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 July 7, 2026, the top 3 include Robert Procaccianti (Bank of America, N.A., NMLS #38170), Kateryna Witt (Onity Mortgage Corporation, NMLS #2626154), and Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118).
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 Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #2 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 3 | $355K |
| #3 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $718K | 3 | $239K |
| #4 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #5 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $636K | 1 | $636K |
| #6 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | Boca Raton, FL | $520K | 1 | $520K |
| #7 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $488K | 1 | $488K |
| #8 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $450K | 1 | $450K |
| #9 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #10 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $330K | 1 | $330K |
| #11 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $266K | 1 | $266K |
| #12 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #13 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $175K | 2 | $88K |
| #14 | Robert Wells | 2812652 | Whitefish Credit Union Association | 409281 | Missoula, MT | $155K | 2 | $78K |
| #15 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #16 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #17 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $60K | 1 | $60K |
| #18 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #19 | Shawn Gavin | 2781239 | Amerisave Mortgage Corporation | 1168 | — | $50K | 1 | $50K |
| #20 | 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 July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-volume
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