Leading rookies in Montana in 2026, 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 Robert Wells (Whitefish Credit Union Association, NMLS #2812652), Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118), and David Plate (Rocket Mortgage, LLC, NMLS #2821347).
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 | 2026 Volume | 2026 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 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | — | $481K | 4 | $120K |
| #3 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 4 | $284K |
| #5 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | — | $1.4M | 3 | $459K |
| #5 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $456K | 3 | $152K |
| #5 | Courtney Ruzick | 2709730 | CrossCountry Mortgage, LLC | 3029 | Fort Walton Beach, FL | $795K | 3 | $265K |
| #8 | Javier Torres | 2817770 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $85K | 2 | $43K |
| #8 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #8 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $700K | 2 | $350K |
| #8 | Evvyn Leonard | 2684278 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $823K | 2 | $412K |
| #8 | Joseph Ramler | 2833936 | Ascent Bank | 405868 | Helena, MT | $281K | 2 | $141K |
| #8 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $475K | 2 | $238K |
| #8 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #8 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $310K | 2 | $155K |
| #8 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $325K | 2 | $163K |
| #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 |
| #19 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #19 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #19 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #19 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
| #19 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #19 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | — | $795K | 1 | $795K |
| #19 | misty slade | 2846686 | First Interstate Bank | 561537 | Billings, MT | $100K | 1 | $100K |
| #19 | Brandon Grelle | 2835498 | Magnolia Bank, Incorporated | 423028 | Fishers, IN | $610K | 1 | $610K |
| #19 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #19 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #19 | Kaylen Haga | 2820083 | Navy Federal Credit Union | 399807 | Vienna, VA | $910K | 1 | $910K |
| #19 | Kurstin Garcia | 2812959 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #19 | Nicholas Stapleton | 2567343 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $80K | 1 | $80K |
| #19 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #19 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #19 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | — | $636K | 1 | $636K |
| #19 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | — | $207K | 1 | $207K |
| #19 | Jacob Hicks | 2824687 | JPMorgan Chase Bank, National Association | 399798 | Columbus, OH | $75K | 1 | $75K |
| #19 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #19 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #19 | Kaleb Carey | 2799791 | The Federal Savings Bank | 411500 | Yulee, FL | $240K | 1 | $240K |
| #19 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #19 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #19 | Michael Skorka | 2807542 | Grizzly Mortgage, LLC | 2607241 | Kalispell, MT | $655K | 1 | $655K |
| #19 | Catherine Sanders | 2533499 | PennyMac Loan Services, LLC | 35953 | — | $147K | 1 | $147K |
| #19 | Lee Garoutte | 360998 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $70K | 1 | $70K |
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 (2026). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units/2026
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