Leading rookies in South Carolina in 2023, 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 Danielle Kelley (NVR Mortgage Finance, Inc., NMLS #2448817), Catherine Hartley (DHI MORTGAGE COMPANY, LTD., NMLS #2240820), and Beth Valle (HQ Mortgage LLC, NMLS #2494819).
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 | NVR Mortgage Finance, Inc. | 1127 | Greenville, SC | $17.2M | 74 | $232K |
| #2 | Catherine Hartley | 2240820 | DHI MORTGAGE COMPANY, LTD. | 14622 | — | $14.3M | 54 | $265K |
| #3 | Beth Valle | 2494819 | HQ Mortgage LLC | 2353363 | — | $6.8M | 21 | $322K |
| #4 | Nicholas Sally | 2404259 | Lennar Mortgage, LLC | 1058 | Greenville, SC | $6.1M | 28 | $219K |
| #5 | Marcia Williams | 2487811 | First Reliance Bank | 411728 | — | $3.7M | 5 | $741K |
| #6 | Brian Gift | 2433609 | NVR Mortgage Finance, Inc. | 1127 | Wilmington, NC | $2.7M | 11 | $244K |
| #7 | Casey Gowan | 2468213 | SRP Federal Credit Union | 612441 | North Augusta, SC | $2.5M | 20 | $127K |
| #8 | Kaicheng Ning | 2174442 | LaoNing Loan, LLC | 2820513 | Greer, SC | $2.0M | 9 | $221K |
| #9 | Josue Carias | 2469572 | SRP Federal Credit Union | 612441 | North Augusta, SC | $2.0M | 28 | $70K |
| #10 | Joshan Habeeb | 2453453 | The Practical Mortgage Solution LLC | 2465241 | Rock Hill, SC | $2.0M | 6 | $328K |
| #11 | Joshua Congdon | 2444135 | Integrity Home Mortgage Corporation | 208516 | Columbia, SC | $1.8M | 7 | $259K |
| #12 | Kelly Lewis | 2500173 | Anderson Brothers Bank | 410840 | Myrtle Beach, SC | $1.7M | 10 | $165K |
| #13 | Joseph Campo | 1744811 | Sage Home Loans Corporation | 3304 | Fort Mill, SC | $1.6M | 7 | $225K |
| #14 | Jacob Beardsley | 2390346 | United Lending Team, INC | 2273319 | Troy, MI | $1.5M | 5 | $298K |
| #15 | Lucy Liu | 2154872 | General Mortgage Capital Corporation | 254895 | Edison, NJ | $1.2M | 5 | $242K |
| #16 | Paul Burrow | 2456926 | South Carolina Federal Credit Union | 411731 | — | $1.2M | 19 | $62K |
| #17 | Marina Chiodini | 2413165 | Mortgage Research Center, LLC | 1907 | — | $1.2M | 4 | $292K |
| #18 | Marcy Cassidy | 2455329 | Mint Group Mortgage, LLC | 2450421 | — | $1.1M | 3 | $356K |
| #19 | Teresa Dowsett | 2467654 | Nexus Nova LLC | 2082961 | Charlotte, NC | $1.0M | 6 | $174K |
| #20 | Tyler Walsh | 2507562 | Amerisave Mortgage Corporation | 1168 | Sandy Springs, GA | $1.0M | 4 | $259K |
| #21 | Natalie Helmuth | 2507002 | Mutual of Omaha Mortgage, Inc. | 1025894 | Irvine, CA | $980K | 2 | $490K |
| #22 | Samantha Williams | 2463858 | Residential Wholesale Mortgage, Inc. | 79445 | Charlotte, NC | $950K | 3 | $317K |
| #23 | Noel Chapman | 8953 | HomeBridge Financial Services, Inc. | 6521 | Iselin, NJ | $948K | 2 | $474K |
| #24 | Lucas Flanagan | 2471056 | Royal United Mortgage LLC | 13390 | — | $927K | 3 | $309K |
| #25 | Emily Hall | 2496144 | Innovative Mortgage Alliance LLC | 175407 | — | $910K | 4 | $228K |
| #26 | Donovan Heatherly | 2507559 | Amerisave Mortgage Corporation | 1168 | — | $878K | 2 | $439K |
| #27 | Alexander Shrum | 2472266 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $836K | 3 | $279K |
| #28 | Jeremy Brady | 2481057 | Affordable Mortgage Advisors, LLC | 139164 | Spartanburg, SC | $813K | 3 | $271K |
| #29 | Joshua Martinez | 2456657 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $810K | 3 | $270K |
| #30 | Casey Sharpe | 2492210 | Golden Gate Mortgage, Inc. | 263032 | Columbia, SC | $788K | 4 | $197K |
| #31 | Breanna Borski | 2453747 | The Huntington National Bank | 402436 | Birmingham, MI | $780K | 3 | $260K |
| #32 | Claire Shepherd | 2463667 | Navy Federal Credit Union | 399807 | — | $767K | 1 | $767K |
| #33 | Charles Price | 1979986 | Price Mortgage USA, LLC | 2579338 | Hartsville, SC | $758K | 5 | $152K |
| #34 | Kaelyn Darley | 2444171 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $750K | 2 | $375K |
| #35 | Spencer Ruegsegger | 1798874 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $748K | 3 | $249K |
| #36 | Hunter Humphrey | 2462823 | Capital One, National Association | 453156 | — | $738K | 6 | $123K |
| #37 | Robert Lane | 2482781 | First Technology Federal Credit Union | 466914 | — | $724K | 2 | $362K |
| #38 | Jessica Evans | 2456832 | Atlantic Coast Mortgage, LLC | 643114 | Kitty Hawk, NC | $720K | 1 | $720K |
| #39 | Andrey Camargo | 2273663 | Innovative Mortgage Services, Inc. | 250769 | Duncan, SC | $708K | 3 | $236K |
| #40 | Joshua Senter | 2439398 | Guaranteed Rate, Inc. | 2611 | Kings Mountain, NC | $635K | 2 | $317K |
| #41 | Zarinah Muhammad | 2007781 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $624K | 2 | $312K |
| #42 | Dylan Bachi | 1888856 | USA MORTGAGE PLAN, LLC | 2758507 | Troy, MI | $612K | 2 | $306K |
| #43 | Willy Petiote | 1896169 | Barrett Financial Group, L.L.C. | 181106 | — | $604K | 2 | $302K |
| #44 | Brooke Bennett | 81346 | Advanced Mortgage Group LLC | 2482589 | Charleston, SC | $597K | 2 | $298K |
| #45 | Sabrina Owens | 2346633 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $581K | 3 | $194K |
| #46 | Nicholas Ugolini | 2447895 | Mortgage Research Center, LLC | 1907 | Springfield, MO | $570K | 4 | $142K |
| #47 | Patrick Kashat | 978734 | Swift Home Loans, Inc. | 2075228 | Birmingham, MI | $569K | 3 | $190K |
| #48 | Amber Warju | 2463671 | Rocket Mortgage, LLC | 3030 | — | $568K | 2 | $284K |
| #49 | Clay Bourgeois | 2453749 | ZOOM HOME LENDING LLC | 2620616 | Livonia, MI | $566K | 3 | $189K |
| #50 | Katherine Hoofnagle | 2501400 | Loan Pronto, Inc. | 1661781 | — | $545K | 1 | $545K |
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 Volume — South Carolina (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/south-carolina/top-rookie-by-volume/2023
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