Retention champions in Connecticut in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 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 | — | $2.6M | 52 | 77.6% |
| #2 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $3.8M | 25 | 58.1% |
| #3 | Jarret Coleman | 67530 | U.S. Bank National Association | 402761 | Greenwich, CT | $15.5M | 14 | 33.3% |
| #3 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $946K | 14 | 56.0% |
| #5 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $2.3M | 13 | 35.1% |
| #6 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 11 | 50.0% |
| #6 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 11 | 64.7% |
| #8 | Kevin Cantele | 1205210 | Salisbury Bank and Trust Company | 562127 | Salisbury, CT | $2.3M | 9 | 64.3% |
| #8 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $2.2M | 9 | 81.8% |
| #10 | Andrea Cote | 1853276 | Torrington Savings Bank, The | 404919 | Torrington, CT | $325K | 8 | 57.1% |
| #10 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $1.4M | 8 | 57.1% |
| #12 | Kristin Wall | 1430859 | CorePlus Federal Credit Union | 404962 | — | $1.6M | 7 | 63.6% |
| #12 | Tracey Perry | 568815 | Liberty Bank | 459028 | Middletown, CT | $584K | 7 | 58.3% |
| #12 | Catherine Verrilli | 107724 | Mutual Security Credit Union, Inc. | 411722 | Shelton, CT | $491K | 7 | 58.3% |
| #12 | Timothy Cahill | 632508 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $897K | 7 | 25.0% |
| #12 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $1.3M | 7 | 53.8% |
| #12 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.3M | 7 | 21.2% |
| #18 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $675K | 6 | 50.0% |
| #18 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $799K | 6 | 19.4% |
| #18 | Anna Podkowiak | 529133 | CMG Mortgage, Inc. | 1820 | Fairfield, CT | $822K | 6 | 33.3% |
| #18 | Stephen Jaeggi | 119647 | Webster Bank, N.A. | 455656 | Southington, CT | $896K | 6 | 54.5% |
| #22 | JoAnn Sabas | 173399 | The Milford Bank | 787619 | Milford, CT | $1.9M | 5 | 50.0% |
| #22 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $417K | 5 | 20.8% |
| #22 | Kevin Overgaard | 1051643 | Webster Bank, N.A. | 455656 | Southington, CT | $599K | 5 | 50.0% |
| #22 | Linda Brule | 759524 | Centreville Bank | 402947 | Putnam, CT | $768K | 5 | 50.0% |
| #22 | Richard Turner | 12498 | Chelsea Groton Bank | 402928 | — | $643K | 5 | 29.4% |
| #22 | Christopher Mastroni | 741547 | Northwest Hills Credit Union | 1047014 | Torrington, CT | $222K | 5 | 35.7% |
| #22 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $390K | 5 | 35.7% |
| #22 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $390K | 5 | 45.5% |
| #22 | Triston Crosdale | 729928 | WINDSOR FEDERAL BANK | 472578 | Windsor, CT | $340K | 5 | 38.5% |
| #22 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $531K | 5 | 23.8% |
| #22 | Patricia Townsend | 794701 | The Milford Bank | 787619 | — | $361K | 5 | 50.0% |
| #33 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $230K | 4 | 22.2% |
| #33 | Gerard Polzella | 494882 | Liberty Bank | 459028 | Middletown, CT | $775K | 4 | 36.4% |
| #33 | Kathleen Granger | 555689 | Webster Bank, N.A. | 455656 | Southington, CT | $336K | 4 | 33.3% |
| #33 | Steven Katz | 13411 | T2 Financial LLC | 1686046 | New Haven, CT | $600K | 4 | 40.0% |
| #33 | Jack Alberti | 1726998 | Webster Bank, N.A. | 455656 | Southington, CT | $613K | 4 | 25.0% |
| #38 | Faith Silva | 433980 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $611K | 3 | 27.3% |
| #38 | Kimberly Tondreau | 1739761 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $250K | 3 | 27.3% |
| #38 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.3M | 3 | 17.6% |
| #38 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $261K | 3 | 9.7% |
| #38 | Ann Gauthier | 807624 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $175K | 3 | 16.7% |
| #38 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 3 | 27.3% |
| #38 | Christian Harrison | 96305 | First World Mortgage Corporation | 2643 | Avon, CT | $402K | 3 | 18.8% |
| #38 | James Forte | 16443 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $325K | 3 | 14.3% |
| #38 | Michele Grull | 792395 | IVES BANK | 763547 | Waterbury, CT | $698K | 3 | 21.4% |
| #38 | Cheryl Flanagan | 1386956 | Torrington Savings Bank, The | 404919 | Torrington, CT | $92K | 3 | 30.0% |
| #48 | Patrick McRedmond | 571139 | Fairfield County Bank | 516624 | Ridgefield, CT | $445K | 2 | 18.2% |
| #48 | Keith Wilcox | 9763 | New American Funding, LLC | 6606 | Putnam, CT | $670K | 2 | 20.0% |
| #48 | James Allen | 1216446 | Movement Mortgage, LLC | 39179 | Simsbury, CT | $69K | 2 | 8.7% |
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 (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2023
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