Top Wholesale Account Executives

Scotsman Guide proudly recognizes the Top Wholesale Account Executives—standout professionals whose dedication and expertise help drive the mortgage industry forward. These AEs are trusted partners to brokers nationwide, delivering the service, support, and insight that fuel successful closings.

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2025 Top Overall Account Executive

Rankings are based on the previous year production numbers.
Search below to filter the list or click on the column headers to sort.

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at Rank # Name Company Name State Total Volume Purchases vs. Refis Closed Loans Yrs in Biz
1 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 1 Chris Calderon Forward Lending Mortgage CA 971,539,803 73% / 27% 1,888
2 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 2 Lori Chrz Newrez LLC OR 554,835,967 86% / 14% 1,390
3 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 3 Katie Plezia TPO Go CT 496,809,140 81% / 19% 916 40
4 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 4 Lisa Marie Toohig CMG Financial TX 479,670,860 85% / 15% 1,058 33
5 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 5 Patti Roach CMG Financial CA 436,370,977 90% / 10% 889 22
6 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 6 Brian Smith CMG Financial CA 432,569,980 91% / 9% 966 20
7 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 7 Allen Wayne Samuel Forward Lending Mortgage CA 401,261,291 69% / 31% 961
8 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 8 Tim Verinder V.I.P Mortgage, Inc. AZ 388,783,659 82% / 18% 990 28
9 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 9 Megan Dahl Newrez LLC MN 371,051,215 84% / 16% 976
10 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 10 Diego Chavez Forward Lending Mortgage CA 367,089,304 80% / 20% 793
11 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 11 Ian Potter CMG Financial CA 353,429,556 73% / 27% 715 24
12 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 12 Meghan Gunn CMG Financial CA 350,564,906 88% / 12% 775 10
13 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 13 Jason Twiford Orion Lending CA 339,967,935 84% / 16% 803 32
14 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 14 Donald Miller Paramount Residential Mortgage Group TX 298,522,996 77% / 23% 777 17
15 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 15 Adam Crone Paramount Residential Mortgage Group CA 292,770,757 82% / 18% 659 7
16 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 16 Sherry Boucher Newrez LLC CT 285,009,118 87% / 13% 623
17 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 17 Kevin Carver Newrez LLC AZ 277,375,675 90% / 10% 479
18 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 18 Ryan Leon Newrez LLC VA 261,927,858 88% / 12% 691
19 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 19 Amanda Schmidt Newrez LLC CA 261,780,609 65% / 35% 400
20 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 20 Libby Shambeau Newrez LLC AZ 259,522,093 73% / 27% 615
21 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 21 Charles Ryan Paramount Residential Mortgage Group FL 248,473,110 89% / 11% 561 3
22 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 22 Cory Przelicki Paramount Residential Mortgage Group FL 243,608,804 90% / 10% 590 15
23 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 23 Freddy Almengor Emporium TPO NJ 241,344,679 40% / 60% 440 20
24 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 24 Alice Cordova Paramount Residential Mortgage Group AZ 237,297,038 86% / 14% 650 11
25 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 25 Marisol Delgado Paramount Residential Mortgage Group FL 233,277,267 94% / 6% 540 11
26 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 26 Ryan Goldsmith Paramount Residential Mortgage Group NJ 228,225,682 87% / 13% 506 12
27 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 27 Nima Fariman Change Wholesale CA 220,744,644 59% / 41% 239
28 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 28 Naz Mehdizadeh Change Wholesale CA 218,377,390 66% / 34% 351
29 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 29 Michelle Rizzo Emporium TPO CA 203,043,327 58% / 42% 229 29
30 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 30 Chris Mobasser Change Wholesale CA 194,927,374 45% / 55% 295
31 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 31 Stacy Brian Forward Lending Mortgage CA 194,354,785 96%/4% 384
32 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 32 Andrew Chung Paramount Residential Mortgage Group CA 193,626,802 68% / 32% 358 3
33 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 33 Angie Chadwick Newrez LLC TX 191,154,377 86% / 14% 583
34 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 34 Robert Kuzemka Newrez LLC Mi 183,019,199 73% / 27% 547
35 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 35 Jordan Shack Paramount Residential Mortgage Group AZ 181,186,361 89% / 11% 481 8
36 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 36 Maureen Reynosa Newrez LLC CA 179,648,345 67% / 33% 332
37 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 37 Eric Hannahs Paramount Residential Mortgage Group CA 178,126,859 89% / 11% 346 2
38 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 38 Lynn Collins Paramount Residential Mortgage Group CA 176,748,826 94% / 6% 403 3
39 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 39 Tanvir Karim Change Wholesale CA 175,816,917 54% / 46% 246
40 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 40 Robert Germano Paramount Residential Mortgage Group NJ 171,049,415 84% / 16% 436 6
41 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 41 Barbara Guarino TPO Go CT 170,526,488 86% / 14% 325 35
42 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 42 Kevin Benson FBC Mortgage, LLC FL 160,536,285 90% / 10% 668 20
43 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 43 Tim Hamlin Emporium TPO TX 154,770,969 34% / 66% 552 16
44 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 44 Ryan Holford CMG Financial CA 153,787,495 77% / 23% 270 25
45 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 45 Mark Palmer Newrez LLC NY 150,940,200 86% / 14% 319
46 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 46 Buddy Henn Newrez LLC IN 145,656,456 88% / 12% 698
