Retention champions in Connecticut in 2023, 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 William Hart (Newtown Savings Bank, NMLS #452754).
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 | $15.5M | 14 | 35.0% |
| #2 | Joseph Antonios | 18064 | U.S. Bank National Association | 402761 | Greenwich, CT | $3.9M | 2 | 18.2% |
| #3 | William Hart | 452754 | Newtown Savings Bank | 411347 | Newtown, CT | $3.6M | 24 | 57.1% |
| #4 | Diane Dumond | 1597114 | Connecticut State Employees Credit Union | 695872 | — | $2.6M | 52 | 77.6% |
| #5 | Rosaria Yardito | 555715 | Webster Bank, N.A. | 455656 | Southington, CT | $2.4M | 3 | 27.3% |
| #6 | Raul Lopez | 1598935 | American Eagle Financial Credit Union, Inc. | 478241 | Vernon, CT | $2.3M | 13 | 35.1% |
| #7 | Kevin Cantele | 1205210 | Salisbury Bank and Trust Company | 562127 | Salisbury, CT | $2.3M | 9 | 64.3% |
| #8 | Kevin Belmonte | 113402 | Liberty Bank | 459028 | Middletown, CT | $2.2M | 9 | 81.8% |
| #9 | JoAnn Sabas | 173399 | The Milford Bank | 787619 | Milford, CT | $1.9M | 5 | 50.0% |
| #10 | Matthew Nawrocki | 494881 | Liberty Bank | 459028 | Middletown, CT | $1.7M | 11 | 50.0% |
| #11 | Kristin Wall | 1430859 | CorePlus Federal Credit Union | 404962 | Groton, CT | $1.6M | 7 | 63.6% |
| #12 | Robert Grace | 92687 | Manufacturers and Traders Trust Company | 381076 | Norwalk, CT | $1.6M | 11 | 64.7% |
| #13 | Orazio DelVecchio | 165330 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $1.3M | 7 | 21.9% |
| #14 | Susan Shepherd | 15701 | Dime Bank | 493990 | Norwich, CT | $1.3M | 7 | 53.8% |
| #15 | Maya Pesok | 61232 | 1ST Premier Mortgage Company, LLC | 56365 | Norwalk, CT | $1.3M | 3 | 17.6% |
| #16 | Heather Salgado | 482473 | Dutch Point Credit Union | 466823 | Wethersfield, CT | $946K | 14 | 56.0% |
| #17 | Timothy Cahill | 632508 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $897K | 7 | 25.0% |
| #18 | Stephen Jaeggi | 119647 | Webster Bank, N.A. | 455656 | Southington, CT | $896K | 6 | 54.5% |
| #19 | Mary Boudreau | 82435 | Prosperity Home Mortgage, LLC | 75164 | Westport, CT | $850K | 2 | 20.0% |
| #20 | Anna Podkowiak | 529133 | CMG Mortgage, Inc. | 1820 | Fairfield, CT | $822K | 6 | 35.3% |
| #21 | Tiesha Veazey | 1792226 | American Eagle Financial Credit Union, Inc. | 478241 | East Hartford, CT | $799K | 6 | 19.4% |
| #22 | Gerard Polzella | 494882 | Liberty Bank | 459028 | Middletown, CT | $775K | 4 | 36.4% |
| #23 | Linda Brule | 759524 | Centreville Bank | 402947 | Putnam, CT | $768K | 5 | 50.0% |
| #24 | Suzanne Mazzarella | 144468 | T2 Financial LLC | 1686046 | Danielson, CT | $722K | 2 | 8.0% |
| #25 | Michele Grull | 792395 | IVES BANK | 763547 | Waterbury, CT | $698K | 3 | 21.4% |
| #26 | Victor Falco | 70092 | Newtown Savings Bank | 411347 | Trumbull, CT | $675K | 6 | 50.0% |
| #27 | Keith Wilcox | 9763 | New American Funding, LLC | 6606 | Cranston, RI | $670K | 2 | 20.0% |
| #28 | Richard Turner | 12498 | Chelsea Groton Bank | 402928 | Groton, CT | $643K | 5 | 29.4% |
| #29 | Jack Alberti | 1726998 | Webster Bank, N.A. | 455656 | Southington, CT | $613K | 4 | 25.0% |
| #30 | Faith Silva | 433980 | CorePlus Federal Credit Union | 404962 | Norwich, CT | $611K | 3 | 27.3% |
| #31 | Steven Katz | 13411 | T2 Financial LLC | 1686046 | New Haven, CT | $600K | 4 | 40.0% |
| #32 | Kevin Overgaard | 1051643 | Webster Bank, N.A. | 455656 | Southington, CT | $599K | 5 | 50.0% |
| #33 | Tracey Perry | 568815 | Liberty Bank | 459028 | Middletown, CT | $584K | 7 | 58.3% |
| #34 | Steven Veronesi | 632512 | Washington Trust Mortgage Company LLC | 901927 | Glastonbury, CT | $572K | 1 | 10.0% |
| #35 | Jorge De La Rosa | 691369 | loanDepot.com, LLC | 174457 | Plano, TX | $560K | 1 | 5.6% |
| #36 | Beth Glynn | 646282 | Chelsea Groton Bank | 402928 | — | $533K | 7 | 53.8% |
| #37 | Sharon DiMarco | 807736 | Charter Oak Federal Credit Union | 419263 | Waterford, CT | $531K | 5 | 23.8% |
| #38 | Meg Polubiatko | 768417 | Gateway Mortgage Services, LLC | 70340 | — | $530K | 2 | 10.5% |
| #39 | Manuel Gomes | 105339 | Total Mortgage Services, LLC | 2764 | Fairfield, CT | $498K | 2 | 11.1% |
| #40 | Catherine Verrilli | 107724 | Mutual Security Credit Union, Inc. | 411722 | Shelton, CT | $491K | 7 | 58.3% |
| #41 | Patrick McRedmond | 571139 | Fairfield County Bank | 516624 | Ridgefield, CT | $445K | 2 | 18.2% |
| #42 | Lisamarie Nicholas | 113687 | PrimeLending, A PlainsCapital Company | 13649 | Shelton, CT | $436K | 1 | 10.0% |
| #43 | Lee Stater | 404805 | Sikorsky Financial Credit Union, Inc | 469594 | Stratford, CT | $417K | 5 | 20.8% |
| #44 | Aimee Merritt | 418848 | CrossCountry Mortgage, LLC | 3029 | Fairfield, CT | $417K | 1 | 10.0% |
| #45 | Christian Harrison | 96305 | First World Mortgage Corporation | 2643 | Avon, CT | $402K | 3 | 18.8% |
| #46 | Edward Angiollo | 155001 | Trademark Financial Group LLC | 71016 | Branford, CT | $402K | 2 | 16.7% |
| #47 | Allison Julius | 1920818 | First World Mortgage Corporation | 2643 | Plainville, CT | $390K | 5 | 35.7% |
| #48 | Katherine Morano | 768396 | Dime Bank | 493990 | Norwich, CT | $390K | 5 | 45.5% |
| #49 | William Crowley | 1411571 | Members Mortgage Company, Inc. | 1292 | Stoneham, MA | $376K | 1 | 6.7% |
| #50 | Michelangelo Manco | 404178 | Manufacturers and Traders Trust Company | 381076 | Milford, CT | $376K | 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 Volume — Connecticut (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/connecticut/top-retention-by-volume/2023
Powered by ChatMMI