Retention champions in Oregon in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Miles Rusth (Summit Mortgage Corporation, NMLS #84660), McKenzie Wilson (Wauna Federal Credit Union, NMLS #1151456), and Trevor Nissen (Guild Mortgage Company LLC, NMLS #487509).
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 | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $8.0M | 16 | 80.0% |
| #2 | McKenzie Wilson | 1151456 | Wauna Federal Credit Union | 421867 | — | $1.2M | 11 | 68.8% |
| #3 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $1.0M | 7 | 41.2% |
| #4 | Jennifer Vessey | 476824 | OnPoint Community Credit Union | 462268 | — | $1.2M | 6 | 42.9% |
| #5 | Sharon Swanson | 508447 | Synergy One Lending, Inc. | 1907235 | Klamath Falls, OR | $1.4M | 5 | 41.7% |
| #6 | Justin St Clair | 1416140 | CrossCountry Mortgage, LLC | 3029 | Eugene, OR | $1.3M | 4 | 36.4% |
| #6 | Brogan Weybright | 238239 | Patriot Mortgage Corporation | 174564 | Cottage Grove, OR | $1.5M | 4 | 33.3% |
| #6 | Venessa Eck | 140124 | PrimeLending, A PlainsCapital Company | 13649 | Lake Oswego, OR | $1.7M | 4 | 20.0% |
| #6 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $441K | 4 | 36.4% |
| #6 | Todd Johnson | 15361 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $3.2M | 4 | 36.4% |
| #6 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $1.8M | 4 | 25.0% |
| #12 | MARK HANNA | 91462 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $3.3M | 3 | 30.0% |
| #12 | David Kammerer | 283041 | CrossCountry Mortgage, LLC | 3029 | Eugene, OR | $629K | 3 | 27.3% |
| #12 | Claudia Chapman | 302526 | Advantage Mortgage, Inc. | 1770599 | Canby, OR | $961K | 3 | 25.0% |
| #12 | Zachary Berger | 1112872 | DHI MORTGAGE COMPANY, LTD. | 14622 | Lake Oswego, OR | $1.3M | 3 | 30.0% |
| #12 | Kari Rodman | 382340 | SELCO Community Credit Union | 402847 | Springfield, OR | $749K | 3 | 30.0% |
| #12 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $1.2M | 3 | 20.0% |
| #12 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $1.1M | 3 | 25.0% |
| #12 | Gregory Cross | 222493 | Aspire Mortgage Advisors LLC | 2617555 | Plano, TX | $843K | 3 | 25.0% |
| #20 | Mary Tillery | 247550 | Synergy One Lending, Inc. | 1907235 | — | $441K | 2 | 13.3% |
| #20 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Vancouver, WA | $1.0M | 2 | 15.4% |
| #20 | Michael Newmann | 205706 | CMG Mortgage, Inc. | 1820 | Medford, OR | $285K | 2 | 16.7% |
| #20 | William Ward | 384123 | NATIONS LENDING CORPORATION | 32416 | Grants Pass, OR | $803K | 2 | 16.7% |
| #20 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Las Vegas, NV | $250K | 2 | 13.3% |
| #20 | Michele McCarthy | 828483 | First Technology Federal Credit Union | 466914 | Hillsboro, OR | $406K | 2 | 18.2% |
| #20 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $596K | 2 | 14.3% |
| #20 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $587K | 2 | 9.1% |
| #20 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $590K | 2 | 14.3% |
| #20 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $627K | 2 | 13.3% |
| #30 | Nicholas Carter | 200547 | Directors Mortgage, Inc. | 3240 | Eugene, OR | $546K | 1 | 10.0% |
| #30 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $281K | 1 | 4.3% |
| #30 | Raul Marquez | 1289570 | KeyBank National Association | 399797 | — | $30K | 1 | 7.7% |
| #30 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $264K | 1 | 10.0% |
| #30 | TRAVIS HOOVER | 118538 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $600K | 1 | 10.0% |
| #30 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $225K | 1 | 6.3% |
| #30 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $635K | 1 | 9.1% |
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. Retention Champions by Loan Count — Oregon (2023). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2023
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