Retention champions in Oregon in 2024, ranked by total volume. 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), Vincent Patrick (CMG Mortgage, Inc., NMLS #406307), and SHERRY GRUBB (Directors Mortgage, Inc., NMLS #136173).
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 | $8.1M | 14 | 77.8% |
| #2 | Vincent Patrick | 406307 | CMG Mortgage, Inc. | 1820 | Clackamas, OR | $7.2M | 18 | 90.0% |
| #3 | SHERRY GRUBB | 136173 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $7.0M | 15 | 93.8% |
| #4 | James Cordes | 2035855 | Guaranteed Rate, Inc. | 2611 | Bend, OR | $6.3M | 9 | 81.8% |
| #5 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $5.1M | 24 | 64.9% |
| #6 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $4.9M | 11 | 57.9% |
| #7 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $4.9M | 11 | 30.6% |
| #8 | Eric Newman | 97776 | C2 Financial Corporation | 135622 | San Diego, CA | $4.5M | 12 | 70.6% |
| #9 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.4M | 16 | 69.6% |
| #10 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $4.3M | 13 | 33.3% |
| #11 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.0M | 8 | 53.3% |
| #12 | Todd Gydesen | 89835 | Vantage Mortgage Group, Inc. | 35986 | Lake Oswego, OR | $3.8M | 7 | 63.6% |
| #13 | Andrew Leinhos | 745333 | First Technology Federal Credit Union | 466914 | Beaverton, OR | $3.7M | 6 | 54.5% |
| #14 | Darci Fitzke | 940798 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $3.7M | 9 | 60.0% |
| #15 | Chad Jackson | 120985 | LENDWELL MORTGAGE CORP | 2602734 | Portland, OR | $3.7M | 7 | 70.0% |
| #16 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $3.5M | 8 | 80.0% |
| #17 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $3.5M | 7 | 19.4% |
| #18 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $3.5M | 8 | 61.5% |
| #19 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $3.4M | 13 | 59.1% |
| #20 | Sara Keller | 205967 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $3.4M | 15 | 68.2% |
| #21 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $2.9M | 6 | 20.7% |
| #22 | Stephanie Roitstein | 690166 | Sunset Science Park Federal Credit Union | 434179 | Portland, OR | $2.9M | 11 | 91.7% |
| #23 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $2.9M | 6 | 42.9% |
| #24 | Adam Israel | 1605853 | Fairway Independent Mortgage Corporation | 2289 | Seaside, OR | $2.9M | 8 | 61.5% |
| #25 | Denise Montgomery | 57734 | American Pacific Mortgage Corporation | 1850 | Eugene, OR | $2.9M | 7 | 53.8% |
| #26 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $2.8M | 9 | 69.2% |
| #27 | Todd Johnson | 15361 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.6M | 5 | 41.7% |
| #28 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $2.6M | 11 | 68.8% |
| #29 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $2.6M | 7 | 41.2% |
| #30 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Portland, OR | $2.5M | 4 | 26.7% |
| #31 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $2.5M | 6 | 50.0% |
| #32 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $2.4M | 6 | 60.0% |
| #33 | Curtis Sandfort | 238739 | GoPrime Mortgage, Inc. | 69551 | Roseburg, OR | $2.4M | 6 | 50.0% |
| #34 | SCOTT HIRSCHHORN | 92295 | SELCO Community Credit Union | 402847 | Springfield, OR | $2.4M | 6 | 46.2% |
| #35 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $2.4M | 7 | 33.3% |
| #36 | Linda Ferrell | 250559 | CMG Mortgage, Inc. | 1820 | Naples, FL | $2.3M | 5 | 45.5% |
| #37 | Levi Paddock | 438278 | Secure Choice Lending | 1689518 | Eugene, OR | $2.3M | 5 | 41.7% |
| #38 | Craig Showalter | 283788 | Mortgage Window Inc | 2485156 | Stayton, OR | $2.2M | 6 | 60.0% |
| #39 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 8 | 61.5% |
| #40 | Melissa Tippey | 1034387 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 7 | 70.0% |
| #41 | Stacy Sabin | 1037170 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $2.2M | 4 | 40.0% |
| #42 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $2.1M | 8 | 47.1% |
| #43 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.1M | 6 | 28.6% |
| #44 | Samantha Lindley | 1210610 | American Pacific Mortgage Corporation | 1850 | Umatilla, OR | $2.1M | 8 | 61.5% |
| #45 | David Blackmon | 1017565 | Lumen Mortgage Corporation | 1498678 | Eugene, OR | $2.1M | 5 | 50.0% |
| #46 | Mark Ruhl | 105591 | Mortgage Express, LLC | 40831 | Portland, OR | $2.0M | 4 | 40.0% |
| #47 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $2.0M | 6 | 54.5% |
| #48 | SHEILA EISERT | 113678 | Cascade Northern Mortgage Inc | 106650 | Sandy, OR | $2.0M | 4 | 30.8% |
| #49 | Jordan McNack | 1682362 | Mortgage Express, LLC | 40831 | Vancouver, WA | $1.9M | 5 | 38.5% |
| #50 | Samuel Williams | 408639 | NewRez LLC | 3013 | Albany, OR | $1.9M | 5 | 45.5% |
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 Volume — Oregon (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-volume/2024
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