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Ben Lerner San Luis Obispo

Leading Mortgage Advisor in San Luis Obispo

About  Ben Lerner San Luis Obispo

Ben Lerner is a leading mortgage advisor with more than a decade of experience. He currently works with Opes Advisors in San Luis Obispo, California. Mr. Lerner leads his company in closed loans, ranks top five in total funded volume, and is a top one percent mortgage originator nationwide.

Mr. Lerner sets himself apart by walking clients through the mortgage process step-by-step. He makes himself available to clients, providing ample face time and one on one support. He also develops complete financial models for his clients, and helps them understand homeownership and financing options.

Prior to his success with Opes, he served as a partner and loan officer with Commerce Mortgage. He distinguished himself there by reaching the top three in both funded volume and closed loans.

Mr. Lerner previously worked for Bank of America, serving as VP of sales in the company’s home loans division. He was honored there by being inducted into the Circle of Excellence and Platinum Club, one of the company’s highest distinctions.

Work experience

Oct 2013Present

Mortgage Advisor

Opes Advisors
Aug 2010Oct 2013

Partner/ Loan Officer

Commerce Mortgage
Jan 2004Aug 2010

VP of Sales

Bank of America Home Loans/ Countrywide Home Loans


Aug 1991Dec 1994


California Polytechnic