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 May 28, 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 | $5.1M | 24 | 64.9% |
| #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 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $8.1M | 14 | 77.8% |
| #7 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $3.4M | 13 | 59.1% |
| #7 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $4.3M | 13 | 33.3% |
| #9 | Eric Newman | 97776 | C2 Financial Corporation | 135622 | San Diego, CA | $4.5M | 12 | 70.6% |
| #10 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $4.9M | 11 | 30.6% |
| #10 | Michael Bradshaw | 192893 | Pacific NW Federal Credit Union | 421709 | Vancouver, WA | $886K | 11 | 55.0% |
| #10 | Stephanie Roitstein | 690166 | Sunset Science Park Federal Credit Union | 434179 | Portland, OR | $2.9M | 11 | 91.7% |
| #10 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $4.9M | 11 | 57.9% |
| #10 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $2.6M | 11 | 68.8% |
| #15 | Darci Fitzke | 940798 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $3.7M | 9 | 60.0% |
| #15 | Dana Orr | 259570 | Mason McDuffie Mortgage Corporation | 1141 | Klamath Falls, OR | $1.0M | 9 | 52.9% |
| #15 | James Cordes | 2035855 | Guaranteed Rate, Inc. | 2611 | Bend, OR | $6.3M | 9 | 81.8% |
| #15 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $2.8M | 9 | 69.2% |
| #19 | Samantha Lindley | 1210610 | American Pacific Mortgage Corporation | 1850 | Umatilla, OR | $2.1M | 8 | 61.5% |
| #19 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $1.2M | 8 | 50.0% |
| #19 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.0M | 8 | 53.3% |
| #19 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $2.1M | 8 | 47.1% |
| #19 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 8 | 61.5% |
| #19 | Adam Israel | 1605853 | Fairway Independent Mortgage Corporation | 2289 | Seaside, OR | $2.9M | 8 | 61.5% |
| #19 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $3.5M | 8 | 80.0% |
| #19 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $3.5M | 8 | 61.5% |
| #27 | Melissa Tippey | 1034387 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 7 | 70.0% |
| #27 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $3.5M | 7 | 19.4% |
| #27 | Tabatha Hernandez-Waters | 1442618 | Oregon Community Credit Union | 403502 | Salem, OR | $1.1M | 7 | 53.8% |
| #27 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $2.6M | 7 | 41.2% |
| #27 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $2.4M | 7 | 33.3% |
| #27 | Denise Montgomery | 57734 | American Pacific Mortgage Corporation | 1850 | Eugene, OR | $2.9M | 7 | 53.8% |
| #27 | Todd Gydesen | 89835 | Vantage Mortgage Group, Inc. | 35986 | Lake Oswego, OR | $3.8M | 7 | 63.6% |
| #27 | Chad Jackson | 120985 | LENDWELL MORTGAGE CORP | 2602734 | Portland, OR | $3.7M | 7 | 70.0% |
| #35 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $2.9M | 6 | 42.9% |
| #35 | JEFFREY LAENG | 273136 | AVENUE MORTGAGE, INC | 237701 | Monmouth, OR | $1.7M | 6 | 46.2% |
| #35 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $2.4M | 6 | 60.0% |
| #35 | SCOTT HIRSCHHORN | 92295 | SELCO Community Credit Union | 402847 | Springfield, OR | $2.4M | 6 | 46.2% |
| #35 | Craig Showalter | 283788 | Mortgage Window Inc | 2485156 | Stayton, OR | $2.2M | 6 | 60.0% |
| #35 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $1.8M | 6 | 46.2% |
| #35 | Rhonda Beck | 1083723 | Residential Mortgage, LLC | 167729 | Vancouver, WA | $1.7M | 6 | 37.5% |
| #35 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $2.5M | 6 | 50.0% |
| #35 | Curtis Sandfort | 238739 | GoPrime Mortgage, Inc. | 69551 | Roseburg, OR | $2.4M | 6 | 50.0% |
| #35 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.1M | 6 | 28.6% |
| #35 | Keely Matteo | 134942 | CrossCountry Mortgage, LLC | 3029 | Vancouver, WA | $1.0M | 6 | 60.0% |
| #35 | Andrew Leinhos | 745333 | First Technology Federal Credit Union | 466914 | Beaverton, OR | $3.7M | 6 | 54.5% |
| #35 | Kristina Hubbard | 45443 | Go Mortgage, LLC | 1018 | Albany, OR | $1.7M | 6 | 50.0% |
| #35 | Denise Prothe | 136917 | Guild Mortgage Company LLC | 3274 | Tillamook, OR | $1.7M | 6 | 37.5% |
| #35 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $2.0M | 6 | 54.5% |
| #35 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $2.9M | 6 | 20.7% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2024
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