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 October 11, 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 | $21.2M | 204 | $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 | $57.8M | 134 | $432K |
| #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 | $35.2M | 102 | $345K |
| #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 |
| #8 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $28.2M | 90 | $314K |
| #10 | John Baldridge | 1942991 | Prosperity Home Mortgage, LLC | 75164 | Newport Beach, CA | $36.8M | 85 | $433K |
| #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 | Deborah Sokoloski | 716649 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $22.7M | 73 | $311K |
| #14 | Scott Lucier | 1637174 | loanDepot.com, LLC | 174457 | Boise, ID | $29.7M | 72 | $412K |
| #15 | Curtis Gannon | 236333 | Glacier Bank | 472212 | Butte, MT | $16.1M | 71 | $226K |
| #16 | Casey Moen | 1733091 | Stockman Bank of Montana | 440094 | Great Falls, MT | $23.6M | 70 | $337K |
| #17 | Jessica Haynes | 1854887 | VALLEY FINANCIAL CREDIT UNION | 478488 | Billings, MT | $21.5M | 69 | $312K |
| #18 | Colleen Wood | 1118454 | Wood Team Home Mortgage LLC | 2535756 | Red Lodge, MT | $26.5M | 67 | $396K |
| #18 | Emily Martello | 812363 | CrossCountry Mortgage, LLC | 3029 | Missoula, MT | $27.8M | 67 | $414K |
| #20 | 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 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $25.6M | 58 | $441K |
| #25 | Deanna Felix | 1389503 | Stockman Bank of Montana | 440094 | Missoula, MT | $17.5M | 58 | $302K |
| #27 | Emma Penna | 2053766 | CrossCountry Mortgage, LLC | 3029 | Bozeman, MT | $25.2M | 56 | $450K |
| #27 | Everette Cornwell | 794613 | Stockman Bank of Montana | 440094 | Great Falls, MT | $15.8M | 56 | $282K |
| #29 | 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 | Julie Clewley | 2271568 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $4.9M | 54 | $91K |
| #30 | Yvonne Kelly | 523512 | Premier Mortgage Resources, L.L.C. | 1169 | Billings, MT | $16.5M | 54 | $306K |
| #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 | Christopher Ackerman | 450337 | Guaranteed Rate, Inc. | 2611 | Billings, MT | $19.8M | 52 | $380K |
| #35 | Mark Dowaliby | 1517590 | Whitefish Credit Union Association | 409281 | — | $16.6M | 52 | $319K |
| #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 | Radostina Benner | 1231612 | Glacier Bank | 472212 | Bozeman, MT | $27.5M | 50 | $551K |
| #39 | THOMAS BOYLE | 1518134 | Paramount Residential Mortgage Group, Inc. | 75243 | Corona, CA | $11.9M | 50 | $239K |
| #41 | Cassidy Leary | 1637124 | Guild Mortgage Company LLC | 3274 | Butte, MT | $12.9M | 49 | $264K |
| #41 | Jacqueline Helman | 569014 | VALLEY FINANCIAL CREDIT UNION | 478488 | Billings, MT | $14.7M | 49 | $301K |
| #41 | Matthew Gehr | 1549221 | Jenks & Gehr Mortgage, LLC | 2898535 | Missoula, MT | $19.7M | 49 | $402K |
| #44 | Elizabeth Klunder | 716654 | Glacier Bank | 472212 | Billings, MT | $16.2M | 48 | $337K |
| #44 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $14.4M | 48 | $299K |
| #44 | Katheryn Stephens | 2122631 | Glacier Bank | 472212 | — | $13.8M | 48 | $287K |
| #47 | Heather Donnelly | 2103040 | Clearwater Federal Credit Union | 447584 | Stevensville, MT | $6.5M | 47 | $139K |
| #47 | Kenneth Pankratz | 417292 | Opportunity Bank of Montana | 412554 | Helena, MT | $5.0M | 47 | $106K |
| #49 | Jennifer Bunton | 1788002 | Union Home Mortgage Corp. | 2229 | Great Falls, MT | $11.6M | 46 | $253K |
| #49 | Michelle Felde | 712728 | Stockman Bank of Montana | 440094 | Missoula, MT | $9.4M | 46 | $204K |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-overall-by-units/2024
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