Top loan officers in Montana in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 2026, the top 3 include Lindsay Lee (Russell Country Federal Credit Union, NMLS #1002501), Julie Lapham (Everett Financial, Inc., NMLS #292964), and Crystal Eckerson (Evergreen Moneysource Mortgage Company, NMLS #400351).
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 | 2023 Volume | 2023 Loans | Avg Loan |
|---|---|---|---|---|---|---|---|---|
| #1 | Lindsay Lee | 1002501 | Russell Country Federal Credit Union | 421978 | Great Falls, MT | $19.5M | 166 | $117K |
| #2 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $59.8M | 139 | $430K |
| #3 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $45.2M | 126 | $359K |
| #4 | Sara Koelzer | 400361 | Guaranteed Rate, Inc. | 2611 | Bozeman, MT | $59.2M | 113 | $524K |
| #5 | Michael Banks | 404629 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $25.7M | 95 | $271K |
| #6 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $28.7M | 91 | $316K |
| #7 | Deanna Felix | 1389503 | Stockman Bank of Montana | 440094 | Missoula, MT | $14.2M | 85 | $167K |
| #8 | Christopher Dangerfield | 400362 | Fairway Independent Mortgage Corporation | 2289 | Great Falls, MT | $21.6M | 82 | $264K |
| #9 | Brian Hafner | 1620055 | Lower, LLC | 1124061 | Billings, MT | $25.7M | 80 | $322K |
| #9 | Deborah Sokoloski | 716649 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $25.5M | 80 | $318K |
| #11 | Kenneth Pankratz | 417292 | Opportunity Bank of Montana | 412554 | Helena, MT | $8.2M | 77 | $107K |
| #12 | Casey Moen | 1733091 | Stockman Bank of Montana | 440094 | Great Falls, MT | $21.0M | 74 | $284K |
| #13 | Nicole Hanni | 487293 | Guild Mortgage Company LLC | 3274 | Butte, MT | $19.6M | 71 | $275K |
| #14 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $18.7M | 68 | $275K |
| #15 | John Baldridge | 1942991 | Prosperity Home Mortgage, LLC | 75164 | Newport Beach, CA | $25.0M | 66 | $379K |
| #16 | Patrick Trottier | 1063320 | Opportunity Bank of Montana | 412554 | Missoula, MT | $5.7M | 62 | $92K |
| #17 | Tracy Kuehn | 240747 | Intrepid Credit Union | 411353 | — | $17.2M | 61 | $282K |
| #18 | Jason Edmister | 523487 | Stockman Bank of Montana | 440094 | Great Falls, MT | $20.0M | 60 | $333K |
| #19 | Michelle Felde | 712728 | Stockman Bank of Montana | 440094 | Missoula, MT | $11.9M | 59 | $201K |
| #19 | Mason Walker | 707869 | Independence Bank | 462921 | Great Falls, MT | $17.7M | 59 | $300K |
| #21 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $22.9M | 54 | $424K |
| #22 | Kristyn Blum | 2000392 | Russell Country Federal Credit Union | 421978 | Great Falls, MT | $3.6M | 53 | $68K |
| #22 | Julie Clewley | 2271568 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $4.2M | 53 | $79K |
| #24 | Mark Dowaliby | 1517590 | Whitefish Credit Union Association | 409281 | — | $17.8M | 52 | $342K |
| #25 | Tiffany McNeff | 707795 | FIRST FEDERAL BANK & TRUST | 490477 | Billings, MT | $16.1M | 51 | $315K |
| #25 | Caroline Roy | 271203 | GoPrime Mortgage, Inc. | 69551 | Bozeman, MT | $24.7M | 51 | $484K |
| #27 | Emma Penna | 2053766 | CrossCountry Mortgage, LLC | 3029 | Bozeman, MT | $21.4M | 50 | $428K |
| #27 | Bryon Smith | 259031 | Bryon Smith Mortgage LLC | 259426 | Missoula, MT | $22.8M | 50 | $457K |
| #27 | Stephen Cooney | 487376 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $20.8M | 50 | $415K |
| #27 | Yvonne Kelly | 523512 | Premier Mortgage Resources, L.L.C. | 1169 | Billings, MT | $15.7M | 50 | $315K |
| #31 | Acacia Madill | 1268142 | YELLOWSTONE BANK, THE | 403398 | Billings, MT | $17.4M | 49 | $354K |
| #31 | Dean Gillmore | 190283 | Clearwater Federal Credit Union | 447584 | Missoula, MT | $7.7M | 49 | $157K |
| #31 | Elizabeth Klunder | 716654 | Glacier Bank | 472212 | Billings, MT | $17.1M | 49 | $349K |
| #31 | Lynn Stenerson | 707851 | Stockman Bank of Montana | 440094 | Missoula, MT | $17.5M | 49 | $357K |
| #31 | Everette Cornwell | 794613 | Stockman Bank of Montana | 440094 | Great Falls, MT | $13.7M | 49 | $280K |
| #36 | Scott Lucier | 1637174 | loanDepot.com, LLC | 174457 | Boise, ID | $19.6M | 48 | $408K |
| #36 | Dianne Snedigar | 478583 | Farmers State Bank | 402643 | Stevensville, MT | $17.3M | 48 | $360K |
| #38 | Robert Vallance | 487547 | Opportunity Bank of Montana | 412554 | Missoula, MT | $18.4M | 47 | $391K |
| #39 | Moriah Lundeen | 193988 | Eagle Bank | 440469 | Polson, MT | $14.3M | 46 | $311K |
| #40 | KYLE ELLIOTT | 2144040 | Manufacturers and Traders Trust Company | 381076 | — | $22.6M | 45 | $502K |
| #40 | Emily Martello | 812363 | CrossCountry Mortgage, LLC | 3029 | Missoula, MT | $18.7M | 45 | $415K |
| #42 | Kaycee Carroll | 716645 | YELLOWSTONE BANK, THE | 403398 | Billings, MT | $14.1M | 44 | $321K |
| #42 | Carla Marinko | 526355 | Stockman Bank of Montana | 440094 | Belgrade, MT | $19.0M | 44 | $432K |
| #44 | Kimberly MacDonald | 470804 | U.S. Bank National Association | 402761 | Billings, MT | $20.8M | 43 | $483K |
| #44 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $12.8M | 43 | $299K |
| #44 | Edward Nissen | 263692 | CrossCountry Mortgage, LLC | 3029 | Whitefish, MT | $19.8M | 43 | $461K |
| #44 | Heather Donnelly | 2103040 | Clearwater Federal Credit Union | 447584 | Stevensville, MT | $7.7M | 43 | $179K |
| #44 | Colleen Wood | 1118454 | Wood Team Home Mortgage LLC | 2535756 | Red Lodge, MT | $22.5M | 43 | $522K |
| #44 | David Christensen | 290471 | Mountain Lake Mortgage Corporation | 270653 | Kalispell, MT | $19.7M | 43 | $459K |
| #50 | Sammy Van Dyke | 776569 | Billings Federal Credit Union | 462141 | Billings, MT | $13.1M | 42 | $312K |
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. Top Mortgage Loan Officers by Loan Count — Montana (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-overall-by-units/2023
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