San Luis Obispo's Opes Advisors: Case Study

Decent Essays
Ben Lerner Mortgage Advisor San Luis Obispo’s Opes Advisors

A longtime resident of San Luis Obispo, California, Ben Lerner earned his bachelor of science in human development with an emphasis on developmental psychology from California Polytechnic State University (Cal Poly). While attending Cal Poly, he competed as a member of the University’s championship cycling team and taught general bicycle education and bicycle safety classes in conjunction with multiple Cal Poly clubs. He went on to establish himself as a successful financial services professional and senior administrator, serving as a vice president of sales with Bank of America Home Loans and a loan officer and partner with Commerce Mortgage.

Ben Lerner has been a mortgage advisor and a partner with Opes Advisors since cofounding a local branch of the firm in 2013. In 2015, he earned top national mortgage
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Over the years, Opes has ranked him among the top 1 percent mortgage originators in the United States. He has also received distinctions as a top Opes loan officer in terms of closed loans and total funded volume. Under his direction, Opes has grown into the number one non-depository lending office in the nation.

Ben Lerner embarked on his business career with sports goods and apparel companies such Nike and Trek Bicycles, building upon his longtime passion and experience as a competitive cyclist. In the late 1999s, he became interested in real estate, ultimately finding employment as a mortgage advisor with Countrywide Home Loans. When Bank of America acquired Countrywide, he remained with the company as a vice president of sales. He subsequently served as a partner and loan officer with Commerce

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