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 August 23, 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 | $1.5M | 8 | $189K |
| #2 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $952K | 5 | $190K |
| #3 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 4 | $284K |
| #4 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $1.4M | 3 | $459K |
| #4 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $356K | 3 | $119K |
| #6 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #6 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $141K | 2 | $71K |
| #6 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $475K | 2 | $238K |
| #6 | Javier Torres | 2817770 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $85K | 2 | $43K |
| #6 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #11 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
| #11 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #11 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #11 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #11 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #11 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $450K | 1 | $450K |
| #11 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #11 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #11 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #11 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #11 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #11 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $258K | 1 | $258K |
| #11 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #11 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #11 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #11 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #11 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $795K | 1 | $795K |
| #11 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #11 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | — | $636K | 1 | $636K |
| #11 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #11 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
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 August 23, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units
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