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 October 11, 2026, the top 3 include Robin Ptak (State Employees' Credit Union, NMLS #2087392), Shelley Murphy (DHI MORTGAGE COMPANY, LTD., NMLS #1399582), and Kimberly Chenoweth (Lennar Mortgage, LLC, NMLS #184912).
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 | ▲ 9518 (#9832 → #314) | $22.3M | 294 |
| #2 | Shelley Murphy | 1399582 | DHI MORTGAGE COMPANY, LTD. | 14622 | Mobile, AL | ▲ 9315 (#9832 → #517) | $78.1M | 254 |
| #2 | Kimberly Chenoweth | 184912 | Lennar Mortgage, LLC | 1058 | Huntsville, AL | ▲ 9315 (#9832 → #517) | $60.6M | 254 |
| #4 | Rachel Shields | 1973819 | Everett Financial, Inc. | 2129 | Dallas, TX | ▲ 9090 (#9832 → #742) | $64.5M | 230 |
| #5 | Terry Downs | 613365 | WEOKIE Federal Credit Union | 442689 | Edmond, OK | ▲ 9064 (#9660 → #596) | $24.2M | 245 |
| #6 | Denise Weaver | 594388 | DHI MORTGAGE COMPANY, LTD. | 14622 | Montgomery, AL | ▲ 8828 (#9465 → #637) | $78.3M | 240 |
| #7 | Joshua Howard | 1627191 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 8708 (#8907 → #199) | $68.2M | 342 |
| #8 | David Khawshaba | 1845170 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 8669 (#8907 → #238) | $22.3M | 321 |
| #9 | KIONA McGLOTHEN | 1513785 | Los Angeles Police Federal Credit Union | 506268 | Van Nuys, CA | ▲ 8564 (#9660 → #1096) | $26.3M | 203 |
| #10 | Nicholas Allegro | 296253 | Movement Mortgage, LLC | 39179 | Glastonbury, CT | ▲ 8317 (#9465 → #1148) | $41.6M | 200 |
| #11 | Erin Weimar | 1491883 | Mattamy Home Funding, LLC | 64022 | Charlotte, NC | ▲ 8267 (#9103 → #836) | $93.4M | 222 |
| #12 | Gregory Iverson | 216923 | Neighborhood Loans, Inc. | 222982 | Saint Louis, MO | ▲ 8202 (#8244 → #42) | $84.6M | 520 |
| #13 | Murray Weatherley-Sinclair | 1795404 | 21st Mortgage Corporation | 2280 | Knoxville, TN | ▲ 8173 (#9287 → #1114) | $35.9M | 202 |
| #14 | Melissa Figueroa Rivera | 1419188 | GreenState Credit Union | 401238 | Des Moines, IA | ▲ 8145 (#9832 → #1687) | $20.2M | 178 |
| #15 | Jennifer Felix | 463121 | Pacific Service Credit Union | 412534 | Concord, CA | ▲ 8099 (#9103 → #1004) | $26.2M | 209 |
| #16 | Allison Julian | 1911333 | DHI MORTGAGE COMPANY, LTD. | 14622 | Westerville, OH | ▲ 8082 (#9660 → #1578) | $65.1M | 182 |
| #17 | Phillip Hester | 1107634 | Lennar Mortgage, LLC | 1058 | Irving, TX | ▲ 7896 (#9103 → #1207) | $52.5M | 197 |
| #18 | James Rhone | 19001 | Lakeview Loan Servicing, LLC | 391521 | Horsham, PA | ▲ 7890 (#9287 → #1397) | $17.6M | 189 |
| #19 | Amy Williams | 201083 | DHI MORTGAGE COMPANY, LTD. | 14622 | Tucson, AZ | ▲ 7786 (#9287 → #1501) | $68.2M | 185 |
| #20 | Joseph Speed | 497845 | Carrington Mortgage Services, LLC | 2600 | Jacksonville, FL | ▲ 7690 (#9465 → #1775) | $52.0M | 175 |
| #20 | Brenda Bauer | 552930 | Pentagon Federal Credit Union | 401822 | — | ▲ 7690 (#9465 → #1775) | $39.0M | 175 |
| #22 | Lindsay Janku | 1644714 | Top Flite Financial, Inc. | 4181 | Richmond Heights, MO | ▲ 7669 (#9832 → #2163) | $35.2M | 164 |
| #23 | Michelle Phillips | 630344 | Pentagon Federal Credit Union | 401822 | Tysons, VA | ▲ 7542 (#8558 → #1016) | $52.6M | 208 |
| #24 | Michael Bull | 450392 | DHI MORTGAGE COMPANY, LTD. | 14622 | Tampa, FL | ▲ 7533 (#9465 → #1932) | $60.3M | 171 |
