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 July 13, 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 | NewRez LLC | 3013 | San Diego, CA | $1.4M | 5 | 41.7% |
| #6 | Brogan Weybright | 238239 | Patriot Mortgage Corporation | 174564 | Cottage Grove, OR | $1.5M | 4 | 33.3% |
| #6 | Justin St Clair | 1416140 | CrossCountry Mortgage, LLC | 3029 | Eugene, OR | $1.3M | 4 | 36.4% |
| #6 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $1.8M | 4 | 25.0% |
| #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% |
| #12 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $1.1M | 3 | 25.0% |
| #12 | Claudia Chapman | 302526 | Advantage Mortgage, Inc. | 1770599 | Canby, OR | $961K | 3 | 25.0% |
| #12 | MARK HANNA | 91462 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $3.3M | 3 | 30.0% |
| #12 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $1.2M | 3 | 20.0% |
| #12 | Kari Rodman | 382340 | SELCO Community Credit Union | 402847 | Springfield, OR | $749K | 3 | 30.0% |
| #12 | Zachary Berger | 1112872 | DHI MORTGAGE COMPANY, LTD. | 14622 | Lake Oswego, OR | $1.3M | 3 | 30.0% |
| #12 | Gregory Cross | 222493 | Golden Empire Mortgage, Inc. | 2427 | Astoria, OR | $843K | 3 | 25.0% |
| #12 | David Kammerer | 283041 | CrossCountry Mortgage, LLC | 3029 | Eugene, OR | $629K | 3 | 27.3% |
| #20 | Michael Newmann | 205706 | CMG Mortgage, Inc. | 1820 | Medford, OR | $285K | 2 | 16.7% |
| #20 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Klamath Falls, OR | $250K | 2 | 13.3% |
| #20 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Vancouver, WA | $1.0M | 2 | 15.4% |
| #20 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $587K | 2 | 9.1% |
| #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 | Mary Tillery | 247550 | Synergy One Lending, Inc. | 1907235 | — | $441K | 2 | 13.3% |
| #20 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $627K | 2 | 13.3% |
| #20 | William Ward | 384123 | NATIONS LENDING CORPORATION | 32416 | Grants Pass, OR | $803K | 2 | 16.7% |
| #20 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $590K | 2 | 14.3% |
| #30 | TRAVIS HOOVER | 118538 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $600K | 1 | 10.0% |
| #30 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $635K | 1 | 9.1% |
| #30 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $225K | 1 | 6.3% |
| #30 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $264K | 1 | 10.0% |
| #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% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2023
Powered by ChatMMI