Biggest climbers nationwide in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Robin Ptak (State Employees' Credit Union, NMLS #2087392), Terry Downs (WEOKIE Federal Credit Union, NMLS #613365), and Shelley Murphy (DHI MORTGAGE COMPANY, LTD., NMLS #1399582).
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 | Rank Change | 2023 Volume | 2023 Loans |
|---|---|---|---|---|---|---|---|---|
| #1 | Robin Ptak | 2087392 | State Employees' Credit Union | 430055 | Charlotte, NC | ▲ 9380 (#9688 → #308) | $22.3M | 294 |
| #2 | Terry Downs | 613365 | WEOKIE Federal Credit Union | 442689 | Edmond, OK | ▲ 9276 (#9863 → #587) | $24.2M | 245 |
| #3 | Shelley Murphy | 1399582 | DHI MORTGAGE COMPANY, LTD. | 14622 | Mobile, AL | ▲ 9165 (#9688 → #523) | $77.7M | 252 |
| #4 | Martin Smith | 929324 | Geneva Financial, LLC | 42056 | Chandler, AZ | ▲ 9039 (#9863 → #824) | $42.0M | 222 |
| #5 | Laura Munoz | 632875 | EAST WEST BANK | 469761 | El Monte, CA | ▲ 8888 (#9863 → #975) | $88.6M | 210 |
| #6 | Denise Weaver | 594388 | DHI MORTGAGE COMPANY, LTD. | 14622 | Montgomery, AL | ▲ 8686 (#9313 → #627) | $78.3M | 240 |
| #7 | KIONA McGLOTHEN | 1513785 | Los Angeles Police Federal Credit Union | 506268 | Van Nuys, CA | ▲ 8607 (#9688 → #1081) | $26.3M | 203 |
| #8 | Joshua Howard | 1627191 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 8557 (#8752 → #195) | $68.2M | 342 |
| #9 | David Khawshaba | 1845170 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 8518 (#8752 → #234) | $22.3M | 321 |
| #10 | Ryan Sia | 589313 | TD Bank NA | 399800 | Wilmington, DE | ▲ 8441 (#9863 → #1422) | $23.3M | 187 |
| #11 | Erin Weimar | 1491883 | Mattamy Home Funding, LLC | 64022 | Charlotte, NC | ▲ 8423 (#9313 → #890) | $91.0M | 216 |
| #12 | Gregory Iverson | 216923 | Neighborhood Loans, Inc. | 222982 | Saint Louis, MO | ▲ 8225 (#8267 → #42) | $84.4M | 518 |
| #13 | Melissa Figueroa Rivera | 1419188 | GreenState Credit Union | 401238 | Des Moines, IA | ▲ 8203 (#9863 → #1660) | $20.2M | 178 |
| #14 | Nicholas Allegro | 296253 | Movement Mortgage, LLC | 39179 | Glastonbury, CT | ▲ 8182 (#9313 → #1131) | $41.6M | 200 |
| #15 | Phillip Hester | 1107634 | Lennar Mortgage, LLC | 1058 | Irving, TX | ▲ 8048 (#9313 → #1265) | $51.7M | 194 |
| #16 | Murray Weatherley-Sinclair | 1795404 | 21st Mortgage Corporation | 2280 | Knoxville, TN | ▲ 7984 (#9115 → #1131) | $35.6M | 200 |
| #17 | Allison Julian | 1911333 | DHI MORTGAGE COMPANY, LTD. | 14622 | Westerville, OH | ▲ 7957 (#9504 → #1547) | $65.1M | 182 |
| #18 | Jennifer Felix | 463121 | Pacific Service Credit Union | 412534 | Concord, CA | ▲ 7897 (#8929 → #1032) | $26.0M | 206 |
| #19 | Amy Williams | 201083 | DHI MORTGAGE COMPANY, LTD. | 14622 | Tucson, AZ | ▲ 7844 (#9504 → #1660) | $65.5M | 178 |
| #20 | James Rhone | 19001 | Lakeview Loan Servicing, LLC | 391521 | Horsham, PA | ▲ 7740 (#9115 → #1375) | $17.6M | 189 |
| #21 | Wyatt Harmon | 1880465 | General Electric Credit Union | 449875 | Cincinnati, OH | ▲ 7653 (#9863 → #2210) | $10.3M | 162 |
| #22 | Ingrid Williams | 1145862 | Sharon & Crescent United Credit Union | 463186 | Brockton, MA | ▲ 7573 (#9863 → #2290) | $30.0M | 160 |
| #23 | Brenda Bauer | 552930 | Pentagon Federal Credit Union | 401822 | — | ▲ 7563 (#9313 → #1750) | $39.0M | 175 |
| #23 | Joseph Speed | 497845 | Triad Financial Services, Inc. | 1063 | Jacksonville, FL | ▲ 7563 (#9313 → #1750) | $52.0M | 175 |
