Opes Advisors is a mortgage bank that sells loans both on the secondary and capital markets, providing originators with competitive pricing and leading edge products. Our Mortgage Banking Operations Team is nimble, responsive and continually provides our originators with help and education to adapt to the many changes in products, guidelines, compliance and regulations.
Opes Advisors offers an extensive range of conventional conforming, high-balance, home equity and jumbo loan programs through established relationships with major banks, niche lenders and private investors. Our underwriters are experts in local markets and we are a direct seller servicer to FNMA and fully delegated for FHA /VA loans which means we maintain complete control of the process for fast turn-times and a smooth process.
As one of the leading independent mortgage banks in the jumbo space in the nation, we offer a mix of jumbo products with expanded underwriting criteria, higher LTV options, flexible reserve requirements, competitive ARM pricing, common sense underwriting and ease of closing. We are fully delegated on loan amounts to $1.5 million and offer loans up to $2 million.
A look inside Opes Advisors: https://vimeo.com/111572625
Opes Advisors’ vision is to enable clients to make effective financial decisions at critical moments in their life. In an industry that sells a commodity product, differentiation is critical. Our vision – how we are organized and everything we do – is designed to bring value to our clients and enable our mortgage originators to differentiate themselves in the mortgage market.
Our Mortgage Advisors have the distinct advantage of building a career – building the skill and reputation as a trusted financial advisor – while fulfilling mortgages for their clients. We are able to work differently with mortgage clients because we are a Financial Advisory Firm, not just a mortgage bank.
Our philosophy of trust and partnership contributes to our brand identity and is at the heart of all we do. Having an appropriate trusted identity and differentiated services are fundamental to the success of our organization, our branch partners and our sales teams. We actively build a culture that is:
Opes Advisors is currently seeking experienced and top-performing Mortgage Advisors to work in one of our Bay Area offices. Our mortgage offer includes competitively-priced jumbo, conforming, and government loan products in a specialized mortgage banking platform; a local operations team – from underwriting to funding – who understands the nuances of local markets and provides complete sales support to our Mortgage Advisors.