Leading rookies in California in 2024, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Jonathan Locke (CrossCountry Mortgage, LLC, NMLS #2109076), DaVita Talbert (Fulton Bank, National Association, NMLS #2573706), and Susana Jimenez (EDUCATIONAL EMPLOYEES CREDIT UNION, NMLS #2639569).
Updated · Recorded mortgage transactions typically appear in this dataset approximately 22 days after the recording date.
| Rank | Loan officer | LO NMLS | Current Lender / Broker | Lender NMLS | Location | 2024 Volume | 2024 Loans | Avg Loan |
|---|---|---|---|---|---|---|---|---|
| #1 | Jonathan Locke | 2109076 | CrossCountry Mortgage, LLC | 3029 | Riverside, CA | $23.4M | 45 | $520K |
| #2 | DaVita Talbert | 2573706 | Fulton Bank, National Association | 485401 | — | $2.9M | 30 | $97K |
| #3 | Susana Jimenez | 2639569 | EDUCATIONAL EMPLOYEES CREDIT UNION | 457253 | — | $8.6M | 27 | $320K |
| #4 | Norma Patino | 864864 | Gold Standard Mortgage | 1779283 | Kingsburg, CA | $7.3M | 26 | $281K |
| #4 | Stephanie Garcia | 2573122 | Capital One, National Association | 453156 | — | $2.4M | 26 | $94K |
| #6 | Jasmine Edmison | 2573119 | Capital One, National Association | 453156 | — | $2.7M | 25 | $108K |
| #7 | Kenneth Angeles Velazquez | 2217902 | Coast2Coast Mortgage, LLC | 376205 | Saint Augustine, FL | $10.2M | 21 | $487K |
| #7 | David Dion | 2573705 | Capital One, National Association | 453156 | — | $2.7M | 21 | $130K |
| #9 | Gregory Peyser | 2502762 | CrossCountry Mortgage, LLC | 3029 | San Diego, CA | $36.7M | 20 | $1.8M |
| #9 | Kirk Vaughn | 2568851 | COASTHILLS FEDERAL CREDIT UNION | 421923 | Santa Maria, CA | $4.8M | 20 | $238K |
| #11 | Alene Flanders | 2573115 | Capital One, National Association | 453156 | — | $1.5M | 19 | $81K |
| #12 | Manuel Medina | 2555955 | Better Mortgage Corporation | 330511 | Troy, MI | $1.7M | 18 | $92K |
| #12 | Gabriel Olivares Guerrero | 2533202 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $9.6M | 18 | $534K |
| #12 | Alyssa Dudley | 2573704 | Capital One, National Association | 453156 | — | $1.7M | 18 | $96K |
| #15 | Omajel Serrano Bonano | 2544413 | Wells Fargo Bank, National Association | 399801 | Roseville, CA | $7.8M | 17 | $457K |
| #15 | Yvette Marquez | 2523779 | Marquez,Yvette, Veronica | 2561605 | Rancho Santa Fe, CA | $27.0M | 17 | $1.6M |
| #17 | Svitlana Lymar | 2597510 | Capital One, National Association | 453156 | — | $1.3M | 16 | $80K |
| #17 | Angie Gonzalez | 2462183 | Golden Empire Mortgage, Inc. | 2427 | Bakersfield, CA | $3.3M | 16 | $206K |
| #17 | ARIANA FIGUEROA DUARTE | 1596433 | Vantage Point Finance, Inc. | 2565304 | Madera, CA | $6.2M | 16 | $388K |
| #17 | Brian Ortiz Torres | 2447354 | New American Funding, LLC | 6606 | — | $4.9M | 16 | $304K |
| #21 | Neida Rivera Miranda | 2226258 | Western Pioneer Financial, Inc. | 223688 | Fresno, CA | $4.5M | 15 | $302K |
| #21 | Maria Durazo Valle | 2539923 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $3.4M | 15 | $226K |
| #21 | Patricia Sanchez | 2525212 | M. E. Strategic Corp. | 1615759 | Downey, CA | $5.7M | 15 | $381K |
| #21 | Emilia Shakians | 846954 | Optima Lending Inc. | 2326046 | Glendale, CA | $12.8M | 15 | $856K |
| #21 | Joyce Trevino | 2499056 | Balfanz Family Mortgage Inc. | 2426892 | Bakersfield, CA | $8.1M | 15 | $537K |
| #26 | Monica Alvarez | 1316646 | Answer Home Lending, Inc. | 2343805 | Granite Bay, CA | $4.2M | 14 | $299K |