47 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 47 Shane Colson FundLoans CA 145,100,533 36% / 64% 167 8
48 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 48 Lisa Sarcia Newrez LLC NH 143,656,628 84% / 16% 333
49 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 49 Robert Costa Paramount Residential Mortgage Group AZ 143,059,109 81% / 19% 401 10
50 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 50 Sean Colvin Newrez LLC FL 141,963,550 77% / 23% 359
51 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 51 J. Scott De Long Paramount Residential Mortgage Group CA 140,082,533 91% / 9% 304 6
52 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 52 Daniel McCabe Newrez LLC MD 139,339,032 83% / 17% 338
53 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 53 Kyle Steen Newrez LLC WI 137,973,053 88% / 12% 406
54 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 54 Michael Miller Paramount Residential Mortgage Group CO 137,908,545 84% / 16% 395 8
55 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 55 Wendy Flynn Newrez LLC CA 134,309,671 83% / 17% 263
56 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 56 James Keener Newrez LLC FL 132,095,018 89% / 11% 383
57 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 57 Joseph Spangenberg Paramount Residential Mortgage Group AZ 126,591,061 79% / 21% 305 17
58 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 58 Omar Khan Newrez LLC FL 121,642,457 88% / 12% 284
59 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 59 Karson Ayres Foundation Mortgage Corp. FL 120,210,433 32% / 68% 188 4
60 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 60 Gus Crivelli Paramount Residential Mortgage Group NJ 120,036,998 85% / 15% 263 4
61 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 61 Mitchell Dempster FundLoans CA 119,904,323 29% / 71% 141 3
62 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 62 Dawn Landry Newrez LLC LA 118,855,235 87% / 13% 499
63 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 63 Mike Czartoryski Change Wholesale CA 117,237,567 59% / 41% 264
64 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 64 Russell Rothstein Change Wholesale CA 116,335,628 69% / 31% 268
65 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 65 Eric Wynne Newrez LLC AZ 115,887,214 75% / 25% 247
66 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 66 James Martin Paramount Residential Mortgage Group CA 115,832,104 74% / 26% 274 17
67 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 67 William Allen Paramount Residential Mortgage Group CA 115,616,262 94% / 6% 219 4
68 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 68 Joe Houk Paramount Residential Mortgage Group IL 113,635,162 84% / 16% 402 7
69 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 69 Jin Pak-McDaniel Paramount Residential Mortgage Group CA 112,240,040 89% / 11% 267 6
70 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 70 Scott Alfstad Paramount Residential Mortgage Group CA 109,188,376 90% / 10% 285 4
71 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 71 Jason York OVAL Mortgage NC 105,994,204 92% / 8% 263 19
72 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 72 Steven Gray-Haro Newrez LLC MI 105,534,803 89% / 11% 311
73 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 73 Mike Leusner Change Wholesale CA 105,085,493 66% / 34% 263
74 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 74 Ernest Terry Paramount Residential Mortgage Group CA 103,906,392 83% / 17% 256 7
75 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 75 Joshua Louka Foundation Mortgage Corp. FL 103,256,132 52% / 48% 100 7
76 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 76 Caryn Rogers Newrez LLC FL 102,992,356 84% / 16% 281
77 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 77 Austen Richards Newrez LLC UT 101,907,675 78% / 22% 214
78 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 78 John Heer Newrez LLC OH 101,704,092 87% / 13% 368
79 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 79 Kevin Mcallister Paramount Residential Mortgage Group CA 98,687,729 85% / 15% 244 8
80 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 80 Kevan Baker Newrez LLC KY 98,523,412 92% / 8% 397
81 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 81 Paul Rusnack Jr Paramount Residential Mortgage Group CA 96,459,131 83% / 17% 264 3
82 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 82 Kirstin Peluso Newrez LLC MA 96,405,117 82% / 18% 233
83 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 83 Chris Leone Emporium TPO AZ 95,316,693 54% / 46% 247 20
84 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 84 Ari Zaimi Newrez LLC MI 95,235,605 84% / 16% 265
85 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 85 John Petanceski Paramount Residential Mortgage Group FL 92,969,478 86% / 14% 245 3
86 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 86 Shannon Reedy Orion Lending CA 90,111,455 75% / 25% 243 26
87 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 87 Natalie Biegalski Newrez LLC PA 89,939,940 92% / 8% 259
88 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 88 Brandon Hickam Emporium TPO NY 87,132,556 41% / 59% 201 26
89 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 89 Matthew Puffer Paramount Residential Mortgage Group CA 85,384,726 92% / 8% 263 7
90 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 90 Jeanne Bekas Paramount Residential Mortgage Group CA 82,202,506 91% / 9% 260 6
91 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 91 Lorrie White Newrez LLC NC 80,231,300 90% / 10% 280
92 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 92 Timothy Wilson Paramount Residential Mortgage Group FL 79,130,197 82% / 18% 229 11
93 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 93 Tyrus Bowman Paramount Residential Mortgage Group TX 76,474,301 78% / 22% 260 4
94 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 94 David Mazzucco Newrez LLC TX 74,222,074 87% / 13% 263
95 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 95 Patrick Kilian Newrez LLC NY 57,627,774 89% / 11% 282
96 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 96 Jeff Laughlin Newrez LLC PA 53,484,409 84% / 16% 209
97 harteone 29/05/2025 03:36 PM harteone 29/05/2025 03:36 PM 97 Lisa DeGeorge-Nix Newrez LLC OK 52,177,665 81% / 19% 216
Rank # Name Company Name State Total Volume Purchases vs. Refis Closed Loans Yrs in Biz

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