Top loan officers in Montana 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 Lindsay Lee (Russell Country Federal Credit Union, NMLS #1002501), Sara Koelzer (Guaranteed Rate, Inc., NMLS #400361), and Julie Lapham (Everett Financial, Inc., NMLS #292964).
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 | Lindsay Lee | 1002501 | Russell Country Federal Credit Union | 421978 | Great Falls, MT | $21.1M | 203 | $104K |
| #2 | Sara Koelzer | 400361 | Guaranteed Rate, Inc. | 2611 | Bozeman, MT | $92.5M | 162 | $571K |
| #3 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $57.5M | 133 | $433K |
| #4 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $45.4M | 114 | $398K |
| #4 | Michael Banks | 404629 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $30.4M | 114 | $267K |
| #6 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $34.6M | 100 | $346K |
| #7 | Nicole Hanni | 487293 | Guild Mortgage Company LLC | 3274 | Butte, MT | $25.0M | 95 | $264K |
| #8 | Brian Hafner | 1620055 | Lower, LLC | 1124061 | Billings, MT | $29.7M | 90 | $330K |
| #9 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $28.0M | 89 | $314K |
| #10 | John Baldridge | 1942991 | Prosperity Home Mortgage, LLC | 75164 | Newport Beach, CA | $36.1M | 83 | $435K |
| #11 | Christopher Dangerfield | 400362 | Fairway Independent Mortgage Corporation | 2289 | Great Falls, MT | $19.5M | 78 | $250K |
| #12 | Elizabeth Kleppelid | 1512405 | Rocky Mountain Credit Union | 585490 | Helena, MT | $10.5M | 75 | $141K |
| #13 | Scott Lucier | 1637174 | loanDepot.com, LLC | 174457 | Boise, ID | $29.7M | 72 | $412K |
| #14 | Deborah Sokoloski | 716649 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $22.1M | 70 | $315K |
| #14 | Casey Moen | 1733091 | Stockman Bank of Montana | 440094 | Great Falls, MT | $23.6M | 70 | $337K |
| #16 | Curtis Gannon | 236333 | Glacier Bank | 472212 | Butte, MT | $16.0M | 69 | $232K |
| #17 | Jessica Haynes | 1854887 | VALLEY FINANCIAL CREDIT UNION | 478488 | Billings, MT | $21.1M | 68 | $311K |
| #18 | Colleen Wood | 1118454 | Wood Team Home Mortgage LLC | 2535756 | Red Lodge, MT | $26.5M | 66 | $401K |
| #19 | Emily Martello | 812363 | CrossCountry Mortgage, LLC | 3029 | Missoula, MT | $27.0M | 65 | $415K |
| #19 | Kaycee Carroll | 716645 | YELLOWSTONE BANK, THE | 403398 | Billings, MT | $21.1M | 65 | $325K |
| #21 | Lisa Pickens | 613976 | Glacier Bank | 472212 | Helena, MT | $28.0M | 64 | $437K |
| #22 | Stephen Cooney | 487376 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $26.3M | 63 | $418K |
| #23 | Renee Gaugler | 400368 | Cornerstone Capital Bank, SSB | 2258 | Bozeman, MT | $29.8M | 62 | $481K |
| #24 | Bryon Smith | 259031 | Bryon Smith Mortgage LLC | 259426 | Missoula, MT | $24.0M | 59 | $407K |
| #25 | Deanna Felix | 1389503 | Clearwater Federal Credit Union | 447584 | — | $17.0M | 57 | $298K |
| #25 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $25.5M | 57 | $447K |
| #27 | Everette Cornwell | 794613 | Stockman Bank of Montana | 440094 | Great Falls, MT | $15.8M | 56 | $282K |
| #28 | Emma Penna | 2053766 | CrossCountry Mortgage, LLC | 3029 | Bozeman, MT | $24.8M | 55 | $451K |
| #28 | David Krueger | 1598813 | Montana Family Mortgage, LLC | 1625135 | Missoula, MT | $22.9M | 55 | $416K |
| #30 | David Christensen | 290471 | Mountain Lake Mortgage Corporation | 270653 | Kalispell, MT | $21.6M | 54 | $399K |
| #30 | Yvonne Kelly | 523512 | Premier Mortgage Resources, L.L.C. | 1169 | Billings, MT | $16.5M | 54 | $306K |
| #30 | Julie Clewley | 2271568 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $4.9M | 54 | $91K |
| #33 | Jason Edmister | 523487 | Stockman Bank of Montana | 440094 | Great Falls, MT | $16.5M | 53 | $312K |
| #33 | William Cockhill | 747566 | Stockman Bank of Montana | 440094 | Helena, MT | $19.3M | 53 | $364K |
| #35 | Mark Dowaliby | 1517590 | Whitefish Credit Union Association | 409281 | — | $16.6M | 52 | $319K |
| #35 | Christopher Ackerman | 450337 | Guaranteed Rate, Inc. | 2611 | Billings, MT | $19.8M | 52 | $380K |
| #37 | Caroline Roy | 271203 | GoPrime Mortgage, Inc. | 69551 | Bozeman, MT | $25.1M | 51 | $491K |
| #37 | Patrick Trottier | 1063320 | Opportunity Bank of Montana | 412554 | Missoula, MT | $5.2M | 51 | $101K |
| #39 | THOMAS BOYLE | 1518134 | Paramount Residential Mortgage Group, Inc. | 75243 | Corona, CA | $11.9M | 50 | $239K |
| #39 | Radostina Benner | 1231612 | Glacier Bank | 472212 | Bozeman, MT | $27.5M | 50 | $551K |
| #41 | Jacqueline Helman | 569014 | VALLEY FINANCIAL CREDIT UNION | 478488 | Billings, MT | $14.7M | 49 | $301K |
| #41 | Cassidy Leary | 1637124 | Guild Mortgage Company LLC | 3274 | Butte, MT | $12.9M | 49 | $264K |
| #41 | Matthew Gehr | 1549221 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $19.7M | 49 | $402K |
| #44 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $14.4M | 48 | $299K |
| #44 | Elizabeth Klunder | 716654 | Glacier Bank | 472212 | Billings, MT | $16.2M | 48 | $337K |
| #44 | Katheryn Stephens | 2122631 | Glacier Bank | 472212 | — | $13.8M | 48 | $287K |
| #47 | Kenneth Pankratz | 417292 | Opportunity Bank of Montana | 412554 | Helena, MT | $5.0M | 47 | $106K |
| #47 | Heather Donnelly | 2103040 | Clearwater Federal Credit Union | 447584 | Stevensville, MT | $6.5M | 47 | $139K |
| #49 | Carla Marinko | 526355 | Stockman Bank of Montana | 440094 | Belgrade, MT | $20.9M | 46 | $454K |
| #49 | Cambria Hidalgo | 2005391 | Glacier Bank | 472212 | Whitefish, MT | $23.9M | 46 | $520K |
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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-overall-by-units/2024
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