Leading rookies in South Carolina in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Danielle Kelley (Lower, LLC, NMLS #2448817), Catherine Hartley (DHI MORTGAGE COMPANY, LTD., NMLS #2240820), and Josue Carias (SRP Federal Credit Union, NMLS #2469572).
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 | 2023 Volume | 2023 Loans | Avg Loan |
|---|---|---|---|---|---|---|---|---|
| #1 | Danielle Kelley | 2448817 | Lower, LLC | 1124061 | Greenville, SC | $17.8M | 77 | $231K |
| #2 | Catherine Hartley | 2240820 | DHI MORTGAGE COMPANY, LTD. | 14622 | — | $14.3M | 54 | $265K |
| #3 | Josue Carias | 2469572 | SRP Federal Credit Union | 612441 | North Augusta, SC | $2.0M | 28 | $70K |
| #3 | Nicholas Sally | 2404259 | Lennar Mortgage, LLC | 1058 | Greenville, SC | $6.1M | 28 | $219K |
| #5 | Beth Valle | 2494819 | HQ Mortgage LLC | 2353363 | — | $6.9M | 22 | $313K |
| #6 | Casey Gowan | 2468213 | SRP Federal Credit Union | 612441 | North Augusta, SC | $2.5M | 20 | $127K |
| #7 | Paul Burrow | 2456926 | South Carolina Federal Credit Union | 411731 | — | $1.2M | 19 | $62K |
| #8 | Brian Gift | 2433609 | NVR Mortgage Finance, Inc. | 1127 | Wilmington, NC | $2.7M | 11 | $244K |
| #9 | Kelly Lewis | 2500173 | Anderson Brothers Bank | 410840 | Myrtle Beach, SC | $1.7M | 10 | $165K |
| #10 | Kaicheng Ning | 2174442 | LaoNing Loan, LLC | 2820513 | Greer, SC | $2.0M | 9 | $221K |
| #11 | Joshua Congdon | 2444135 | Everett Financial, Inc. | 2129 | Columbia, SC | $1.8M | 7 | $259K |
| #11 | Joseph Campo | 1744811 | Sage Home Loans Corporation | 3304 | Fort Mill, SC | $1.6M | 7 | $225K |
| #13 | Joshan Habeeb | 2453453 | The Practical Mortgage Solution LLC | 2465241 | Rock Hill, SC | $2.0M | 6 | $328K |
| #13 | Teresa Dowsett | 2467654 | Nexus Nova LLC | 2082961 | Charlotte, NC | $1.0M | 6 | $174K |
| #13 | Hunter Humphrey | 2462823 | Capital One, National Association | 453156 | — | $738K | 6 | $123K |
| #16 | Jacob Beardsley | 2390346 | United Lending Team, INC | 2273319 | Myrtle Beach, SC | $1.5M | 5 | $298K |
| #16 | Lucy Liu | 2154872 | General Mortgage Capital Corporation | 254895 | Edison, NJ | $1.2M | 5 | $242K |
| #16 | Marcia Williams | 2487811 | First Reliance Bank | 411728 | — | $3.7M | 5 | $741K |
| #16 | Charles Price | 1979986 | Price Mortgage USA, LLC | 2579338 | Hartsville, SC | $758K | 5 | $152K |
| #20 | Tyler Walsh | 2507562 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $1.0M | 4 | $259K |
| #20 | Nicholas Ugolini | 2447895 | Mortgage Research Center, LLC | 1907 | Springfield, MO | $570K | 4 | $142K |
| #20 | Casey Sharpe | 2492210 | Golden Gate Mortgage, Inc. | 263032 | Columbia, SC | $788K | 4 | $197K |
| #20 | Jaylen Shelton | 2462825 | Capital One, National Association | 453156 | — | $218K | 4 | $55K |
| #20 | Ariana Ramirez | 2462821 | Capital One, National Association | 453156 | — | $415K | 4 | $104K |
| #20 | Emily Hall | 2496144 | Innovative Mortgage Alliance LLC | 175407 | — | $910K | 4 | $228K |
| #20 | Marina Chiodini | 2413165 | Mortgage Research Center, LLC | 1907 | — | $1.2M | 4 | $292K |
| #27 | Breanna Borski | 2453747 | The Huntington National Bank | 402436 | Birmingham, MI | $780K | 3 | $260K |
| #27 | Sabrina Owens | 2346633 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $581K | 3 | $194K |
| #27 | Patrick Kashat | 978734 | Swift Home Loans, Inc. | 2075228 | Birmingham, MI | $569K | 3 | $190K |
| #27 | Tyler Borland | 2496353 | Nexus Nova LLC | 2082961 | Charlotte, NC | $532K | 3 | $177K |
| #27 | Marcy Cassidy | 2455329 | Mint Group Mortgage, LLC | 2450421 | — | $1.1M | 3 | $356K |
| #27 | Samantha Williams | 2463858 | Residential Wholesale Mortgage, Inc. | 79445 | Charlotte, NC | $950K | 3 | $317K |
| #27 | Mary Jones | 2503188 | Capital One, National Association | 453156 | — | $365K | 3 | $122K |
| #27 | Joshua Martinez | 2456657 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $810K | 3 | $270K |
| #27 | Spencer Ruegsegger | 1798874 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $748K | 3 | $249K |
| #27 | Alexander Shrum | 2472266 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $836K | 3 | $279K |
| #27 | Clay Bourgeois | 2453749 | ZOOM HOME LENDING LLC | 2620616 | Livonia, MI | $566K | 3 | $189K |
| #27 | Andrey Camargo | 2273663 | Innovative Mortgage Services, Inc. | 250769 | Duncan, SC | $708K | 3 | $236K |
| #27 | Lucas Flanagan | 2471056 | Royal United Mortgage LLC | 13390 | — | $927K | 3 | $309K |
| #27 | Sherrita Green | 2462828 | Discover Bank | 684042 | — | $250K | 3 | $83K |
| #27 | Hayley Bialecki | 2469552 | First Technology Federal Credit Union | 466914 | — | $330K | 3 | $110K |
| #27 | Rena Tilghman | 2462827 | Capital One, National Association | 453156 | — | $290K | 3 | $97K |
| #27 | Jeremy Brady | 2481057 | Affordable Mortgage Advisors, LLC | 139164 | Spartanburg, SC | $813K | 3 | $271K |
| #27 | Elizabeth Ivy | 2453591 | Enterprise Bank of South Carolina | 451793 | Ridgeville, SC | $414K | 3 | $138K |
| #27 | William Mahoney | 2456942 | Fisher Mortgage, LLC | 89907 | Pawleys Island, SC | $496K | 3 | $165K |
| #46 | Kira Grundy | 2453963 | Rocket Mortgage, LLC | 3030 | — | $383K | 2 | $191K |
| #46 | Brandon Sheena | 2423960 | MortgagePros, LLC | 1925352 | Troy, MI | $491K | 2 | $245K |
| #46 | Alisha Evans | 2520390 | Capital One, National Association | 453156 | — | $140K | 2 | $70K |
| #46 | Natalie Helmuth | 2507002 | Mutual of Omaha Mortgage, Inc. | 1025894 | Irvine, CA | $980K | 2 | $490K |
| #46 | Jillian Wofford | 2297132 | Fairway Independent Mortgage Corporation | 2289 | Spartanburg, SC | $335K | 2 | $167K |
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. Leading Rookies by Loan Count — South Carolina (2023). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/south-carolina/top-rookie-by-units/2023
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