| #25 | Lindsay Janku | 1644714 | Top Flite Financial, Inc. | 4181 | Richmond Heights, MO | ▲ 7553 (#9688 → #2135) | $35.2M | 164 |
| #26 | Lara Dixon | 1992645 | Velocio Mortgage L.L.C. | 1529234 | San Antonio, TX | ▲ 7538 (#9863 → #2325) | $47.8M | 159 |
| #27 | Jason Schneider | 112607 | Mattamy Home Funding, LLC | 64022 | Maitland, FL | ▲ 7536 (#9115 → #1579) | $69.7M | 181 |
| #28 | Kyle Newquist | 1794314 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | ▲ 7478 (#9688 → #2210) | $35.2M | 162 |
| #29 | Christopher Bowman | 1642121 | PennyMac Loan Services, LLC | 35953 | Moorpark, CA | ▲ 7433 (#9504 → #2071) | $33.1M | 166 |
| #30 | Michelle Phillips | 630344 | Pentagon Federal Credit Union | 401822 | Tysons, VA | ▲ 7421 (#8414 → #993) | $52.9M | 209 |
| #31 | Michael Bull | 450392 | DHI MORTGAGE COMPANY, LTD. | 14622 | Tampa, FL | ▲ 7416 (#9313 → #1897) | $60.3M | 171 |
| #32 | Warren Williams | 2143094 | Pulte Mortgage LLC | 1791 | Bluffton, SC | ▲ 7382 (#8929 → #1547) | $71.3M | 182 |
| #33 | Gregory Lundgren | 23384 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 7382 (#9863 → #2481) | $61.8M | 155 |
| #34 | Jamie O'Neal | 263033 | DHI MORTGAGE COMPANY, LTD. | 14622 | Wayne, PA | ▲ 7327 (#9863 → #2536) | $49.1M | 154 |
| #35 | Stacy Sabin | 1037170 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | ▲ 7290 (#9863 → #2573) | $69.3M | 153 |
| #36 | John Castore | 12727 | Capital One, National Association | 453156 | — | ▲ 7279 (#7392 → #113) | $38.6M | 399 |
| #37 | Adam Kessler | 2067949 | Lennar Mortgage, LLC | 1058 | San Antonio, TX | ▲ 7269 (#8929 → #1660) | $39.5M | 178 |
| #38 | Lorena Estorga | 2140143 | DHI MORTGAGE COMPANY, LTD. | 14622 | San Antonio, TX | ▲ 7264 (#7532 → #268) | $95.2M | 308 |
| #39 | Miriam Fowkes | 518609 | M/I Financial, LLC | 50684 | Lake Mary, FL | ▲ 7254 (#9504 → #2250) | $67.7M | 161 |
| #40 | Karen Funderburk | 486737 | DHI MORTGAGE COMPANY, LTD. | 14622 | Biloxi, MS | ▲ 7166 (#7532 → #366) | $83.1M | 280 |
| #41 | Cassie Hernandez | 540627 | Frost Bank | 431208 | Plano, TX | ▲ 7074 (#9688 → #2614) | $30.9M | 152 |
| #42 | Mazen Awada | 1866656 | Liberty 1 Lending Inc. | 2551187 | Livonia, MI | ▲ 7072 (#7675 → #603) | $73.5M | 242 |
| #43 | Sheri Morgan | 448307 | Lennar Mortgage, LLC | 1058 | Tempe, AZ | ▲ 7071 (#8573 → #1502) | $73.1M | 184 |
| #44 | Danny Kirk | 114674 | DHI MORTGAGE COMPANY, LTD. | 14622 | Fuquay Varina, NC | ▲ 7036 (#7815 → #779) | $79.9M | 225 |
| #45 | Alondra Velasco | 1671480 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | ▲ 7021 (#8102 → #1081) | $41.1M | 203 |
| #46 | Emilio Capitanio | 1687606 | Swift Home Loans, Inc. | 2075228 | — | ▲ 7013 (#8414 → #1401) | $13.5M | 188 |
| #47 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | ▲ 6972 (#9863 → #2891) | $57.5M | 146 |
| #47 | Tracey Christy | 41982 | Fortera Federal Credit Union | 446858 | Clarksville, TN | ▲ 6972 (#9863 → #2891) | $10.2M | 146 |
| #49 | Steven Owens | 1413866 | loanDepot.com, LLC | 174457 | Irvine, CA | ▲ 6948 (#9115 → #2167) | $52.0M | 163 |
| #50 | Dale Kincaid | 2015830 | Guild Mortgage Company LLC | 3274 | — | ▲ 6943 (#8414 → #1471) | $66.8M | 185 |
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. Biggest Climbers by Loan Count — Nationwide (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/national/top-climbers-by-units/2023
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