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 July 13, 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 | SHERRY GRUBB | 136173 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $7.0M | 15 | 93.8% |
| #4 | Sara Keller | 205967 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $3.4M | 15 | 68.2% |
| #6 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $4.6M | 14 | 35.0% |
| #6 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $3.7M | 14 | 58.3% |
| #6 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $8.1M | 14 | 77.8% |
| #9 | Stephanie Roitstein | 690166 | Sunset Federal Credit Union | 434179 | Portland, OR | $3.1M | 12 | 92.3% |
| #9 | Eric Newman | 97776 | C2 Financial Corporation | 135622 | San Diego, CA | $4.5M | 12 | 70.6% |
| #11 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $2.6M | 11 | 68.8% |
| #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 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $4.9M | 11 | 57.9% |
| #15 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $2.8M | 9 | 69.2% |
| #15 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Klamath Falls, OR | $1.0M | 9 | 52.9% |
| #15 | Darci Fitzke | 940798 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $3.7M | 9 | 60.0% |
| #15 | James Cordes | 2035855 | Guaranteed Rate, Inc. | 2611 | Bend, OR | $6.3M | 9 | 81.8% |
| #19 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $1.2M | 8 | 50.0% |
| #19 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $3.5M | 8 | 61.5% |
| #19 | Samantha Lindley | 1210610 | American Pacific Mortgage Corporation | 1850 | Umatilla, OR | $2.1M | 8 | 61.5% |
| #19 | Adam Israel | 1605853 | Fairway Independent Mortgage Corporation | 2289 | Seaside, OR | $2.9M | 8 | 61.5% |
| #19 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.0M | 8 | 53.3% |
| #19 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 8 | 61.5% |
| #19 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $3.5M | 8 | 80.0% |
| #19 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $2.1M | 8 | 47.1% |
| #27 | Chad Jackson | 120985 | LENDWELL MORTGAGE CORP | 2602734 | Portland, OR | $3.7M | 7 | 70.0% |
| #27 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $2.6M | 7 | 41.2% |
| #27 | Melissa Tippey | 1034387 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 7 | 63.6% |
| #27 | Todd Gydesen | 89835 | Vantage Mortgage Group, Inc. | 35986 | Lake Oswego, OR | $3.8M | 7 | 63.6% |
| #27 | Craig Showalter | 283788 | Mortgage Window Inc | 2485156 | Stayton, OR | $2.6M | 7 | 63.6% |
| #27 | Tabatha Hernandez-Waters | 1442618 | Oregon Community Credit Union | 403502 | Salem, OR | $1.1M | 7 | 53.8% |
| #27 | Denise Montgomery | 57734 | American Pacific Mortgage Corporation | 1850 | Eugene, OR | $2.9M | 7 | 53.8% |
| #27 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $2.4M | 7 | 31.8% |
| #27 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $3.5M | 7 | 19.4% |
| #27 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $3.5M | 7 | 22.6% |
| #37 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $2.4M | 6 | 60.0% |
| #37 | Keely Matteo | 134942 | CrossCountry Mortgage, LLC | 3029 | Vancouver, WA | $1.0M | 6 | 54.5% |
| #37 | Denise Prothe | 136917 | Guild Mortgage Company LLC | 3274 | Tillamook, OR | $1.7M | 6 | 37.5% |
| #37 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $2.0M | 6 | 54.5% |
| #37 | Rhonda Beck | 1083723 | Residential Mortgage, LLC | 167729 | Vancouver, WA | $1.7M | 6 | 37.5% |
| #37 | Curtis Sandfort | 238739 | GoPrime Mortgage, Inc. | 69551 | Roseburg, OR | $2.4M | 6 | 50.0% |
| #37 | JEFFREY LAENG | 273136 | AVENUE MORTGAGE, INC | 237701 | Monmouth, OR | $1.7M | 6 | 46.2% |
| #37 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $2.9M | 6 | 42.9% |
| #37 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $1.8M | 6 | 46.2% |
| #37 | Andrew Leinhos | 745333 | First Technology Federal Credit Union | 466914 | Beaverton, OR | $3.7M | 6 | 54.5% |
| #37 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.1M | 6 | 27.3% |
| #37 | Kristina Hubbard | 45443 | Go Mortgage, LLC | 1018 | Albany, OR | $1.7M | 6 | 50.0% |
| #37 | SCOTT HIRSCHHORN | 92295 | SELCO Community Credit Union | 402847 | Springfield, OR | $2.4M | 6 | 46.2% |
| #37 | 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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2024
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