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 October 11, 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 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $441K | 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 | Todd Johnson | 15361 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $3.2M | 4 | 36.4% |
| #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% |
| #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 | Gregory Cross | 222493 | Aspire Mortgage Advisors LLC | 2617555 | Plano, TX | $843K | 3 | 25.0% |
| #12 | Claudia Chapman | 302526 | Advantage Mortgage, Inc. | 1770599 | Canby, OR | $961K | 3 | 25.0% |
| #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 | Zachary Berger | 1112872 | DHI MORTGAGE COMPANY, LTD. | 14622 | Lake Oswego, OR | $1.3M | 3 | 30.0% |
| #20 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Vancouver, WA | $1.0M | 2 | 15.4% |
| #20 | Dana Orr | 259570 | All Western Mortgage, Inc. | 14210 | Las Vegas, NV | $250K | 2 | 13.3% |
| #20 | Michael Newmann | 205706 | CMG Mortgage, Inc. | 1820 | Medford, OR | $285K | 2 | 16.7% |
| #20 | Michele McCarthy | 828483 | First Technology Federal Credit Union | 466914 | Hillsboro, OR | $406K | 2 | 18.2% |
| #20 | Mary Tillery | 247550 | Synergy One Lending, Inc. | 1907235 | — | $441K | 2 | 13.3% |
| #20 | William Ward | 384123 | NATIONS LENDING CORPORATION | 32416 | Grants Pass, OR | $803K | 2 | 16.7% |
| #20 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $627K | 2 | 13.3% |
| #20 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $587K | 2 | 9.1% |
| #20 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $596K | 2 | 14.3% |
| #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 | 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% |
| #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% |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2023
Powered by ChatMMI