Biggest climbers in Kentucky in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Steven Schlagbaum (First Equity Mortgage Incorporated, NMLS #1312199), Brandon Wheatley (Union Savings Bank, NMLS #577023), and Kenneth Jones (Cinfed Federal Credit Union, NMLS #457557).
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 | Rank Change | 2023 Volume | 2023 Loans |
|---|---|---|---|---|---|---|---|---|
| #1 | Steven Schlagbaum | 1312199 | First Equity Mortgage Incorporated | 21157 | Ft Mitchell, KY | ▲ 9132 (#9216 → #84) | $15.0M | 41 |
| #2 | Brandon Wheatley | 577023 | Union Savings Bank | 446047 | Cincinnati, OH | ▲ 9043 (#9707 → #664) | $3.9M | 7 |
| #3 | Kenneth Jones | 457557 | Cinfed Federal Credit Union | 787678 | Cincinnati, OH | ▲ 9035 (#9520 → #485) | $5.2M | 24 |
| #4 | SEAN INGOLD | 238534 | Endeavor Capital, LLC | 222524 | Chesterfield, MO | ▲ 8797 (#9759 → #962) | $2.8M | 15 |
| #5 | Charles Caudill | 2016072 | The Farmers National Bank of Danville | 440531 | Danville, KY | ▲ 8348 (#9856 → #1508) | $1.6M | 7 |
| #6 | Denise Moul | 718454 | Success Mortgage Partners, Inc. | 130562 | Plymouth, MI | ▲ 8245 (#9957 → #1712) | $1.4M | 6 |
| #7 | Aimee Shell | 188129 | Lending Hand Mortgage LLC | 152227 | Madison, TN | ▲ 7886 (#9879 → #1993) | $1.2M | 7 |
| #8 | Matthew Vaccaro | 739157 | Morgan Stanley Private Bank, National Association | 663185 | Coppell, TX | ▲ 7829 (#9949 → #2120) | $1.1M | 2 |
| #9 | Colby Richardson | 1965040 | New Day Financial, LLC | 1043 | Fulton, MD | ▲ 7774 (#9510 → #1736) | $1.4M | 5 |
| #10 | Richard Mierenfeld | 502357 | U.S. Bank National Association | 402761 | — | ▲ 7699 (#9257 → #1558) | $1.6M | 2 |
| #11 | Richard Bridgman | 98981 | Mortgage Research Center, LLC | 1907 | Columbia, MO | ▲ 7602 (#9488 → #1886) | $1.3M | 4 |
| #12 | Jan Reid | 1995965 | Cardinal Financial Company, Limited Partnership | 66247 | — | ▲ 7583 (#9715 → #2132) | $1.1M | 6 |
| #13 | Brian Thomas | 425163 | JACKSON COUNTY BANK | 423020 | Annville, KY | ▲ 7503 (#8709 → #1206) | $2.1M | 25 |
| #14 | Tyler Gossett | 435974 | Union Home Mortgage Corp. | 2229 | — | ▲ 7484 (#8829 → #1345) | $1.9M | 6 |
| #15 | Demetrius Rodgers | 1731082 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 7456 (#9531 → #2075) | $1.1M | 8 |
| #16 | John Tuel | 597487 | 1st Trust Bank Inc. | 688788 | Richmond, KY | ▲ 7433 (#8113 → #680) | $3.8M | 10 |
| #17 | PATTI WAYMIRE | 415665 | Cumberland Security Bank, Inc. | 463932 | — | ▲ 7266 (#9457 → #2191) | $1.1M | 3 |
| #18 | Thomas Goulet | 185374 | RMC Home Mortgage, LLC | 2116211 | Dublin, OH | ▲ 7254 (#8464 → #1210) | $2.1M | 7 |
| #19 | James Skaggs | 422794 | Peoples Bank of Kentucky, Inc. | 415963 | Flemingsburg, KY | ▲ 7249 (#9211 → #1962) | $1.2M | 5 |
| #20 | Victoria McCoy | 1867153 | The First National Bank of Williamson | 452585 | — | ▲ 7242 (#8229 → #987) | $2.7M | 12 |
| #21 | Jayma Rednour | 762411 | Monticello Banking Company | 744526 | Monticello, KY | ▲ 7236 (#9283 → #2047) | $1.1M | 3 |
| #22 | Luiz Oliveira | 1092503 | West Capital Lending, Inc. | 1566096 | Irvine, CA | ▲ 7162 (#9180 → #2018) | $1.2M | 5 |
| #23 | Megan Katouzian | 1234754 | Rocket Mortgage, LLC | 3030 | Lake Forest, CA | ▲ 7116 (#9798 → #2682) | $824K | 6 |
| #24 | Jackson Zebzda | 2300857 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | ▲ 7087 (#9855 → #2768) | $786K | 4 |