| #25 | Warren Williams | 2143094 | Pulte Mortgage LLC | 1791 | Bluffton, SC | ▲ 7492 (#9103 → #1611) | $71.0M | 181 |
| #26 | Laura Munoz | 632875 | EAST WEST BANK | 469761 | El Monte, CA | ▲ 7456 (#8399 → #943) | $89.6M | 213 |
| #27 | Kyle Newquist | 1794314 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | ▲ 7426 (#9660 → #2234) | $35.2M | 162 |
| #28 | John Castore | 12727 | Capital One, National Association | 453156 | — | ▲ 7404 (#7518 → #114) | $38.6M | 399 |
| #29 | Christopher Bowman | 1642121 | PennyMac Loan Services, LLC | 35953 | Pasadena, CA | ▲ 7369 (#9465 → #2096) | $33.1M | 166 |
| #30 | Lara Dixon | 1992645 | Velocio Mortgage L.L.C. | 1529234 | San Antonio, TX | ▲ 7356 (#9660 → #2304) | $48.1M | 160 |
| #31 | Miriam Fowkes | 518609 | M/I Financial, LLC | 50684 | Lake Mary, FL | ▲ 7341 (#9465 → #2124) | $69.5M | 165 |
| #32 | Jason Schneider | 112607 | Mattamy Home Funding, LLC | 64022 | Maitland, FL | ▲ 7329 (#8907 → #1578) | $70.2M | 182 |
| #33 | Adam Kessler | 2067949 | Lennar Mortgage, LLC | 1058 | San Antonio, TX | ▲ 7249 (#8907 → #1658) | $39.9M | 179 |
| #34 | Stacy Sabin | 1037170 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | ▲ 7233 (#9832 → #2599) | $69.3M | 153 |
| #34 | Cassie Hernandez | 540627 | Frost Bank | 431208 | Plano, TX | ▲ 7233 (#9832 → #2599) | $31.2M | 153 |
| #36 | Karen Funderburk | 486737 | DHI MORTGAGE COMPANY, LTD. | 14622 | Biloxi, MS | ▲ 7193 (#7518 → #325) | $85.6M | 290 |
| #37 | Emilio Capitanio | 1687606 | Swift Home Loans, Inc. | 2075228 | — | ▲ 7184 (#8558 → #1374) | $13.6M | 190 |
| #38 | Treasa Hall | 1066371 | DHI MORTGAGE COMPANY, LTD. | 14622 | Hoover, AL | ▲ 7167 (#7804 → #637) | $66.9M | 240 |
| #39 | Gregory Lundgren | 23384 | Rocket Mortgage, LLC | 3030 | Detroit, MI | ▲ 7146 (#9660 → #2514) | $61.8M | 155 |
| #40 | Lorena Estorga | 2140143 | DHI MORTGAGE COMPANY, LTD. | 14622 | San Antonio, TX | ▲ 7124 (#7386 → #262) | $96.7M | 313 |
| #41 | Bradley Dusek | 269164 | Harmony Home Lending, LLC | 2128390 | Fort Collins, CO | ▲ 7098 (#9660 → #2562) | $62.5M | 154 |
| #42 | Steven Owens | 1413866 | loanDepot.com, LLC | 174457 | Chandler, AZ | ▲ 7081 (#9103 → #2022) | $53.6M | 168 |
| #43 | Edward Ford | 1771359 | Lakeview Loan Servicing, LLC | 391521 | — | ▲ 7064 (#7670 → #606) | $19.2M | 243 |
| #44 | Danny Kirk | 114674 | DHI MORTGAGE COMPANY, LTD. | 14622 | — | ▲ 7039 (#7804 → #765) | $81.0M | 228 |
| #45 | Dale Kincaid | 2015830 | Guild Mortgage Company LLC | 3274 | — | ▲ 7002 (#8399 → #1397) | $67.7M | 189 |
| #46 | Allison Ballman | 1630464 | EECU | 500516 | Fort Worth, TX | ▲ 7000 (#9832 → #2832) | $16.9M | 148 |
| #47 | Alondra Velasco | 1671480 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | ▲ 6989 (#8085 → #1096) | $41.1M | 203 |
| #48 | Paul Saing | 201339 | DHI MORTGAGE COMPANY, LTD. | 14622 | Lithonia, GA | ▲ 6983 (#9287 → #2304) | $58.9M | 160 |
| #49 | Michael Neville | 264960 | MTH MORTGAGE, LLC | 167881 | Coppell, TX | ▲ 6952 (#9832 → #2880) | $54.1M | 147 |
| #50 | Sheri Morgan | 448307 | Lennar Mortgage, LLC | 1058 | Tempe, AZ | ▲ 6937 (#8399 → #1462) | $74.1M | 186 |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/national/top-climbers-by-units/2023
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