Retention champions in Connecticut in 2022, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 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 | $24.6M | 19 | 26.0% |
| #2 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $11.1M | 6 | 24.0% |
| #3 | Diane Dumond | 1597114 | Connecticut State Employees Credit Union | 695872 | — | $7.0M | 48 | 72.7% |
| #4 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $6.5M | 34 | 56.7% |
| #5 | BRADLEY TIPPETT | 89948 | GC FINANCIAL SERVICES, LLC | 996877 | Westport, CT | $3.9M | 6 | 60.0% |
| #6 | Brian Kinahan | 150991 | First County Bank | 411487 | — | $3.5M | 2 | 18.2% |
| #7 | Timothy Martin | 16273 | Guaranteed Rate Affinity, LLC | 1598647 | Bethel, CT | $3.1M | 5 | 17.2% |
| #8 | Jacob Rosenstein | 878714 | Northwest Community Bank | 510148 | Winsted, CT | $2.9M | 10 | 62.5% |
| #9 | Paul Lebowitz | 36102 | Forte Financial, LLC | 1892568 | Ridgefield, CT | $2.5M | 5 | 41.7% |
| #10 | Timothy Sickinger | 9463 | Manufacturers and Traders Trust Company | 381076 | Bridgeport, CT | $2.5M | 1 | 10.0% |
| #11 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 10 | 55.6% |
| #12 | Alexander de Castro | 625145 | JPMorgan Chase Bank, National Association | 399798 | Greenwich, CT | $2.3M | 1 | 10.0% |
| #13 | Lisa Moriello | 99284 | loanDepot.com, LLC | 174457 | Shelton, CT | $2.3M | 3 | 23.1% |
| #14 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $2.3M | 7 | 25.9% |
| #15 | Sally Houseknecht | 1110324 | Webster Bank, N.A. | 455656 | Southington, CT | $2.2M | 5 | 41.7% |
| #16 | Graham LeFloch | 55332 | Warshaw Capital, LLC | 55279 | Stamford, CT | $2.0M | 4 | 28.6% |
| #17 | Michelangelo Manco | 404178 | Manufacturers and Traders Trust Company | 381076 | Milford, CT | $1.9M | 1 | 8.3% |
| #18 | Justin Carmichael | 103105 | WJC Capital LLC | 2579571 | Fairfield, CT | $1.8M | 2 | 20.0% |
| #19 | Michael Mish | 71871 | CalCon Mutual Mortgage LLC | 46375 | Canterbury, CT | $1.8M | 12 | 42.9% |
| #20 | JOSEPH CARUSO | 117884 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $1.8M | 6 | 54.5% |
| #21 | Patricia Dyer | 729883 | Union Savings Bank | 402258 | Danbury, CT | $1.8M | 2 | 9.1% |
| #22 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.7M | 5 | 50.0% |
| #23 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.7M | 11 | 33.3% |
| #24 | Diane Dornfried | 61461 | Ion Bank | 641488 | — | $1.7M | 12 | 75.0% |
| #25 | Jeanne Lussier | 954464 | Dime Bank | 493990 | East Lyme, CT | $1.6M | 6 | 60.0% |
| #26 | Lisa Legler | 691148 | Jewett City Savings Bank | 596055 | — | $1.6M | 11 | 78.6% |
| #27 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 7 | 53.8% |
| #28 | Kelly Meuser | 63848 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 8 | 53.3% |
| #29 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.6M | 5 | 29.4% |
| #30 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $1.5M | 10 | 55.6% |
| #31 | Stephen Jaeggi | 119647 | Webster Bank, N.A. | 455656 | Southington, CT | $1.5M | 5 | 33.3% |
| #32 | Jamie Tyndall | 21566 | loanDepot.com, LLC | 174457 | Greenwich, CT | $1.4M | 1 | 10.0% |
| #33 | Melissa Waite | 691154 | Jewett City Savings Bank | 596055 | Jewett City, CT | $1.4M | 8 | 72.7% |
| #34 | Jeanine Norwood | 690810 | Fairfield Home Loans, LLC | 1707824 | Greenwich, CT | $1.3M | 3 | 25.0% |
| #35 | Amanda Heibel | 1733927 | Jewett City Savings Bank | 596055 | — | $1.3M | 9 | 75.0% |
| #36 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.3M | 11 | 40.7% |
| #37 | Daniel L'Altrella | 133211 | Guild Mortgage Company LLC | 3274 | Newtown, CT | $1.2M | 4 | 16.7% |
| #38 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $1.2M | 10 | 38.5% |
| #39 | William Man | 115036 | Citizens Bank, National Association | 433960 | Westport, CT | $1.2M | 2 | 8.0% |
| #40 | ALISON IGNATOWSKI | 507742 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $1.2M | 7 | 24.1% |
| #41 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $1.2M | 4 | 33.3% |
| #42 | anthony cordelli | 77646 | Webster Bank, N.A. | 455656 | — | $1.1M | 6 | 60.0% |
| #43 | Justin Egan | 81506 | CMG Mortgage, Inc. | 1820 | Fairfield, CT | $1.1M | 3 | 20.0% |
| #44 | Michael Rogers | 1017883 | Fairway Independent Mortgage Corporation | 2289 | Suffield, CT | $1.1M | 3 | 25.0% |
| #45 | Colleen Polson | 75534 | CrossCountry Mortgage, LLC | 3029 | Stamford, CT | $1.1M | 3 | 13.0% |
| #46 | Joshua Sidoti | 1227125 | First World Mortgage Corporation | 2643 | Hartford, CT | $1.1M | 5 | 31.3% |
| #47 | James Philipakos | 792410 | Newtown Savings Bank | 411347 | Danbury, CT | $1.0M | 5 | 41.7% |
| #48 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $1.0M | 6 | 40.0% |
| #49 | Keith Turner | 820813 | Homestead Funding Corp. | 3232 | New London, CT | $1.0M | 7 | 16.7% |
| #50 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $1.0M | 12 | 60.0% |
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 Volume — Connecticut (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-volume/2022
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