Retention champions in Connecticut in 2022, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Diane Dumond (Connecticut State Employees Credit Union, NMLS #1597114), William Hart (Newtown Savings Bank, NMLS #452754), and Jarret Coleman (U.S. Bank National Association, NMLS #67530).
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 | Diane Dumond | 1597114 | Connecticut State Employees Credit Union | 695872 | — | $7.0M | 48 | 72.7% |
| #2 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $6.5M | 34 | 56.7% |
| #3 | Jarret Coleman | 67530 | U.S. Bank National Association | 402761 | Greenwich, CT | $24.6M | 19 | 26.0% |
| #4 | Michael Mish | 71871 | CalCon Mutual Mortgage LLC | 46375 | Canterbury, CT | $1.8M | 12 | 42.9% |
| #4 | Diane Dornfried | 61461 | Ion Bank | 641488 | — | $1.7M | 12 | 75.0% |
| #4 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $1.0M | 12 | 60.0% |
| #7 | Lisa Legler | 691148 | Jewett City Savings Bank | 596055 | — | $1.6M | 11 | 78.6% |
| #7 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.7M | 11 | 33.3% |
| #7 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.3M | 11 | 40.7% |
| #10 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $850K | 10 | 40.0% |
| #10 | Jacob Rosenstein | 878714 | Northwest Community Bank | 510148 | Winsted, CT | $2.9M | 10 | 62.5% |
| #10 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $1.5M | 10 | 55.6% |
| #10 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 10 | 55.6% |
| #10 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $1.2M | 10 | 38.5% |
| #15 | Christopher Mastroni | 741547 | Northwest Hills Credit Union | 1047014 | Torrington, CT | $877K | 9 | 42.9% |
| #15 | Amanda Heibel | 1733927 | Jewett City Savings Bank | 596055 | — | $1.3M | 9 | 75.0% |
| #17 | Kelly Meuser | 63848 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 8 | 53.3% |
| #17 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $889K | 8 | 21.6% |
| #17 | Kathleen Granger | 555689 | Webster Bank, N.A. | 455656 | Southington, CT | $876K | 8 | 61.5% |
| #17 | Melissa Waite | 691154 | Jewett City Savings Bank | 596055 | Jewett City, CT | $1.4M | 8 | 72.7% |
| #21 | Daniel O'Sullivan | 555705 | Webster Bank, N.A. | 455656 | — | $977K | 7 | 70.0% |
| #21 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.2M | 7 | 24.1% |
| #21 | John Arcidiacono | 131289 | American Eagle Financial Credit Union, Inc. | 478241 | — | $882K | 7 | 23.3% |
| #21 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $2.3M | 7 | 25.9% |
| #21 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 7 | 53.8% |
| #21 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $1.0M | 7 | 16.7% |
| #27 | anthony cordelli | 77646 | Webster Bank, N.A. | 455656 | — | $1.1M | 6 | 60.0% |
| #27 | JOSEPH CARUSO | 117884 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $1.8M | 6 | 54.5% |
| #27 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $11.1M | 6 | 24.0% |
| #27 | Patricia Townsend | 794701 | The Milford Bank | 787619 | — | $590K | 6 | 60.0% |
| #27 | BRADLEY TIPPETT | 89948 | GC FINANCIAL SERVICES, LLC | 996877 | Westport, CT | $3.9M | 6 | 60.0% |
| #27 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $1.0M | 6 | 40.0% |
| #27 | Jeanne Lussier | 954464 | Dime Bank | 493990 | East Lyme, CT | $1.6M | 6 | 60.0% |
| #27 | Jack Alberti | 1726998 | Webster Bank, N.A. | 455656 | Southington, CT | $465K | 6 | 35.3% |
| #35 | Stephen Jaeggi | 119647 | Webster Bank, N.A. | 455656 | Southington, CT | $1.5M | 5 | 33.3% |
| #35 | Larry King | 555694 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $687K | 5 | 23.8% |
| #35 | Hussam Saada | 766714 | Precision Mortgage, LLC | 809925 | South Windsor, CT | $621K | 5 | 45.5% |
| #35 | Peter Ganci | 643580 | Liberty Bank | 459028 | Middletown, CT | $936K | 5 | 41.7% |
| #35 | Sally Houseknecht | 1110324 | Webster Bank, N.A. | 455656 | Southington, CT | $2.2M | 5 | 41.7% |
| #35 | Linda Brule | 759524 | Centreville Bank | 402947 | Putnam, CT | $392K | 5 | 41.7% |
| #35 | Joshua Sidoti | 1227125 | First World Mortgage Corporation | 2643 | Hartford, CT | $1.1M | 5 | 31.3% |
| #35 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 5 | 29.4% |
| #35 | Kimberly Tondreau | 1739761 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $471K | 5 | 29.4% |
| #35 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $452K | 5 | 50.0% |
| #35 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $1.0M | 5 | 41.7% |
| #35 | Timothy Martin | 16273 | Guaranteed Rate Affinity, LLC | 1598647 | Bethel, CT | $3.1M | 5 | 17.2% |
| #35 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.7M | 5 | 50.0% |
| #35 | Paul Lebowitz | 36102 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $2.5M | 5 | 41.7% |
| #49 | Devin Dunaway | 882911 | Mortgage Markets CUSO, LLC | 157939 | East Hartford, CT | $1.0M | 4 | 36.4% |
| #49 | Steven Katz | 13411 | T2 Financial LLC | 1686046 | New Haven, CT | $1.0M | 4 | 33.3% |
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 Loan Count — Connecticut (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2022
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