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 July 13, 2026, the top 3 include Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118), Kateryna Witt (Onity Mortgage Corporation, NMLS #2626154), 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 | 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 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $175K | 2 | $88K |
| #3 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $900K | 2 | $450K |
| #3 | Robert Wells | 2812652 | Whitefish Credit Union Association | 409281 | Missoula, MT | $155K | 2 | $78K |
| #6 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $450K | 1 | $450K |
| #6 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #6 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $636K | 1 | $636K |
| #6 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #6 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #6 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #6 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $330K | 1 | $330K |
| #6 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #6 | Lydia Fangmeier | 2825232 | Stockman Bank of Montana | 440094 | Great Falls, MT | $10K | 1 | $10K |
| #6 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #6 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #6 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #6 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #6 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
| #6 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #6 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | West Palm Beach, FL | $400K | 1 | $400K |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-units/2026
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