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 May 28, 2026, the top 3 include Lindsay Lee (MONTANA 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 | MONTANA FEDERAL CREDIT UNION | 466184 | — | $21.0M | 201 | $105K |
| #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 | Michael Banks | 404629 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $30.4M | 114 | $267K |
| #4 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $45.4M | 114 | $398K |
| #6 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $34.3M | 99 | $346K |
| #7 | Nicole Hanni | 487293 | Guild Mortgage Company LLC | 3274 | Butte, MT | $25.0M | 95 | $264K |
| #8 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $28.0M | 89 | $314K |
| #8 | Brian Hafner | 1620055 | Lower, LLC | 1124061 | Billings, MT | $28.5M | 89 | $320K |
| #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 | Casey Moen | 1733091 | Stockman Bank of Montana | 440094 | Great Falls, MT | $23.6M | 70 | $337K |
| #14 | Deborah Sokoloski | 716649 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $22.1M | 70 | $315K |
| #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 | Kaycee Carroll | 716645 | Opportunity Bank of Montana | 412554 | Billings, MT | $21.1M | 65 | $325K |
| #19 | Emily Martello | 812363 | CrossCountry Mortgage, LLC | 3029 | Missoula, MT | $27.0M | 65 | $415K |
| #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 | $28.9M | 61 | $474K |
| #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 | $25.5M | 57 | $447K |
| #25 | Deanna Felix | 1389503 | Clearwater Federal Credit Union | 447584 | Missoula, MT | $17.0M | 57 | $298K |
| #27 | Emma Penna | 2053766 | Great Western Home Loans, Inc. | 1829215 | 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 |
| #32 | Jason Edmister | 523487 | Stockman Bank of Montana | 440094 | Great Falls, MT | $16.5M | 53 | $312K |
| #32 | Yvonne Kelly | 523512 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $16.0M | 53 | $303K |
| #32 | 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 | Patrick Trottier | 1063320 | Opportunity Bank of Montana | 412554 | Missoula, MT | $5.2M | 51 | $101K |
| #38 | THOMAS BOYLE | 1518134 | Paramount Residential Mortgage Group, Inc. | 75243 | Corona, CA | $11.9M | 50 | $239K |
| #38 | Caroline Roy | 271203 | GoPrime Mortgage, Inc. | 69551 | Bozeman, MT | $24.7M | 50 | $495K |
| #40 | Radostina Benner | 1231612 | Glacier Bank | 472212 | Bozeman, MT | $26.7M | 49 | $546K |
| #40 | Cassidy Leary | 1637124 | Guild Mortgage Company LLC | 3274 | Butte, MT | $12.9M | 49 | $264K |
| #40 | Matthew Gehr | 1549221 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $19.7M | 49 | $402K |
| #43 | Jacqueline Helman | 569014 | VALLEY FINANCIAL CREDIT UNION | 478488 | Billings, MT | $14.5M | 48 | $302K |
| #43 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $14.4M | 48 | $299K |
| #45 | Kenneth Pankratz | 417292 | Opportunity Bank of Montana | 412554 | Helena, MT | $5.0M | 47 | $106K |
| #45 | Heather Donnelly | 2103040 | Clearwater Federal Credit Union | 447584 | — | $6.5M | 47 | $139K |
| #45 | Katheryn Stephens | 2122631 | Glacier Bank | 472212 | — | $13.7M | 47 | $290K |
| #48 | Carla Marinko | 526355 | Stockman Bank of Montana | 440094 | Belgrade, MT | $20.9M | 46 | $454K |
| #48 | Michelle Felde | 712728 | Clearwater Federal Credit Union | 447584 | Missoula, MT | $9.4M | 46 | $204K |
| #48 | 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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-overall-by-units/2024
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