Mortgage Advisor and Personal Finance Advisor | Santa Barbara, California | LinkedIn
License/Certifications: NMLS 233293
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Why I Chose Opes:
- Opes Advisors is an innovative mortgage banking firm dedicated to helping clients make their most important financial decisions that support their lifestyle today and produce a satisfying future. As a culture, Opes Advisors holds itself to a higher standard of service and expertise in providing the ultimate customer experience.
- The mortgage banking offer helps our clients understand that their mortgage is not just a home loan, but something with the potential to dramatically shift their financial situation now and into the future.
- Opes Adisors provides more than just a commodity – the mortgage loan and associated rate – we provide a customer experience that allows the customer to truly understand how their mortgage will best fit into their lifestyle.
Mark started in the mortgage business in 1984 as a local broker. He became a mortgage banker with a regional bank in Santa Barbara before joining Chase Manhattan in 1993, where he was a top producer and 12 time Leaders Club (Top 3% Nationally) recipient over his 17 year career specializing in affluent client lending, and construction lending. Mark was promoted to Regional Construction Manager and Sales Manager out of the Santa Barbara branch. He subsequently left JPMCHASE (after the merger with Washington Mutual) in 2010 to become a Private Mortgage Banker with the Private Bank of Wells Fargo. In 2013, he left Wells Fargo PMB to become the Supervising Loan Officer for the Santa Barbara branch of PNC Mortgage, a division of PNC Bank.
As of April 2015, Mark joined the Opes team as a PMB Private Client Associate in the quickly growing Santa Barbara branch.
Mark graduated from UCSB with a BS in General Biology/Cell & Molecular Physiology, and competed on the UCSB Varsity Soccer team, as well as the UCSB Varsity Track team.
Mark has lived in Santa Barbara for 38 years, after growing up all over the country and abroad. He has been married for 27 years, and has a son who attends Yale University. Mark is also involved with high school sports as a track coach and is a US Soccer referee, as well as a member of the Santa Barbara County Search and Rescue.