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 May 28, 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 | Sharon Swanson | 508447 | NewRez LLC | 3013 | Klamath Falls, OR | $1.4M | 5 | 41.7% |
| #4 | Jennifer Vessey | 476824 | OnPoint Community Credit Union | 462268 | — | $989K | 5 | 38.5% |
| #6 | Venessa Eck | 140124 | PrimeLending, A PlainsCapital Company | 13649 | Lake Oswego, OR | $1.7M | 4 | 21.1% |
| #6 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $1.8M | 4 | 25.0% |
| #6 | Justin St Clair | 1416140 | CrossCountry Mortgage, LLC | 3029 | Lacey, WA | $1.3M | 4 | 36.4% |
| #6 | Brogan Weybright | 238239 | Patriot Mortgage Corporation | 174564 | Cottage Grove, OR | $1.5M | 4 | 33.3% |
| #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 | Claudia Chapman | 302526 | Advantage Mortgage, Inc. | 1770599 | Canby, OR | $961K | 3 | 27.3% |
| #12 | David Kammerer | 283041 | CrossCountry Mortgage, LLC | 3029 | Lacey, WA | $629K | 3 | 27.3% |
| #12 | Gregory Cross | 222493 | Golden Empire Mortgage, Inc. | 2427 | Astoria, OR | $843K | 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 | MARK HANNA | 91462 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $3.3M | 3 | 30.0% |
| #19 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Klamath Falls, OR | $250K | 2 | 13.3% |
| #19 | Mary Tillery | 247550 | Synergy One Lending, Inc. | 1907235 | — | $441K | 2 | 13.3% |
| #19 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $590K | 2 | 14.3% |
| #19 | Michele McCarthy | 828483 | First Technology Federal Credit Union | 466914 | Hillsboro, OR | $406K | 2 | 18.2% |
| #19 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $587K | 2 | 9.1% |
| #19 | William Ward | 384123 | NATIONS LENDING CORPORATION | 32416 | Grants Pass, OR | $803K | 2 | 16.7% |
| #19 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $596K | 2 | 14.3% |
| #19 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Portland, OR | $1.0M | 2 | 15.4% |
| #19 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $627K | 2 | 13.3% |
| #28 | Nicholas Carter | 200547 | Directors Mortgage, Inc. | 3240 | Eugene, OR | $546K | 1 | 10.0% |
| #28 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $281K | 1 | 4.5% |
| #28 | TRAVIS HOOVER | 118538 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $600K | 1 | 10.0% |
| #28 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $225K | 1 | 6.7% |
| #28 | Raul Marquez | 1289570 | KeyBank National Association | 399797 | — | $30K | 1 | 7.7% |
| #28 | Michael Newmann | 205706 | CMG Mortgage, Inc. | 1820 | Medford, OR | $60K | 1 | 9.1% |
| #28 | 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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2023
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