| #25 | Jonathan Hafer | 1643314 | 1st Advantage Mortgage Broker LLC | 2468711 | Charlotte, NC | ▲ 7042 (#9801 → #2759) | $790K | 4 |
| #26 | DaMario Rauch | 1485930 | CrossCountry Mortgage, LLC | 3029 | Blue Ash, OH | ▲ 7006 (#8454 → #1448) | $1.7M | 4 |
| #27 | Dane Frazier | 1779989 | Mortgage Research Center, LLC | 1907 | Columbia, MO | ▲ 6971 (#8404 → #1433) | $1.7M | 5 |
| #28 | Vance Presson | 1742388 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 6874 (#9114 → #2240) | $1.0M | 18 |
| #29 | Tina Bush | 758309 | The Cecilian Bank | 409707 | Munfordville, KY | ▲ 6765 (#9342 → #2577) | $856K | 3 |
| #30 | Tyler Lampe | 2217157 | Texana Bank, N.A. | 407536 | Keller, TX | ▲ 6749 (#8670 → #1921) | $1.2M | 7 |
| #31 | Todd Seidl | 1929789 | Wells Fargo Bank, National Association | 399801 | — | ▲ 6747 (#9545 → #2798) | $776K | 3 |
| #32 | William Aldridge | 1330731 | First Southern National Bank | 409424 | Richmond, KY | ▲ 6743 (#9768 → #3025) | $710K | 6 |
| #33 | Shawn Leverette | 513129 | JPMorgan Chase Bank, National Association | 399798 | Columbus, OH | ▲ 6741 (#9900 → #3159) | $671K | 2 |
| #34 | Carrie Morris | 1891277 | Town & Country Bank and Trust Company | 541566 | Bardstown, KY | ▲ 6721 (#8985 → #2264) | $1.0M | 7 |
| #35 | Francis Yockey | 525333 | Fifth Third Bank, National Association | 403245 | Portsmouth, OH | ▲ 6678 (#7512 → #834) | $3.2M | 16 |
| #36 | William Sherriff | 369884 | Raymond James Bank | 405712 | St Petersburg, FL | ▲ 6678 (#8364 → #1686) | $1.4M | 2 |
| #37 | Alexandra Wolf | 466299 | Central Bank & Trust Company | 440304 | Lexington, KY | ▲ 6660 (#7241 → #581) | $4.4M | 9 |
| #38 | Barbara Hale | 56423 | LCNB National Bank | 403521 | Milford, OH | ▲ 6628 (#9678 → #3050) | $703K | 3 |
| #39 | Matthew Kidd | 1636394 | TMMAK Holdings, LLC | 1738461 | Louisville, KY | ▲ 6604 (#9561 → #2957) | $726K | 1 |
| #40 | Todd Jaenke | 7675 | Mutual of Omaha Mortgage, Inc. | 1025894 | Chesterfield, MO | ▲ 6573 (#9655 → #3082) | $692K | 1 |
| #41 | Eric Prindes | 96000 | Truist Bank | 399803 | Richmond, VA | ▲ 6535 (#8878 → #2343) | $973K | 2 |
| #42 | Amanda Hardy | 13084 | Carrington Mortgage Services, LLC | 2600 | Jacksonville, FL | ▲ 6531 (#8403 → #1872) | $1.3M | 7 |
| #43 | Brian Achatz | 2310382 | PennyMac Loan Services, LLC | 35953 | — | ▲ 6528 (#9415 → #2887) | $747K | 4 |
| #44 | Brianna Labitzke | 18176 | UBS Bank USA, National Association | 947868 | Jacksonville, FL | ▲ 6513 (#7721 → #1208) | $2.1M | 3 |
| #45 | Jonathan Wilkerson | 628127 | Monticello Banking Company | 744526 | Liberty, KY | ▲ 6503 (#9504 → #3001) | $717K | 6 |
| #46 | Robert Markunas | 2238802 | PennyMac Loan Services, LLC | 35953 | — | ▲ 6499 (#7672 → #1173) | $2.2M | 10 |
| #47 | John Kupcik | 1035039 | Edge Home Finance, LLC | 891464 | Columbus, OH | ▲ 6401 (#9969 → #3568) | $578K | 1 |
| #48 | Scott Bartel | 2271010 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | ▲ 6346 (#9174 → #2828) | $765K | 3 |
| #49 | Ila Nichols | 1731486 | Priority 1 Lending, LLC | 1375378 | — | ▲ 6333 (#9726 → #3393) | $615K | 9 |
| #50 | Matthew Johnson | 37463 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | ▲ 6328 (#7933 → #1605) | $1.5M | 9 |
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. Biggest Climbers by Volume — Kentucky (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/kentucky/top-climbers-by-volume/2023
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