Leading rookies in Montana in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 9, 2026, the top 3 include Robert Wells (Whitefish Credit Union Association, NMLS #2812652), Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118), and Kateryna Witt (Onity Mortgage Corporation, NMLS #2626154).
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 | YTD Volume | YTD Loans | Avg Loan |
|---|---|---|---|---|---|---|---|---|
| #1 | Robert Wells | 2812652 | Whitefish Credit Union Association | 409281 | Missoula, MT | $2.5M | 12 | $209K |
| #2 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $2.5M | 7 | $350K |
| #3 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 4 | $284K |
| #3 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | — | $481K | 4 | $120K |
| #5 | Courtney Ruzick | 2709730 | CrossCountry Mortgage, LLC | 3029 | Fort Walton Beach, FL | $795K | 3 | $265K |
| #5 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $456K | 3 | $152K |
| #5 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | — | $1.4M | 3 | $459K |
| #8 | Joseph Ramler | 2833936 | Ascent Bank | 405868 | Helena, MT | $281K | 2 | $141K |
| #8 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $915K | 2 | $457K |
| #8 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $304K | 2 | $152K |
| #8 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $310K | 2 | $155K |
| #8 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $700K | 2 | $350K |
| #8 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $475K | 2 | $238K |
| #8 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #8 | Javier Torres | 2817770 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $85K | 2 | $43K |
| #8 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $325K | 2 | $163K |
| #8 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #8 | Evvyn Leonard | 2684278 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $823K | 2 | $412K |
| #19 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #19 | Kaleb Carey | 2799791 | The Federal Savings Bank | 411500 | Yulee, FL | $240K | 1 | $240K |
| #19 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #19 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #19 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #19 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #19 | Kurstin Garcia | 2812959 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #19 | Michael Skorka | 2807542 | Grizzly Mortgage, LLC | 2607241 | Kalispell, MT | $655K | 1 | $655K |
| #19 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | — | $636K | 1 | $636K |
| #19 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #19 | Lee Garoutte | 360998 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $70K | 1 | $70K |
| #19 | misty slade | 2846686 | First Interstate Bank | 561537 | Billings, MT | $100K | 1 | $100K |
| #19 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #19 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #19 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #19 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #19 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #19 | Nicholas Stapleton | 2567343 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $80K | 1 | $80K |
| #19 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | — | $795K | 1 | $795K |
| #19 | Jacob Hicks | 2824687 | JPMorgan Chase Bank, National Association | 399798 | Columbus, OH | $75K | 1 | $75K |
| #19 | Catherine Sanders | 2533499 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $147K | 1 | $147K |
| #19 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #19 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
| #19 | Brandon Grelle | 2835498 | Magnolia Bank, Incorporated | 423028 | Fishers, IN | $610K | 1 | $610K |
| #19 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #19 | Kaylen Haga | 2820083 | Navy Federal Credit Union | 399807 | Vienna, VA | $910K | 1 | $910K |
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. Leading Rookies by Loan Count — Montana. Powered by MMI public record mortgage production data, accessed October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units
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