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 July 7, 2026, the top 3 include Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118), Kateryna Witt (Onity Mortgage Corporation, NMLS #2626154), and Robert Wells (Whitefish Credit Union Association, NMLS #2812652).
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 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $718K | 3 | $239K |
| #1 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 3 | $355K |
| #3 | Robert Wells | 2812652 | Whitefish Credit Union Association | 409281 | Missoula, MT | $155K | 2 | $78K |
| #3 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $175K | 2 | $88K |
| #5 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #5 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $520K | 1 | $520K |
| #5 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #5 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
| #5 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #5 | Shawn Gavin | 2781239 | Amerisave Mortgage Corporation | 1168 | — | $50K | 1 | $50K |
| #5 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #5 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #5 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $636K | 1 | $636K |
| #5 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $450K | 1 | $450K |
| #5 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #5 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #5 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $330K | 1 | $330K |
| #5 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #5 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
| #5 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
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 July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units
Powered by ChatMMI