima Education
- San Diego State University
Finance (Business)
1998-2002 - Bellarmine College Preparatory
High School (General)
1994-1998
Joe Lima Skills
- Banking
- Budgets
- Business Development
- Business Relationship Management
- CRM
- Communication
- Construction Loans
- Construction Management
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- FHA
- Financial Analysis
- First Time Home Buyers
- Insurance
- Investment Properties
- Investments
- Leadership
- Loans
- Management
- Marketing
- Marketing Strategy
- Mortgage Banking
- Mortgage Lending
- Mortgage Underwriting
- Negotiation
- Private Money
- Real Estate
- Real Estate Financing
- Real Estate Transactions
- Refinance
- Sales
- Short Sales
- Team Leadership
- U.S. Federal Housing Authority (FHA)
- Underwriting
- Working with Investors
Joe Lima Summary
- Joe Lima, based in Cupertino, CA, US, is currently a Senior Account Executive at CV3 Financial Services. Joe Lima brings experience from previous roles at CIVIC Financial Services, Triumph Capital Partners and Herzer Financial Services, Inc.. Joe Lima holds a 1998 - 2002 Finance in Business @ San Diego State University. With a robust skill set that includes Banking, Budgets, Business Development, Business Relationship Management, CRM and more. Joe Lima has 4 emails and 8 mobile phone numbers on RocketReach.
Looking for a different Joe Lima?
Find contact details for 700 million professionals.
Others Named Joe Lima
Joseph Lima
VP
Natick, MA, US
Joe Lima
Actor, Playwright, Director
New York, NY, US
Top CV3 Financial Services Employees
Linna Wong
VP, Deputy General Counsel
Los Angeles, CA, US
William Tessar
CEO and President
Redondo Beach, CA, US
Kevin Victoria
Senior Vice President, Sales
Scottsdale, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co