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 July 13, 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 | Gateway Mortgage Services, LLC | 70340 | Waterford, CT | $6.0M | 15 | 46.9% |
| #9 | Robert Weinberg | 80786 | E Mortgage Capital, Inc. | 1416824 | 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 | 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 | Graham LeFloch | 55332 | Warshaw Capital, LLC | 55279 | Stamford, CT | $3.8M | 9 | 45.0% |
| #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 | 64.3% |
| #17 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 9 | 60.0% |
| #23 | DAVID TORTORA | 88166 | Northeast Financial LLC | 117273 | Middlefield, CT | $2.7M | 8 | 66.7% |
| #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% |
| #23 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $770K | 8 | 61.5% |
| #23 | Jennifer Ives-Groebl | 532621 | Northwest Community Bank | 510148 | Litchfield, CT | $1.3M | 8 | 80.0% |
| #28 | Brittany Cripe | 1813152 | Webster Bank, N.A. | 455656 | — | $1.0M | 7 | 63.6% |
| #28 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $782K | 7 | 63.6% |
| #28 | Barbara Friedman | 705017 | General Electric Employees Federal Credit Union | 457487 | Milford, CT | $1.1M | 7 | 63.6% |
| #28 | James Ryder | 105595 | Fairway Independent Mortgage Corporation | 2289 | East Lyme, CT | $2.1M | 7 | 35.0% |
| #28 | Deborah Miller | 568814 | Liberty Bank | 459028 | Wethersfield, CT | $733K | 7 | 58.3% |
| #28 | Daniel Rosenfeld | 101695 | Leader Bank, NA | 449250 | Avon, CT | $1.1M | 7 | 38.9% |
| #28 | Christopher Bartlett | 116939 | CMG Mortgage, Inc. | 1820 | Trumbull, CT | $2.8M | 7 | 38.9% |
| #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 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $1.8M | 7 | 41.2% |
| #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 | Salvatrice Gumula | 632455 | Webster Bank, N.A. | 455656 | Southington, CT | $973K | 7 | 46.7% |
| #41 | Timothy Cahill | 632508 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.0M | 6 | 26.1% |
| #41 | Andrew Arnold | 555680 | Liberty Bank | 459028 | Middletown, CT | $2.6M | 6 | 42.9% |
| #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% |
| #45 | Karen Roman | 768418 | Dime Bank | 493990 | — | $1.7M | 5 | 38.5% |
| #45 | Jodi Bovich | 1121193 | Connex Credit Union, Inc. | 458548 | North Haven, CT | $434K | 5 | 45.5% |
| #45 | Jack Alberti | 1726998 | Webster Bank, N.A. | 455656 | Southington, CT | $670K | 5 | 26.3% |
| #45 | Victoria Satti | 1658044 | Gateway Mortgage Services, LLC | 70340 | Waterford, CT | $1.7M | 5 | 35.7% |
| #45 | Colleen Polson | 75534 | CrossCountry Mortgage, LLC | 3029 | Stamford, CT | $2.2M | 5 | 29.4% |
| #45 | Nicholas Allegro | 296253 | Movement Mortgage, LLC | 39179 | Glastonbury, CT | $1.4M | 5 | 31.3% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-units/2024
Powered by ChatMMI