Retention champions in Oregon in 2025, 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 Vincent Patrick (CMG Mortgage, Inc., NMLS #406307), James Beard (CrossCountry Mortgage, LLC, NMLS #101846), and Miles Rusth (Summit Mortgage Corporation, NMLS #84660).
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 | Vincent Patrick | 406307 | CMG Mortgage, Inc. | 1820 | Clackamas, OR | $10.9M | 26 | 81.3% |
| #2 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $9.6M | 30 | 38.5% |
| #3 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $9.3M | 17 | 70.8% |
| #4 | Laurance Wisher | 50673 | Union Home Mortgage Corp. | 2229 | Tigard, OR | $8.4M | 17 | 51.5% |
| #5 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $8.2M | 32 | 74.4% |
| #6 | Stephanie Noble | 129002 | CrossCountry Mortgage, LLC | 3029 | Portland, OR | $8.0M | 15 | 38.5% |
| #7 | Ryan Arzner | 247157 | CrossCountry Mortgage, LLC | 3029 | McMinnville, OR | $7.6M | 16 | 39.0% |
| #8 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $7.5M | 14 | 35.9% |
| #9 | Jenny Hu | 1475054 | Plenti Mortgage LLC | 2443107 | Redmond, WA | $7.3M | 13 | 72.2% |
| #10 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $6.9M | 23 | 69.7% |
| #11 | Michael Maier | 502274 | Advantage Mortgage, Inc. | 1770599 | Portland, OR | $6.8M | 10 | 58.8% |
| #12 | Eric Dunlap | 169062 | Portland Loan Team LLC | 1850040 | Lake Oswego, OR | $6.7M | 12 | 63.2% |
| #13 | Zhen Li | 201127 | Barrett Financial Group, L.L.C. | 181106 | Camas, WA | $6.3M | 11 | 84.6% |
| #14 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $6.3M | 11 | 55.0% |
| #15 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $6.2M | 15 | 60.0% |
| #16 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $6.1M | 13 | 65.0% |
| #17 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $6.1M | 11 | 33.3% |
| #18 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $6.0M | 11 | 44.0% |
| #19 | James Swift | 2060886 | Synergy One Lending, Inc. | 1907235 | Salem, OR | $6.0M | 12 | 66.7% |
| #20 | Aaron Callahan | 887764 | Callahan Consulting, Inc. | 2369027 | Bend, OR | $5.9M | 14 | 82.4% |
| #21 | DAWN CARTER | 127668 | Guaranteed Rate, Inc. | 2611 | Lake Oswego, OR | $5.9M | 12 | 50.0% |
| #22 | Chris Siegfried | 963944 | CMG Mortgage, Inc. | 1820 | Sherwood, OR | $5.8M | 10 | 71.4% |
| #23 | Kyle Henes-VanBergen | 960096 | Success Mortgage Partners, Inc. | 130562 | Tigard, OR | $5.7M | 11 | 64.7% |
| #24 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $5.7M | 20 | 74.1% |
| #25 | Jared Hull | 603442 | Fairway Independent Mortgage Corporation | 2289 | Vancouver, WA | $5.7M | 15 | 75.0% |
| #26 | Aaron Nawrocki | 252668 | Capital M Lending, LLC | 69445 | Lake Oswego, OR | $5.5M | 8 | 27.6% |
| #27 | Larry Patton | 45632 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $5.5M | 12 | 80.0% |
| #28 | Kenton Powell | 150200 | Guild Mortgage Company LLC | 3274 | Bend, OR | $5.4M | 10 | 66.7% |
| #29 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $5.4M | 12 | 38.7% |
| #30 | Brian McElligott | 501366 | COLUMBIA BANK | 401867 | Albany, OR | $5.3M | 10 | 66.7% |
| #31 | Vince Kingston | 291740 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $5.2M | 12 | 42.9% |
| #32 | KEN KONDZIELA | 114998 | NW PREMIER MORTGAGE, INC | 114934 | Portland, OR | $5.1M | 10 | 90.9% |
| #33 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $5.0M | 10 | 52.6% |
| #34 | Mikal Mele | 963197 | Mortgage Express, LLC | 40831 | Portland, OR | $5.0M | 10 | 66.7% |
| #35 | Sean Dunn | 1254960 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $5.0M | 10 | 62.5% |
| #36 | John Wendel | 901323 | Movement Mortgage, LLC | 39179 | Albany, OR | $5.0M | 13 | 59.1% |
| #37 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $4.9M | 14 | 63.6% |
| #38 | Kate Walsh | 285140 | Mortgage Express, LLC | 40831 | West Linn, OR | $4.8M | 8 | 53.3% |
| #39 | Mark Sue | 2324378 | Promise Home Loans, Inc. | 2372318 | Aliso Viejo, CA | $4.8M | 10 | 100.0% |
| #40 | Jordan Keck | 1017341 | Advantage Mortgage, Inc. | 1770599 | Salem, OR | $4.8M | 13 | 54.2% |
| #41 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $4.8M | 13 | 59.1% |
| #42 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.7M | 8 | 26.7% |
| #43 | Donald Fraker | 2075049 | CrossCountry Mortgage, LLC | 3029 | Bend, OR | $4.7M | 11 | 64.7% |
| #44 | Stephen Bowdon | 583034 | Guild Mortgage Company LLC | 3274 | Vancouver, WA | $4.7M | 8 | 40.0% |
| #45 | Justin Kahut | 2391374 | MKS Lending LLC | 1018196 | Mesa, AZ | $4.7M | 10 | 100.0% |
| #46 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.6M | 12 | 42.9% |
| #47 | Gavin Hamilton | 857506 | Mortgage Express, LLC | 40831 | Portland, OR | $4.6M | 10 | 71.4% |
| #48 | Howard Davis | 140514 | Davis Financial, LLC | 952170 | Vancouver, WA | $4.6M | 9 | 75.0% |
| #49 | Julia Felsman | 120831 | Guaranteed Rate, Inc. | 2611 | Portland, OR | $4.6M | 9 | 29.0% |
| #50 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $4.5M | 20 | 69.0% |
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 Volume — Oregon (2025). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-volume/2025
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