EVP, Retail Lending
As Executive Vice President of Retail Lending at CV3 Financial Services, Jack Helfrich is committed to helping real estate investors achieve their goals through responsive communication, thoughtful guidance, and tailored financing solutions. With more than a decade of experience and over $13 billion in private money investor loans overseen, Jack brings deep industry expertise and a customer-first approach to every relationship. A key member of the team that launched CV3 in 2023, he is dedicated to delivering a seamless lending experience built on trust, transparency, and exceptional service. Whether you're financing your first investment property or expanding an established portfolio, Jack looks forward to helping you navigate every step of the lending process with confidence.
Whether you’re looking to grow your rental portfolio, fix and flip, or build from the ground up, CV3 is your trusted capital partner.
We were impressed by Jack professionalism, communication and speed given our time constraints. The entire team exceeded our expectations.
Martina B.
First of many with CV3....These guys just know what they are doing and how to just get it done. No BS, just execution. Jack is the absolute truth. He puts the term "Athlete" in "Loan Originations" because this guy comes to play...You can feel the intensity through the emails, follow up, phones calls, maybe the occasional FaceTime? At all hours of the day. Nike ought to give this guy a shoe deal.......Air Jack 1's....But, Jordan wasn't the whole show. You need your Pippen and Rodman....that's where Becky & Chelsea come into play. These (2) are such a breeze to work with, and I can comfortably say, they will be what keeps this freight train of deal-closing on its tracks....When these (3) take the court, its an absolute unit. Deals just get done. Championships are won. It's the formula. To the moon, CV3. Thank you for a great first experience!
Devon K.