| #26 | Kristoffer McCullough | 1756904 | PATRIOT PACIFIC FINANCIAL CORP. | 1921615 | Murrieta, CA | $7.4M | 14 | $529K |
| #26 | Jesse de Jesus | 2567836 | West Capital Lending, Inc. | 1566096 | Irvine, CA | $12.5M | 14 | $896K |
| #26 | Tyree Champion | 2516958 | Lakeview Loan Servicing, LLC | 391521 | Coral Gables, FL | $3.5M | 14 | $249K |
| #26 | Daniel Nausha | 246355 | OriginPoint LLC | 2185899 | Newport Beach, CA | $14.0M | 14 | $999K |
| #26 | Heather Held | 2597505 | Capital One, National Association | 453156 | — | $1.6M | 14 | $116K |
| #26 | KA-RASIKA DUWAGE | 2421950 | KAL DUWAGE MORTGAGE INC | 2509381 | Torrance, CA | $10.2M | 14 | $725K |
| #26 | Alex Fernandez | 2579797 | VIALOS PARTNERS, INC. | 2286835 | Santa Clarita, CA | $7.9M | 14 | $562K |
| #34 | Cindy Bengtson | 2573118 | Capital One, National Association | 453156 | — | $1.4M | 13 | $110K |
| #34 | David Albanese | 392989 | LOANSTIRS INC | 2508887 | — | $7.0M | 13 | $542K |
| #34 | Chase Timko | 2561064 | United Lending Team, INC | 2273319 | Franklin, TN | $3.4M | 13 | $265K |
| #34 | Norman Maher | 2543697 | Barrett Financial Group, L.L.C. | 181106 | Hurricane, UT | $3.6M | 13 | $277K |
| #34 | Christopher Jones | 2505627 | INDEPENDENCE HOME LOANS LLC | 2524174 | Scottsdale, AZ | $3.0M | 13 | $232K |
| #34 | James Bridges | 391611 | PRIORITY CAPITAL CORPORATION | 235674 | Woodland Hills, CA | $18.5M | 13 | $1.4M |
| #34 | Curtis Russell | 2039024 | Lakeview Loan Servicing, LLC | 391521 | Coral Gables, FL | $6.5M | 13 | $502K |
| #34 | Armani Mills | 2597503 | Navy Federal Credit Union | 399807 | Dublin, OH | $1.2M | 13 | $91K |
| #42 | Untheya Wilmore | 2546321 | UDW Holdings Inc. | 2706644 | Tracy, CA | $5.9M | 12 | $495K |
| #42 | Karisa Tabil | 2597005 | Discover Bank | 684042 | — | $1.1M | 12 | $93K |
| #42 | Joshua Jackson | 2590070 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $5.7M | 12 | $476K |
| #42 | Craig Smith | 2391114 | Tomo Mortgage, LLC | 2059741 | New York, NY | $6.6M | 12 | $552K |
| #42 | Kellie Pelland | 2573120 | Capital One, National Association | 453156 | — | $1.5M | 12 | $121K |
| #42 | Emily Arroyo | 2476114 | Streamline Chico | 2107955 | Chico, CA | $3.7M | 12 | $308K |
| #42 | Sebastian Iavasile | 2564100 | Imperium Lending, LLC | 2237880 | Troy, MI | $1.3M | 12 | $107K |
| #42 | Diego Gonzalez Castillo | 2499170 | The Mortgage Pros Funding, Inc | 1727217 | Riverside, CA | $5.8M | 12 | $482K |
| #42 | Sean Sullivan | 2595908 | INDEPENDENCE HOME LOANS LLC | 2524174 | Scottsdale, AZ | $1.9M | 12 | $157K |
These rankings are powered by MMI's nationwide residential mortgage public record dataset. MMI collects mortgage transaction data from recording jurisdictions across the United States, with an average data latency of approximately 22 days from the recording date.
Transactions are matched to NMLS identifiers for loan officers, lenders, and brokers where applicable. MMI then deduplicates, normalizes, and validates this data to create an authoritative mortgage production dataset that powers MMI's analytics, recruiting, marketing, and intelligence products.
Rankings reflect recorded mortgage transactions available to MMI at the time of the last data refresh. Recent activity may continue to update as additional transactions are recorded and processed.
TopMortgageOriginators.com. Leading Rookies by Loan Count — California (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/california/top-rookie-by-units/2024
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