Retention champions in Oregon in 2024, 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 Trevor Nissen (Guild Mortgage Company LLC, NMLS #487509), Vincent Patrick (CMG Mortgage, Inc., NMLS #406307), and Justin Morris (Guild Mortgage Company LLC, NMLS #515250).
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 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $5.3M | 25 | 65.8% |
| #2 | Vincent Patrick | 406307 | CMG Mortgage, Inc. | 1820 | Clackamas, OR | $7.2M | 18 | 90.0% |
| #3 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.4M | 16 | 69.6% |
| #4 | Sara Keller | 205967 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $3.4M | 15 | 68.2% |
| #4 | SHERRY GRUBB | 136173 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $7.0M | 15 | 93.8% |
| #6 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $8.1M | 14 | 77.8% |
| #6 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $3.7M | 14 | 58.3% |
| #8 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $4.3M | 13 | 33.3% |
| #9 | Eric Newman | 97776 | Planet Home Lending, LLC | 17022 | Irving, TX | $4.5M | 12 | 70.6% |
| #9 | Stephanie Roitstein | 690166 | Sunset Federal Credit Union | 434179 | Portland, OR | $3.1M | 12 | 92.3% |
| #11 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $4.9M | 11 | 57.9% |
| #11 | Michael Bradshaw | 192893 | Pacific NW Federal Credit Union | 421709 | Vancouver, WA | $886K | 11 | 55.0% |
| #11 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $4.9M | 11 | 30.6% |
| #11 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $2.6M | 11 | 68.8% |
| #15 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $2.8M | 9 | 69.2% |
| #15 | Darci Fitzke | 940798 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $3.7M | 9 | 60.0% |
| #15 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Las Vegas, NV | $1.0M | 9 | 52.9% |
| #15 | James Cordes | 2035855 | Guaranteed Rate, Inc. | 2611 | Bend, OR | $6.3M | 9 | 81.8% |
| #19 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $2.1M | 8 | 47.1% |
| #19 | Adam Israel | 1605853 | Fairway Independent Mortgage Corporation | 2289 | Seaside, OR | $2.9M | 8 | 61.5% |
| #19 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $1.2M | 8 | 50.0% |
| #19 | Samantha Lindley | 1210610 | American Pacific Mortgage Corporation | 1850 | Umatilla, OR | $2.1M | 8 | 61.5% |
| #19 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.0M | 8 | 53.3% |
| #19 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $3.5M | 8 | 61.5% |
| #19 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $3.5M | 8 | 80.0% |
| #19 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 8 | 61.5% |
| #27 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $2.4M | 7 | 33.3% |
| #27 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $2.6M | 7 | 41.2% |
| #27 | Chad Jackson | 120985 | LENDWELL MORTGAGE CORP | 2602734 | Portland, OR | $3.7M | 7 | 70.0% |
| #27 | Tabatha Hernandez-Waters | 1442618 | Oregon Community Credit Union | 403502 | Salem, OR | $1.1M | 7 | 53.8% |
| #27 | Melissa Tippey | 1034387 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 7 | 63.6% |
| #27 | Denise Montgomery | 57734 | American Pacific Mortgage Corporation | 1850 | Eugene, OR | $2.9M | 7 | 53.8% |
| #27 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $3.5M | 7 | 22.6% |
| #27 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $3.5M | 7 | 19.4% |
| #27 | Todd Gydesen | 89835 | Vantage Mortgage Group, Inc. | 35986 | Lake Oswego, OR | $3.8M | 7 | 63.6% |
| #36 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $2.0M | 6 | 54.5% |
| #36 | Keely Matteo | 134942 | CrossCountry Mortgage, LLC | 3029 | Vancouver, WA | $1.0M | 6 | 54.5% |
| #36 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $2.4M | 6 | 60.0% |
| #36 | Andrew Leinhos | 745333 | First Technology Federal Credit Union | 466914 | Beaverton, OR | $3.7M | 6 | 54.5% |
| #36 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.1M | 6 | 27.3% |
| #36 | SCOTT HIRSCHHORN | 92295 | SELCO Community Credit Union | 402847 | Springfield, OR | $2.4M | 6 | 46.2% |
| #36 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $2.9M | 6 | 42.9% |
| #36 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $1.8M | 6 | 46.2% |
| #36 | Craig Showalter | 283788 | Mortgage Window Inc | 2485156 | Stayton, OR | $2.2M | 6 | 60.0% |
| #36 | Denise Prothe | 136917 | Guild Mortgage Company LLC | 3274 | Tillamook, OR | $1.7M | 6 | 37.5% |
| #36 | JEFFREY LAENG | 273136 | AVENUE MORTGAGE, INC | 237701 | Monmouth, OR | $1.7M | 6 | 46.2% |
| #36 | Curtis Sandfort | 238739 | GoPrime Mortgage, Inc. | 69551 | Roseburg, OR | $2.4M | 6 | 50.0% |
| #36 | Jennifer Kelly | 129984 | Guild Mortgage Company LLC | 3274 | Lake Oswego, OR | $1.3M | 6 | 60.0% |
| #36 | Rhonda Beck | 1083723 | Residential Mortgage, LLC | 167729 | Vancouver, WA | $1.7M | 6 | 37.5% |
| #36 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $2.5M | 6 | 50.0% |
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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2024
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