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 August 27, 2026, the top 3 include Diane Dumond (Connecticut State Employees Credit Union, NMLS #1597114), William Hart (Newtown Savings Bank, NMLS #452754), and Heather Salgado (Dutch Point Credit Union, NMLS #482473).
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 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $946K | 14 | 56.0% |
| #3 | Jarret Coleman | 67530 | U.S. Bank National Association | 402761 | Greenwich, CT | $15.5M | 14 | 33.3% |
| #5 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $2.3M | 13 | 36.1% |
| #6 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 11 | 64.7% |
| #6 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 11 | 50.0% |
| #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 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $1.4M | 8 | 57.1% |
| #10 | Andrea Cote | 1853276 | Torrington Savings Bank, The | 404919 | Torrington, CT | $325K | 8 | 57.1% |
| #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 | Tracey Perry | 568815 | Liberty Bank | 459028 | Middletown, CT | $584K | 7 | 58.3% |
| #12 | Kristin Wall | 1430859 | CorePlus Federal Credit Union | 404962 | — | $1.6M | 7 | 63.6% |
| #12 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.3M | 7 | 21.2% |
| #18 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $799K | 6 | 19.4% |
| #18 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $675K | 6 | 50.0% |
| #18 | Anna Podkowiak | 529133 | CMG Mortgage, Inc. | 1820 | New Britain, CT | $822K | 6 | 33.3% |
| #18 | Stephen Jaeggi | 119647 | Santander Bank, N.A. | 494788 | Southington, CT | $896K | 6 | 54.5% |
| #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 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $390K | 5 | 45.5% |
| #22 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $417K | 5 | 20.8% |
| #22 | Patricia Townsend | 794701 | The Milford Bank | 787619 | — | $361K | 5 | 50.0% |
| #22 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $390K | 5 | 35.7% |
| #22 | Christopher Mastroni | 741547 | Northwest Hills Credit Union | 1047014 | Torrington, CT | $222K | 5 | 35.7% |
| #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 | JoAnn Sabas | 173399 | The Milford Bank | 787619 | Milford, CT | $1.9M | 5 | 50.0% |
| #22 | Kevin Overgaard | 1051643 | Webster Bank, N.A. | 455656 | Southington, CT | $599K | 5 | 50.0% |
| #33 | Kathleen Granger | 555689 | Webster Bank, N.A. | 455656 | — | $336K | 4 | 33.3% |
| #33 | Jack Alberti | 1726998 | Santander Bank, N.A. | 494788 | Southington, CT | $613K | 4 | 25.0% |
| #33 | Gerard Polzella | 494882 | Liberty Bank | 459028 | Middletown, CT | $775K | 4 | 36.4% |
| #33 | Steven Katz | 13411 | T2 Financial LLC | 1686046 | New Haven, CT | $600K | 4 | 40.0% |
| #33 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $230K | 4 | 22.2% |
| #38 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 3 | 27.3% |
| #38 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.3M | 3 | 17.6% |
| #38 | Kimberly Tondreau | 1739761 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $250K | 3 | 27.3% |
| #38 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $261K | 3 | 10.0% |
| #38 | Cheryl Flanagan | 1386956 | Torrington Savings Bank, The | 404919 | Torrington, CT | $92K | 3 | 30.0% |
| #38 | Faith Silva | 433980 | CorePlus Federal Credit Union | 404962 | — | $611K | 3 | 27.3% |
| #38 | Michele Grull | 792395 | IVES BANK | 763547 | Waterbury, CT | $698K | 3 | 21.4% |
| #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 | Ann Gauthier | 807624 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $175K | 3 | 16.7% |
| #48 | James Allen | 1216446 | Movement Mortgage, LLC | 39179 | Simsbury, CT | $69K | 2 | 8.7% |
| #48 | Michelangelo Manco | 404178 | Manufacturers and Traders Trust Company | 381076 | Milford, CT | $376K | 2 | 20.0% |
| #48 | Tracey Smith | 12594 | Newtown Savings Bank | 411347 | Oxford, CT | $275K | 2 | 20.0% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2023
Powered by ChatMMI