EXECUTIVE LOAN ADVISOR
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With more than 25 years of experience in the lending industry, Joseph Levy has the in-depth knowledge and technical proficiency to help meet the needs of his clients and referral partners. Joe has proven reputation built on trust and is known as the guy who can get loans done. He has an extensive relationship with realtors, attorneys, business managers and CPAs who value his superior service and customized approach for his clients. This is the hallmark of his success.
Joe takes advantage of RPM’s in-house lending and mortgage banking services with competitive programs to find the best solutions for his client’s needs. His areas of expertise includes complex residential, multi-family, commercial and corporate finance transactions.
Joe graduated from the American University in Washington DC with a BS degree. A native of Connecticut, Joe received his MBA degree in Real Estate Investment Finance from the University of Connecticut Graduate School Of Business. He also completed post-graduate work at the Arthur Anderson School of Accounting in Chicago.
For nearly 30 years, Joe, his wife Helayne and their dog Jerry Garcia, have enjoyed and embraced their Southern California lifestyle. He believes in the concept of paying it forward and demonstrates this through various social, spiritual and charitable organizations he belongs to within his community.