Retention champions in Connecticut in 2024, 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 Jarret Coleman (U.S. Bank National Association, NMLS #67530), Joseph Antonios (U.S. Bank National Association, NMLS #18064), and Diane Dumond (Connecticut State Employees Credit Union, NMLS #1597114).
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 | Jarret Coleman | 67530 | U.S. Bank National Association | 402761 | Greenwich, CT | $130.4M | 115 | 72.3% |
| #2 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $47.9M | 25 | 62.5% |
| #3 | Diane Dumond | 1597114 | Connecticut State Employees Credit Union | 695872 | — | $1.4M | 23 | 37.7% |
| #4 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $3.1M | 20 | 37.0% |
| #5 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.7M | 18 | 28.6% |
| #5 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $1.2M | 18 | 50.0% |
| #7 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $2.7M | 17 | 40.5% |
| #8 | Michael Ballestrini | 1701152 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $6.4M | 16 | 48.5% |
| #9 | Robert Weinberg | 80786 | Valley Stream Holdings LLC | 2891342 | Woodbury, CT | $3.6M | 14 | 56.0% |
| #10 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $2.5M | 12 | 31.6% |
| #10 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $4.9M | 12 | 57.1% |
| #12 | Michelle Connor | 124933 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $5.0M | 11 | 37.9% |
| #12 | Andrea Cote | 1853276 | Torrington Savings Bank, The | 404919 | Torrington, CT | $1.1M | 11 | 57.9% |
| #14 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $844K | 10 | 52.6% |
| #14 | Timothy Martin | 16273 | Guaranteed Rate Affinity, LLC | 1598647 | Bethel, CT | $7.0M | 10 | 27.8% |
| #14 | Brian Scavone | 69179 | Achieve Financial Credit Union, Inc. | 477018 | Berlin, CT | $764K | 10 | 58.8% |
| #17 | Graham LeFloch | 55332 | Warshaw Capital, LLC | 55279 | Stamford, CT | $3.8M | 9 | 45.0% |
| #17 | Holly Hanson | 1554858 | RIVERBANK FEDERAL CREDIT UNION | 407914 | Windsor Locks, CT | $734K | 9 | 75.0% |
| #17 | Kabita Bhajan | 663151 | Franklin Trust Federal Credit Union | 541115 | Hartford, CT | $513K | 9 | 81.8% |
| #17 | Rosaria Yardito | 555715 | Santander Bank, N.A. | 494788 | Southington, CT | $3.2M | 9 | 69.2% |
| #17 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $599K | 9 | 25.7% |
| #17 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 9 | 60.0% |
| #23 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $770K | 8 | 61.5% |
| #23 | DAVID TORTORA | 88166 | Northeast Financial LLC | 117273 | Middlefield, CT | $2.7M | 8 | 66.7% |
| #23 | Jennifer Ives-Groebl | 532621 | Northwest Community Bank | 510148 | Litchfield, CT | $1.3M | 8 | 80.0% |
| #23 | Bette Slater | 1821559 | America's First Network Credit Union | 619401 | East Hartford, CT | $527K | 8 | 66.7% |
| #23 | Jacob Rosenstein | 878714 | Northwest Community Bank | 510148 | Winsted, CT | $2.6M | 8 | 42.1% |
| #28 | Triston Crosdale | 729928 | WINDSOR FEDERAL BANK | 472578 | Windsor, CT | $707K | 7 | 53.8% |
| #28 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $2.1M | 7 | 28.0% |
| #28 | Christopher Bartlett | 116939 | CMG Mortgage, Inc. | 1820 | Trumbull, CT | $2.8M | 7 | 38.9% |
| #28 | Brittany Cripe | 1813152 | Webster Bank, N.A. | 455656 | — | $1.0M | 7 | 63.6% |
| #28 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 7 | 58.3% |
| #28 | Stefany Pina | 1999149 | Prysma Lending Group, LLC | 2250 | Danbury, CT | $2.1M | 7 | 63.6% |
| #28 | Barbara Friedman | 705017 | General Electric Employees Federal Credit Union | 457487 | Milford, CT | $1.1M | 7 | 63.6% |
| #28 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $782K | 7 | 63.6% |
| #28 | James Ryder | 105595 | Fairway Independent Mortgage Corporation | 2289 | Enfield, CT | $2.1M | 7 | 35.0% |
| #28 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $1.8M | 7 | 41.2% |
| #28 | Daniel Rosenfeld | 101695 | Leader Bank, NA | 449250 | Avon, CT | $1.1M | 7 | 38.9% |
| #28 | Deborah Miller | 568814 | Liberty Bank | 459028 | Wethersfield, CT | $733K | 7 | 58.3% |
| #28 | Salvatrice Gumula | 632455 | Santander Bank, N.A. | 494788 | Southington, CT | $973K | 7 | 46.7% |
| #41 | David Bunk | 116251 | Guaranteed Rate, Inc. | 2611 | Shelton, CT | $2.1M | 6 | 26.1% |
| #41 | Lisamarie Nicholas | 113687 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $2.1M | 6 | 40.0% |
| #41 | Andrew Arnold | 555680 | Liberty Bank | 459028 | Middletown, CT | $2.6M | 6 | 42.9% |
| #41 | Timothy Cahill | 632508 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.0M | 6 | 25.0% |
| #45 | Harry Petrucci | 186190 | Elm Tree Funding, LLC | 110851 | West Hartford, CT | $1.8M | 5 | 27.8% |
| #45 | David Bigley | 82969 | Main Street Mortgage LLC | 26450 | Stratford, CT | $1.8M | 5 | 33.3% |
| #45 | Justin Egan | 81506 | CMG Mortgage, Inc. | 1820 | Fairfield, CT | $2.2M | 5 | 23.8% |
| #45 | James Forte | 16443 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $2.9M | 5 | 25.0% |
| #45 | Christopher Gilnack | 40337 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $2.0M | 5 | 45.5% |
| #45 | John Hodgkins | 90265 | Fairway Independent Mortgage Corporation | 2289 | Hartford, CT | $1.3M | 5 | 13.2% |
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 (2024). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2024
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