Retention champions in Oregon in 2025, 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 Ladelle White (Guild Mortgage Company LLC, NMLS #372813), James Beard (CrossCountry Mortgage, LLC, NMLS #101846), and Vincent Patrick (CMG Mortgage, Inc., NMLS #406307).
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 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $8.2M | 32 | 74.4% |
| #2 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $9.6M | 30 | 38.5% |
| #3 | Vincent Patrick | 406307 | CMG Mortgage, Inc. | 1820 | Clackamas, OR | $10.9M | 26 | 81.3% |
| #4 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $6.9M | 23 | 69.7% |
| #5 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.0M | 21 | 72.4% |
| #6 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $4.5M | 20 | 69.0% |
| #6 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $5.7M | 20 | 74.1% |
| #8 | Laurance Wisher | 50673 | Union Home Mortgage Corp. | 2229 | Tigard, OR | $8.4M | 17 | 51.5% |
| #8 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $9.3M | 17 | 70.8% |
| #10 | Ryan Arzner | 247157 | CrossCountry Mortgage, LLC | 3029 | McMinnville, OR | $7.6M | 16 | 39.0% |
| #11 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $6.2M | 15 | 60.0% |
| #11 | Stephanie Noble | 129002 | CrossCountry Mortgage, LLC | 3029 | Portland, OR | $8.0M | 15 | 38.5% |
| #11 | Jared Hull | 603442 | Fairway Independent Mortgage Corporation | 2289 | Vancouver, WA | $5.7M | 15 | 75.0% |
| #14 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $7.5M | 14 | 35.9% |
| #14 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $4.9M | 14 | 63.6% |
| #14 | Aaron Callahan | 887764 | Callahan Consulting, Inc. | 2369027 | Bend, OR | $5.9M | 14 | 82.4% |
| #17 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $6.1M | 13 | 65.0% |
| #17 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $3.8M | 13 | 36.1% |
| #17 | Jenny Hu | 1475054 | Plenti Mortgage LLC | 2443107 | Redmond, WA | $7.3M | 13 | 72.2% |
| #17 | Aaron Espadron-Coker | 205716 | CrossCountry Mortgage, LLC | 3029 | Portland, OR | $4.3M | 13 | 61.9% |
| #17 | Michael Bradshaw | 192893 | Pacific NW Federal Credit Union | 421709 | Vancouver, WA | $1.7M | 13 | 76.5% |
| #17 | John Wendel | 901323 | Movement Mortgage, LLC | 39179 | Albany, OR | $5.0M | 13 | 59.1% |
| #17 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $4.8M | 13 | 59.1% |
| #17 | Jordan Keck | 1017341 | Advantage Mortgage, Inc. | 1770599 | Salem, OR | $4.8M | 13 | 54.2% |
| #25 | Larry Patton | 45632 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $5.5M | 12 | 80.0% |
| #25 | DAWN CARTER | 127668 | Guaranteed Rate, Inc. | 2611 | Lake Oswego, OR | $5.9M | 12 | 50.0% |
| #25 | Vince Kingston | 291740 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $5.2M | 12 | 42.9% |
| #25 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $6.0M | 12 | 66.7% |
| #25 | Eric Dunlap | 169062 | Portland Loan Team LLC | 1850040 | Lake Oswego, OR | $6.7M | 12 | 63.2% |
| #25 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.6M | 12 | 42.9% |
| #25 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $5.4M | 12 | 38.7% |
| #32 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $6.0M | 11 | 44.0% |
| #32 | Kyle Henes-VanBergen | 960096 | Success Mortgage Partners, Inc. | 130562 | Tigard, OR | $5.7M | 11 | 64.7% |
| #32 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $6.3M | 11 | 55.0% |
| #32 | Donald Fraker | 2075049 | CrossCountry Mortgage, LLC | 3029 | Bend, OR | $4.7M | 11 | 64.7% |
| #32 | CODI SHULL | 1826098 | CrossCountry Mortgage, LLC | 3029 | Lebanon, OR | $3.6M | 11 | 42.3% |
| #32 | Zhen Li | 201127 | Barrett Financial Group, L.L.C. | 181106 | Camas, WA | $6.3M | 11 | 84.6% |
| #32 | Lea Snyder | 39346 | Summit Mortgage Corporation | 3236 | Portland, OR | $3.5M | 11 | 44.0% |
| #32 | Jessica Steenkolk | 1743610 | CrossCountry Mortgage, LLC | 3029 | Newport, OR | $4.0M | 11 | 64.7% |
| #32 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $6.1M | 11 | 33.3% |
| #41 | Samuel Jurgenson | 1939430 | ALAMEDA MORTGAGE CORPORATION | 271603 | Portland, OR | $4.3M | 10 | 47.6% |
| #41 | Brian McElligott | 501366 | COLUMBIA BANK | 401867 | Albany, OR | $5.3M | 10 | 66.7% |
| #41 | Mark Sue | 2324378 | Promise Home Loans, Inc. | 2372318 | Aliso Viejo, CA | $4.8M | 10 | 100.0% |
| #41 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $5.0M | 10 | 52.6% |
| #41 | Gavin Hamilton | 857506 | Mortgage Express, LLC | 40831 | Portland, OR | $4.6M | 10 | 71.4% |
| #41 | Sean Dunn | 1254960 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $5.0M | 10 | 62.5% |
| #41 | Kenton Powell | 150200 | Guild Mortgage Company LLC | 3274 | Bend, OR | $5.4M | 10 | 66.7% |
| #41 | Mikal Mele | 963197 | Mortgage Express, LLC | 40831 | Portland, OR | $5.0M | 10 | 66.7% |
| #41 | Andrea Zundel | 1621972 | Guild Mortgage Company LLC | 3274 | Phoenix, OR | $3.5M | 10 | 40.0% |
| #41 | Chris Siegfried | 963944 | CMG Mortgage, Inc. | 1820 | Sherwood, OR | $5.8M | 10 | 71.4% |
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 (2025). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2025
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