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 August 27, 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 | $6.6M | 35 | 57.4% |
| #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 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $1.0M | 12 | 60.0% |
| #4 | Diane Dornfried | 61461 | Ion Bank | 641488 | — | $1.7M | 12 | 75.0% |
| #7 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.3M | 11 | 40.7% |
| #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% |
| #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 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $1.2M | 10 | 38.5% |
| #10 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 10 | 55.6% |
| #10 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $850K | 10 | 40.0% |
| #15 | Amanda Heibel | 1733927 | Jewett City Savings Bank | 596055 | — | $1.3M | 9 | 75.0% |
| #15 | Christopher Mastroni | 741547 | Northwest Hills Credit Union | 1047014 | Torrington, CT | $877K | 9 | 42.9% |
| #17 | Melissa Waite | 691154 | Jewett City Savings Bank | 596055 | Jewett City, CT | $1.4M | 8 | 72.7% |
| #17 | Kathleen Granger | 555689 | Webster Bank, N.A. | 455656 | — | $876K | 8 | 61.5% |
| #17 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $889K | 8 | 21.6% |
| #17 | Kelly Meuser | 63848 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 8 | 53.3% |
| #21 | John Arcidiacono | 131289 | American Eagle Financial Credit Union, Inc. | 478241 | — | $882K | 7 | 23.3% |
| #21 | Daniel O'Sullivan | 555705 | Webster Bank, N.A. | 455656 | — | $977K | 7 | 70.0% |
| #21 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $2.3M | 7 | 25.9% |
| #21 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $12.3M | 7 | 25.0% |
| #21 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $1.0M | 7 | 15.9% |
| #21 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 7 | 53.8% |
| #21 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.2M | 7 | 24.1% |
| #28 | Jack Alberti | 1726998 | Santander Bank, N.A. | 494788 | Southington, CT | $465K | 6 | 35.3% |
| #28 | Hussam Saada | 766714 | Precision Mortgage, LLC | 809925 | South Windsor, CT | $1.0M | 6 | 50.0% |
| #28 | Linda Brule | 759524 | Centreville Bank | 402947 | Putnam, CT | $492K | 6 | 46.2% |
| #28 | Jeanne Lussier | 954464 | Dime Bank | 493990 | East Lyme, CT | $1.6M | 6 | 60.0% |
| #28 | Larry King | 555694 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $760K | 6 | 26.1% |
| #28 | JOSEPH CARUSO | 117884 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $1.8M | 6 | 54.5% |
| #28 | BRADLEY TIPPETT | 89948 | GC FINANCIAL SERVICES, LLC | 996877 | Westport, CT | $3.9M | 6 | 60.0% |
| #28 | anthony cordelli | 77646 | Webster Bank, N.A. | 455656 | — | $1.1M | 6 | 60.0% |
| #28 | Patricia Townsend | 794701 | The Milford Bank | 787619 | — | $590K | 6 | 60.0% |
| #28 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $1.0M | 6 | 40.0% |
| #38 | Eric Johnson | 274117 | American Mortgage Affiliates Company, LLC | 1401396 | Avon, CT | $1.3M | 5 | 50.0% |
| #38 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.7M | 5 | 50.0% |
| #38 | Sally Houseknecht | 1110324 | Santander Bank, N.A. | 494788 | Southington, CT | $2.2M | 5 | 41.7% |
| #38 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $452K | 5 | 50.0% |
| #38 | Timothy Martin | 16273 | Guaranteed Rate Affinity, LLC | 1598647 | Bethel, CT | $3.1M | 5 | 16.1% |
| #38 | Peter Ganci | 643580 | Liberty Bank | 459028 | Middletown, CT | $936K | 5 | 41.7% |
| #38 | Stephen Jaeggi | 119647 | Santander Bank, N.A. | 494788 | Southington, CT | $1.5M | 5 | 33.3% |
| #38 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $1.0M | 5 | 41.7% |
| #38 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 5 | 29.4% |
| #38 | Kimberly Tondreau | 1739761 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $471K | 5 | 29.4% |
| #38 | Joshua Sidoti | 1227125 | First World Mortgage Corporation | 2643 | Hartford, CT | $1.1M | 5 | 29.4% |
| #38 | Paul Lebowitz | 36102 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $2.5M | 5 | 41.7% |
| #50 | Lisa Moriello | 99284 | loanDepot.com, LLC | 174457 | Shelton, CT | $2.6M | 4 | 28.6% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2022
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