Leading rookies in Montana in 2026 so far, ranked by total volume. 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), James Finley (Freedom Mortgage Corporation, NMLS #573501), and Robert Procaccianti (Bank of America, N.A., NMLS #38170).
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 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $1.4M | 3 | $459K |
| #3 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #4 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 4 | $284K |
| #5 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #6 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $952K | 5 | $190K |
| #7 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $795K | 1 | $795K |
| #8 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #9 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | — | $636K | 1 | $636K |
| #10 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #11 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #12 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $475K | 2 | $238K |
| #13 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $450K | 1 | $450K |
| #14 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #15 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #16 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $356K | 3 | $119K |
| #17 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #18 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
| #19 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $258K | 1 | $258K |
| #20 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #21 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #22 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #23 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #24 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $141K | 2 | $71K |
| #25 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #26 | Javier Torres | 2817770 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $85K | 2 | $43K |
| #27 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #28 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #29 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #30 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #31 | 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 Volume — Montana. Powered by MMI public record mortgage production data, accessed August 23, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-volume
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