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 August 27, 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 | 2026 Volume | 2026 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 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $356K | 3 | $119K |
| #4 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $1.4M | 3 | $459K |
| #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 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $141K | 2 | $71K |
| #6 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #6 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #11 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #11 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #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 | Evvyn Leonard | 2684278 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $500K | 1 | $500K |
| #11 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #11 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #11 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #11 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #11 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #11 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #11 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #11 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $795K | 1 | $795K |
| #11 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $450K | 1 | $450K |
| #11 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #11 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
| #11 | Courtney Ruzick | 2709730 | CrossCountry Mortgage, LLC | 3029 | Fort Walton Beach, FL | $510K | 1 | $510K |
| #11 | misty slade | 2846686 | First Interstate Bank | 561537 | Billings, MT | $100K | 1 | $100K |
| #11 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #11 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #11 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $258K | 1 | $258K |
| #11 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #11 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #11 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units/2026
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