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 October 11, 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 | 36.1% |
| #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 Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $2.2M | 9 | 81.8% |
| #8 | Kevin Cantele | 1205210 | Salisbury Bank and Trust Company | 562127 | Salisbury, CT | $2.3M | 9 | 64.3% |
| #10 | Andrea Cote | 1853276 | Torrington Savings Bank, The | 404919 | Torrington, CT | $325K | 8 | 57.1% |
| #11 | Kristin Wall | 1430859 | Waypoint Federal Credit Union | 404962 | — | $1.6M | 7 | 63.6% |
| #11 | Catherine Verrilli | 107724 | Mutual Security Credit Union, Inc. | 411722 | Shelton, CT | $491K | 7 | 58.3% |
| #11 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.3M | 7 | 21.2% |
| #11 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $533K | 7 | 53.8% |
| #11 | Tracey Perry | 568815 | Liberty Bank | 459028 | Middletown, CT | $584K | 7 | 58.3% |
| #11 | Timothy Cahill | 632508 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $897K | 7 | 25.9% |
| #11 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $1.3M | 7 | 53.8% |
| #18 | Stephen Jaeggi | 119647 | Santander Bank, N.A. | 494788 | Southington, CT | $896K | 6 | 54.5% |
| #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 | New Britain, CT | $822K | 6 | 33.3% |
| #22 | Triston Crosdale | 729928 | WINDSOR FEDERAL BANK | 472578 | Windsor, CT | $340K | 5 | 38.5% |
| #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 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $390K | 5 | 45.5% |
| #22 | Linda Brule | 759524 | Centreville Bank | 402947 | Putnam, CT | $768K | 5 | 50.0% |
| #22 | Christopher Mastroni | 741547 | Northwest Hills Credit Union | 1047014 | Torrington, CT | $222K | 5 | 35.7% |
| #22 | Richard Turner | 12498 | Chelsea Groton Bank | 402928 | — | $643K | 5 | 29.4% |
| #22 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $531K | 5 | 23.8% |
| #22 | Kevin Overgaard | 1051643 | Santander Bank, N.A. | 494788 | Southington, CT | $599K | 5 | 50.0% |
| #22 | JoAnn Sabas | 173399 | The Milford Bank | 787619 | Milford, CT | $1.9M | 5 | 50.0% |
| #33 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $230K | 4 | 22.2% |
| #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 | Steven Katz | 13411 | T2 Financial LLC | 1686046 | New Haven, CT | $600K | 4 | 40.0% |
| #33 | Gerard Polzella | 494882 | Liberty Bank | 459028 | Middletown, CT | $775K | 4 | 36.4% |
| #38 | Michele Grull | 792395 | IVES BANK | 763547 | Waterbury, CT | $698K | 3 | 21.4% |
| #38 | James Forte | 16443 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $325K | 3 | 14.3% |
| #38 | Faith Silva | 433980 | Waypoint Federal Credit Union | 404962 | — | $611K | 3 | 27.3% |
| #38 | Kimberly Tondreau | 1739761 | Waypoint Federal Credit Union | 404962 | Norwich, CT | $250K | 3 | 27.3% |
| #38 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $261K | 3 | 9.7% |
| #38 | Cheryl Flanagan | 1386956 | Torrington Savings Bank, The | 404919 | Torrington, CT | $92K | 3 | 30.0% |
| #38 | Ann Gauthier | 807624 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $175K | 3 | 16.7% |
| #38 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.3M | 3 | 17.6% |
| #38 | Christian Harrison | 96305 | First World Mortgage Corporation | 2643 | Avon, CT | $402K | 3 | 18.8% |
| #38 | Rosaria Yardito | 555715 | Santander Bank, N.A. | 494788 | Southington, CT | $2.4M | 3 | 27.3% |
| #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 | Michelangelo Manco | 404178 | Manufacturers and Traders Trust Company | 381076 | Milford, CT | $376K | 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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2023
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