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 August 27, 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 | $129.1M | 114 | 72.2% |
| #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 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $1.2M | 18 | 50.0% |
| #5 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.7M | 18 | 28.6% |
| #7 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $2.7M | 17 | 40.5% |
| #8 | Michael Ballestrini | 1701152 | Gateway Mortgage Services, LLC | 70340 | Waterford, CT | $6.4M | 16 | 48.5% |
| #9 | Robert Weinberg | 80786 | E Mortgage Capital, Inc. | 1416824 | Woodbury, CT | $3.6M | 14 | 56.0% |
| #10 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $4.9M | 12 | 57.1% |
| #10 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $2.5M | 12 | 31.6% |
| #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 | Timothy Martin | 16273 | Guaranteed Rate Affinity, LLC | 1598647 | Bethel, CT | $7.0M | 10 | 27.8% |
| #14 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $844K | 10 | 52.6% |
| #14 | Brian Scavone | 69179 | Achieve Financial Credit Union, Inc. | 477018 | Berlin, CT | $764K | 10 | 58.8% |
| #17 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $599K | 9 | 25.7% |
| #17 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $3.2M | 9 | 69.2% |
| #17 | Graham LeFloch | 55332 | Warshaw Capital, LLC | 55279 | Stamford, CT | $3.8M | 9 | 45.0% |
| #17 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 9 | 60.0% |
| #17 | Kabita Bhajan | 663151 | Franklin Trust Federal Credit Union | 541115 | Hartford, CT | $513K | 9 | 81.8% |
| #17 | Holly Hanson | 1554858 | RIVERBANK FEDERAL CREDIT UNION | 407914 | Windsor Locks, CT | $734K | 9 | 75.0% |
| #23 | Jacob Rosenstein | 878714 | Northwest Community Bank | 510148 | Winsted, CT | $2.6M | 8 | 42.1% |
| #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 | DAVID TORTORA | 88166 | Northeast Financial LLC | 117273 | Middlefield, CT | $2.7M | 8 | 66.7% |
| #23 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $770K | 8 | 61.5% |
| #28 | Daniel Rosenfeld | 101695 | Leader Bank, NA | 449250 | Avon, CT | $1.1M | 7 | 38.9% |
| #28 | Barbara Friedman | 705017 | General Electric Employees Federal Credit Union | 457487 | Milford, CT | $1.1M | 7 | 63.6% |
| #28 | Brittany Cripe | 1813152 | Webster Bank, N.A. | 455656 | — | $1.0M | 7 | 63.6% |
| #28 | James Ryder | 105595 | Fairway Independent Mortgage Corporation | 2289 | Enfield, CT | $2.1M | 7 | 35.0% |
| #28 | Triston Crosdale | 729928 | WINDSOR FEDERAL BANK | 472578 | Windsor, CT | $707K | 7 | 53.8% |
| #28 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $782K | 7 | 63.6% |
| #28 | Stefany Pina | 1999149 | Prysma Lending Group, LLC | 2250 | Danbury, CT | $2.1M | 7 | 63.6% |
| #28 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 7 | 58.3% |
| #28 | Christopher Bartlett | 116939 | CMG Mortgage, Inc. | 1820 | Trumbull, CT | $2.8M | 7 | 38.9% |
| #28 | Salvatrice Gumula | 632455 | Santander Bank, N.A. | 494788 | Southington, CT | $973K | 7 | 46.7% |
| #28 | Deborah Miller | 568814 | Liberty Bank | 459028 | Wethersfield, CT | $733K | 7 | 58.3% |
| #28 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $1.8M | 7 | 41.2% |
| #28 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $2.1M | 7 | 28.0% |
| #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 | 26.1% |
| #41 | Lisamarie Nicholas | 113687 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $2.1M | 6 | 40.0% |
| #41 | David Bunk | 116251 | Guaranteed Rate, Inc. | 2611 | Shelton, CT | $2.1M | 6 | 26.1% |
| #45 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $2.1M | 5 | 45.5% |
| #45 | Jeanne Lussier | 954464 | Dime Bank | 493990 | East Lyme, CT | $215K | 5 | 41.7% |
| #45 | David Stambone | 120211 | U.S. Bank National Association | 402761 | Ridgefield, CT | $2.3M | 5 | 31.3% |
| #45 | Jack Alberti | 1726998 | Santander Bank, N.A. | 494788 | Southington, CT | $670K | 5 | 26.3% |
| #45 | Karen Roman | 768418 | Dime Bank | 493990 | — | $1.7M | 5 | 38.5% |
| #45 | Daniel L'Altrella | 133211 | Guild Mortgage Company LLC | 3274 | Newtown, CT | $1.9M | 5 | 23.8% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2024
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