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 October 9, 2026, the top 3 include Robert Wells (Whitefish Credit Union Association, NMLS #2812652), Jamie Jenkins (Stockman Bank of Montana, NMLS #2826118), and James Finley (Freedom Mortgage Corporation, NMLS #573501).
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 | $2.5M | 12 | $209K |
| #2 | Jamie Jenkins | 2826118 | Stockman Bank of Montana | 440094 | Missoula, MT | $2.5M | 7 | $350K |
| #3 | James Finley | 573501 | Freedom Mortgage Corporation | 2767 | — | $1.4M | 3 | $459K |
| #4 | Robert Procaccianti | 38170 | Bank of America, N.A. | 399802 | Providence, RI | $1.2M | 1 | $1.2M |
| #5 | Kateryna Witt | 2626154 | Onity Mortgage Corporation | 2726 | Plano, TX | $1.1M | 4 | $284K |
| #6 | Karl Schuman | 2474038 | Hometown Financial Group, LLC | 1028232 | Spokane, WA | $1.1M | 2 | $561K |
| #7 | Khloe Cone | 2813001 | E Mortgage Capital, Inc. | 1416824 | Santa Ana, CA | $915K | 2 | $457K |
| #8 | Kaylen Haga | 2820083 | Navy Federal Credit Union | 399807 | Vienna, VA | $910K | 1 | $910K |
| #9 | Evvyn Leonard | 2684278 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $823K | 2 | $412K |
| #10 | Michael Walsh | 2805162 | Freedom Mortgage Corporation | 2767 | — | $795K | 1 | $795K |
| #11 | Courtney Ruzick | 2709730 | CrossCountry Mortgage, LLC | 3029 | Fort Walton Beach, FL | $795K | 3 | $265K |
| #12 | Jace Fitzgerald | 2837657 | Pioneer State Bank | 704467 | Dillon, MT | $700K | 2 | $350K |
| #13 | Ross Flaharty | 2793889 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $665K | 1 | $665K |
| #14 | Michael Skorka | 2807542 | Grizzly Mortgage, LLC | 2607241 | Kalispell, MT | $655K | 1 | $655K |
| #15 | Daniel Curtis | 2737709 | PennyMac Loan Services, LLC | 35953 | — | $636K | 1 | $636K |
| #16 | Eric Grollman | 2786401 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $622K | 2 | $311K |
| #17 | Brandon Grelle | 2835498 | Magnolia Bank, Incorporated | 423028 | Fishers, IN | $610K | 1 | $610K |
| #18 | David Plate | 2821347 | Rocket Mortgage, LLC | 3030 | — | $481K | 4 | $120K |
| #19 | Jake Parker | 2763475 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $475K | 2 | $238K |
| #20 | Janora Fisher | 2796779 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $456K | 3 | $152K |
| #21 | Aaron Kyle Ilao | 2673751 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $420K | 1 | $420K |
| #22 | Correia Ozug | 2810413 | New Day Financial, LLC | 1043 | — | $400K | 1 | $400K |
| #23 | Dan Lloyd | 2809431 | Servbank, National Association | 203463 | Newark, DE | $346K | 1 | $346K |
| #24 | Amanda Mayville | 2822078 | Pioneer State Bank | 704467 | Deer Lodge, MT | $325K | 2 | $163K |
| #25 | Gustavo Perez | 2821356 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $310K | 2 | $155K |
| #26 | Derick Benitez | 2734285 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $304K | 2 | $152K |
| #27 | Joseph Ramler | 2833936 | Ascent Bank | 405868 | Helena, MT | $281K | 2 | $141K |
| #28 | Kaleb Carey | 2799791 | The Federal Savings Bank | 411500 | Yulee, FL | $240K | 1 | $240K |
| #29 | Misael Ramos | 2785399 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $207K | 1 | $207K |
| #30 | Heleny Ramirez Valdez | 2045538 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $203K | 1 | $203K |
| #31 | Michael Haack | 2791494 | Mutual of Omaha Mortgage, Inc. | 1025894 | Scottsdale, AZ | $175K | 1 | $175K |
| #32 | Erick Garza | 2833638 | Pentagon Federal Credit Union | 401822 | San Antonio, TX | $150K | 1 | $150K |
| #33 | Catherine Sanders | 2533499 | PennyMac Loan Services, LLC | 35953 | Carrollton, TX | $147K | 1 | $147K |
| #34 | Nicholas Williams | 2807128 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $123K | 1 | $123K |
| #35 | misty slade | 2846686 | First Interstate Bank | 561537 | Billings, MT | $100K | 1 | $100K |
| #36 | Javier Torres | 2817770 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $85K | 2 | $43K |
| #37 | Nicholas Stapleton | 2567343 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | $80K | 1 | $80K |
| #38 | Jacob Hicks | 2824687 | JPMorgan Chase Bank, National Association | 399798 | Columbus, OH | $75K | 1 | $75K |
| #39 | Lee Garoutte | 360998 | PennyMac Loan Services, LLC | 35953 | Roseville, CA | $70K | 1 | $70K |
| #40 | Shae Glathar | 2812495 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $50K | 1 | $50K |
| #41 | Shawn Gavin | 2781239 | The Ciucevich Group LLC | 2481808 | Sanford, NC | $50K | 1 | $50K |
| #42 | Kurstin Garcia | 2812959 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #42 | Ghaith Itbi | 2824726 | JPMorgan Chase Bank, National Association | 399798 | Jacksonville, FL | $40K | 1 | $40K |
| #44 | 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 October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-rookie-by-volume
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