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 May 28, 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 | $3.6M | 24 | 57.1% |
| #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 | 35.0% |
| #5 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $2.3M | 13 | 35.1% |
| #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 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 | CorePlus Federal Credit Union | 404962 | Groton, CT | $1.6M | 7 | 63.6% |
| #11 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $1.3M | 7 | 53.8% |
| #11 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $533K | 7 | 53.8% |
| #11 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.3M | 7 | 21.9% |
| #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 | 25.0% |
| #11 | Catherine Verrilli | 107724 | Mutual Security Credit Union, Inc. | 411722 | Shelton, CT | $491K | 7 | 58.3% |
| #18 | Anna Podkowiak | 529133 | CMG Mortgage, Inc. | 1820 | Fairfield, CT | $822K | 6 | 35.3% |
| #18 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $675K | 6 | 50.0% |
| #18 | Stephen Jaeggi | 119647 | Webster Bank, N.A. | 455656 | Southington, CT | $896K | 6 | 54.5% |
| #18 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $799K | 6 | 19.4% |
| #22 | Richard Turner | 12498 | Chelsea Groton Bank | 402928 | Groton, CT | $643K | 5 | 29.4% |
| #22 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $417K | 5 | 20.8% |
| #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 | Kevin Overgaard | 1051643 | Webster Bank, N.A. | 455656 | Southington, CT | $599K | 5 | 50.0% |
| #22 | Patricia Townsend | 794701 | The Milford Bank | 787619 | — | $361K | 5 | 50.0% |
| #22 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $531K | 5 | 23.8% |
| #22 | Triston Crosdale | 729928 | WINDSOR FEDERAL BANK | 472578 | Windsor, CT | $340K | 5 | 38.5% |
| #22 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $390K | 5 | 45.5% |
| #22 | JoAnn Sabas | 173399 | The Milford Bank | 787619 | Milford, CT | $1.9M | 5 | 50.0% |
| #22 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $390K | 5 | 35.7% |
| #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% |
| #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 | Jack Alberti | 1726998 | Webster Bank, N.A. | 455656 | Southington, CT | $613K | 4 | 25.0% |
| #38 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 3 | 27.3% |
| #38 | Ann Gauthier | 807624 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $175K | 3 | 16.7% |
| #38 | Cheryl Flanagan | 1386956 | Torrington Savings Bank, The | 404919 | Torrington, CT | $92K | 3 | 30.0% |
| #38 | James Forte | 16443 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $325K | 3 | 14.3% |
| #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 | Michele Grull | 792395 | IVES BANK | 763547 | Waterbury, CT | $698K | 3 | 21.4% |
| #38 | Faith Silva | 433980 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $611K | 3 | 27.3% |
| #38 | Christian Harrison | 96305 | First World Mortgage Corporation | 2643 | Avon, CT | $402K | 3 | 18.8% |
| #38 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $261K | 3 | 9.7% |
| #48 | Suzanne Mazzarella | 144468 | T2 Financial LLC | 1686046 | Danielson, CT | $722K | 2 | 8.0% |
| #48 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $3.9M | 2 | 18.2% |
| #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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2023
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