Retention champions in Florida in 2025, 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 Lauren Maxwell (CrossCountry Mortgage, LLC, NMLS #331415), ELIZABETH SKIPPER (COMMUNITY SOUTH CREDIT UNION, NMLS #2000927), and Sean Stephens (Metroplex Mortgage Services, Inc., NMLS #185288).
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 | Lauren Maxwell | 331415 | CrossCountry Mortgage, LLC | 3029 | Naples, FL | $9.4M | 29 | 22.0% |
| #2 | ELIZABETH SKIPPER | 2000927 | COMMUNITY SOUTH CREDIT UNION | 451247 | Chipley, FL | $8.2M | 27 | 65.9% |
| #2 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $7.3M | 27 | 39.1% |
| #4 | Jane Floyd | 327235 | Neighborhood Loans, Inc. | 222982 | Tampa, FL | $11.9M | 24 | 29.6% |
| #4 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $8.0M | 24 | 13.5% |
| #6 | ELIZABETH CASSIDY | 1902671 | Edge Home Finance, LLC | 891464 | Palm Bay, FL | $11.8M | 23 | 34.8% |
| #7 | Toni Raulerson | 380055 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $5.2M | 17 | 28.8% |
| #8 | Melinda Payan | 331861 | The Truth About Lending LLC | 1054357 | Davie, FL | $8.0M | 16 | 66.7% |
| #8 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $7.2M | 16 | 39.0% |
| #10 | Adam Chwala | 382141 | American Fidelity Financial Solutions Inc | 1027328 | Odessa, FL | $9.2M | 15 | 55.6% |
| #10 | Steven Sisson | 805350 | Campus USA Credit Union | 799574 | Jonesville, FL | $2.5M | 15 | 34.1% |
| #10 | Timothy Finn | 187322 | Future Financial LLC | 1621953 | Jacksonville Beach, FL | $6.3M | 15 | 65.2% |
| #10 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $4.0M | 15 | 48.4% |
| #10 | Ely Corporan | 1770284 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $2.3M | 15 | 51.7% |
| #10 | SHERRY BROCK | 1367681 | GULF WINDS CREDIT UNION | 414456 | Pensacola, FL | $1.5M | 15 | 53.6% |
| #16 | Joseph Nowacki | 906100 | Guaranteed Rate, Inc. | 2611 | St Petersburg, FL | $7.0M | 14 | 70.0% |
| #16 | BRIAN ZIMEL | 336790 | Alkan Mortgage Corporation | 210950 | Lake Mary, FL | $5.8M | 14 | 43.8% |
| #16 | Jocelyn Vizcarra | 561793 | Trustco Bank | 474376 | Sun City Center, FL | $1.5M | 14 | 66.7% |
| #19 | Ryan Beck | 390343 | Beck Finance Group, LLC | 390675 | Sarasota, FL | $3.4M | 13 | 72.2% |
| #19 | Michael Kammet | 42143 | Deco Mortgage, LLC. | 2561451 | Boca Raton, FL | $7.0M | 13 | 76.5% |
| #19 | Kristin Jamieson | 1097663 | Builders Choice Mortgage LLC | 2275047 | Boca Raton, FL | $3.4M | 13 | 30.2% |
| #19 | Xavier Perez | 375096 | Lending Spot LLC | 2463121 | Pinecrest, FL | $9.5M | 13 | 68.4% |
| #19 | JESSICA LANGLEY | 1964889 | Movement Mortgage, LLC | 39179 | Lake City, FL | $3.5M | 13 | 52.0% |
| #24 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $4.2M | 12 | 52.2% |
| #24 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $5.8M | 12 | 36.4% |
| #24 | Tyler Bahnsen | 362852 | CMG Mortgage, Inc. | 1820 | Miami, FL | $13.2M | 12 | 33.3% |
| #24 | Justin Margolis | 1015413 | Paramount Residential Mortgage Group, Inc. | 75243 | Davie, FL | $7.3M | 12 | 57.1% |
| #24 | Samuel Swenson | 12166 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $794K | 12 | 21.1% |
| #24 | Amy Harvell | 1752706 | CrossCountry Mortgage, LLC | 3029 | Crestview, FL | $5.0M | 12 | 16.2% |
| #24 | Layna Kirkham | 1040753 | Ameris Bank | 408099 | Tallahassee, FL | $3.8M | 12 | 54.5% |
| #24 | DONALD ALMEIDA | 372632 | HAPPY HOME MORTGAGE LLC | 2418348 | Winter Springs, FL | $3.1M | 12 | 36.4% |
| #24 | Ameer Katifi | 1671470 | Trusted Mortgage Capital Inc | 2411952 | Irvine, CA | $4.8M | 12 | 46.2% |
| #24 | Anthony Moore | 220640 | The Mortgage Firm, Inc. | 189233 | Venice, FL | $4.3M | 12 | 44.4% |
| #24 | Junior Simmonds | 224612 | Enterprise Mortgage Group LLC | 2507107 | Orlando, FL | $5.7M | 12 | 75.0% |
| #24 | Craig Dixon | 390051 | Future Financial LLC | 1621953 | Jacksonville Beach, FL | $4.8M | 12 | 38.7% |
| #36 | Tu Ba Nguyen | 1401779 | Bluegrey Mortgage, LLC | 1652977 | Tampa, FL | $4.5M | 11 | 31.4% |
| #36 | Julio Silva | 31721 | CrossCountry Mortgage, LLC | 3029 | Deerfield Beach, FL | $5.7M | 11 | 36.7% |
| #36 | Erica Paradise | 213325 | Luminate Bank | 1281698 | Tampa, FL | $4.5M | 11 | 44.0% |
| #36 | Olivia Ramos | 585300 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $1.2M | 11 | 42.3% |
| #36 | Jonathan Kulak | 1403506 | Trident Home Loans, LLC | 65716 | Pensacola, FL | $6.7M | 11 | 52.4% |
| #36 | Daniel Lado | 410079 | HSBC Bank USA National Association | 399799 | New York, NY | $2.6M | 11 | 100.0% |
| #36 | Douglass Wagner | 1009151 | CrossCountry Mortgage, LLC | 3029 | St Petersburg, FL | $4.4M | 11 | 47.8% |
| #36 | Gilbert Bennett | 1177528 | My Easy Mortgage, LLC | 1268485 | Wesley Chapel, FL | $5.0M | 11 | 47.8% |
| #36 | Stephen Blood | 42160 | T2 Financial LLC | 1686046 | Miramar Beach, FL | $5.6M | 11 | 64.7% |
| #36 | Calvael Alisa | 1915734 | eMortgage Funding LLC | 1059364 | Troy, MI | $3.8M | 11 | 55.0% |
| #36 | Stephanie Grassi | 357527 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $4.0M | 11 | 20.4% |
| #47 | Dalton Squires | 2145947 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $3.9M | 10 | 38.5% |
| #47 | Martin Medve | 86840 | Trident Home Loans, LLC | 65716 | Pensacola, FL | $10.5M | 10 | 37.0% |
| #47 | Kevin Coleman | 209691 | SWBC Mortgage Corporation | 9741 | Palm Beach Gardens, FL | $2.0M | 10 | 62.5% |
| #47 | John Digges | 132107 | NQM Funding, LLC | 75597 | Delray Beach, FL | $13.4M | 10 | 52.6% |
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 — Florida (2025). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2025
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