Retention champions in Georgia 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 Mark Daker (Ameris Bank, NMLS #35111), Rhonda Dearing (Delta Community Credit Union, NMLS #456035), and Charles Reed (Intercoastal Mortgage, LLC, NMLS #189915).
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 | Mark Daker | 35111 | Ameris Bank | 408099 | Alpharetta, GA | $13.9M | 27 | 22.9% |
| #2 | Rhonda Dearing | 456035 | Delta Community Credit Union | 401141 | Fayetteville, GA | $3.6M | 22 | 43.1% |
| #3 | Charles Reed | 189915 | Intercoastal Mortgage, LLC | 56323 | Bluffton, SC | $7.9M | 18 | 66.7% |
| #3 | John Norwood | 138303 | Neighborhood Mortgage, Inc. | 138234 | Alpharetta, GA | $8.7M | 18 | 47.4% |
| #3 | Mark Baker | 216217 | SWBC Mortgage Corporation | 9741 | Marietta, GA | $6.5M | 18 | 33.3% |
| #6 | Joseph Bishop | 204256 | Ameris Bank | 408099 | Athens, GA | $11.5M | 17 | 43.6% |
| #7 | Susan Mullis | 455561 | Delta Community Credit Union | 401141 | — | $2.0M | 16 | 41.0% |
| #7 | Tammy Walters | 1106808 | LGE Community Credit Union | 164500 | Marietta, GA | $2.0M | 16 | 42.1% |
| #9 | Patricia Deery | 664110 | Delta Community Credit Union | 401141 | — | $1.8M | 15 | 37.5% |
| #10 | Timothy Gentry | 905172 | Loan Velocity, Inc. | 1078746 | Brunswick, GA | $4.0M | 14 | 34.1% |
| #10 | Gareth Thomas | 177403 | Vanderbilt Mortgage and Finance, Inc. | 1561 | Kennesaw, GA | $5.2M | 14 | 25.9% |
| #10 | Kevin Rubin | 200630 | Southeastern Mortgage Solutions, Inc. | 170525 | Atlanta, GA | $8.2M | 14 | 31.8% |
| #10 | Terry Siniard | 246046 | SWBC Mortgage Corporation | 9741 | Cartersville, GA | $4.1M | 14 | 18.4% |
| #10 | Marjorie McIntyre | 803447 | LGE Community Credit Union | 164500 | Atlanta, GA | $3.4M | 14 | 31.1% |
| #15 | Timothy Dukes | 1469262 | Fairway Independent Mortgage Corporation | 2289 | Hartwell, GA | $4.4M | 13 | 35.1% |
| #15 | Brant Gilmore | 756279 | Truist Bank | 399803 | Alpharetta, GA | $14.5M | 13 | 44.8% |
| #15 | Ashley Beck | 1471618 | Delta Community Credit Union | 401141 | Peachtree City, GA | $2.3M | 13 | 27.1% |
| #15 | ANDREW GEISMAR | 231493 | Mortgage Assurance, Inc. | 177208 | Alpharetta, GA | $5.2M | 13 | 35.1% |
| #15 | Melanie Davis | 827408 | Delta Community Credit Union | 401141 | Peachtree City, GA | $1.8M | 13 | 40.6% |
| #15 | Rebecca Brown | 211483 | New American Funding, LLC | 6606 | Locust Grove, GA | $3.6M | 13 | 34.2% |
| #21 | Joshua Egnoski | 381709 | American Wholesale Mortgage Inc. | 1668270 | Alpharetta, GA | $4.9M | 12 | 85.7% |
| #21 | Mark Milam | 35163 | BoxCar Mortgage, LLC | 1969375 | Atlanta, GA | $3.3M | 12 | 28.6% |
| #21 | Randal Bristol | 307695 | Direct Lenders, LLC | 306130 | Kennesaw, GA | $4.5M | 12 | 48.0% |
| #21 | Mary Chambers | 1261593 | Delta Community Credit Union | 401141 | Marietta, GA | $2.7M | 12 | 50.0% |
| #25 | Lisa Johnson | 1272321 | Delta Community Credit Union | 401141 | Peachtree City, GA | $1.3M | 11 | 37.9% |
| #25 | Randall March | 841284 | Southeast Mortgage of Georgia, Inc. | 103956 | Duluth, GA | $4.5M | 11 | 61.1% |
| #25 | Michael Fitzmeyer | 93716 | Truist Bank | 399803 | Alpharetta, GA | $10.8M | 11 | 50.0% |
| #25 | DAVID JOLLY | 395787 | United Community Bank | 421841 | Carrollton, GA | $3.8M | 11 | 52.4% |
| #25 | Patrick Furlong | 176520 | eHome Loan Advisors, LLC | 321959 | Roswell, GA | $5.4M | 11 | 35.5% |
| #30 | Tonja Hathaway | 204415 | Guild Mortgage Company LLC | 3274 | Savannah, GA | $1.5M | 10 | 27.0% |
| #30 | Rhonda Shaw | 263113 | Delta Community Credit Union | 401141 | Locust Grove, GA | $1.0M | 10 | 40.0% |
| #30 | Sae Oh | 101037 | Prime Home Loans, Inc. | 98975 | San Antonio, TX | $3.5M | 10 | 43.5% |
| #30 | Eric Glick | 544398 | New American Funding, LLC | 6606 | Savannah, GA | $1.8M | 10 | 15.4% |
| #30 | Jason Montrois | 795224 | BANK OF DUDLEY | 403213 | Forsyth, GA | $837K | 10 | 40.0% |
| #30 | Jasmina Krnjetin | 116216 | Canopy Mortgage, LLC | 1359687 | Atlanta, GA | $2.7M | 10 | 37.0% |
| #30 | Rhonda Foster | 968608 | Delta Community Credit Union | 401141 | Stockbridge, GA | $846K | 10 | 27.8% |
| #30 | CHINMAYA MANCHALA | 1629259 | NORTHEAST MORTGAGE, INC | 1877014 | Cumming, GA | $5.3M | 10 | 35.7% |
| #30 | Maxime Kallos | 170267 | Ardent Loans LLC | 2403107 | Alpharetta, GA | $4.1M | 10 | 20.0% |
| #30 | Nathan Gaskin | 1845012 | PEOPLES BANK OF GEORGIA, THE | 808821 | Talbotton, GA | $1.9M | 10 | 52.6% |
| #30 | Jennifer Garcia | 1933786 | Delta Community Credit Union | 401141 | Johns Creek, GA | $1.4M | 10 | 35.7% |
| #30 | Jonathan Bodan | 136267 | The Perpetual Financial Group, Inc. | 136261 | Addison, TX | $2.7M | 10 | 41.7% |
| #42 | Yashesh Shah | 2184915 | Perfect Home Mortgage, Inc | 2322347 | Suwanee, GA | $4.9M | 9 | 75.0% |
| #42 | David Soderlind | 169209 | Total Media Management, LLC | 1018333 | Savannah, GA | $2.9M | 9 | 45.0% |
| #42 | Louis Veres | 161690 | Georgia Platinum Mortgage, Inc. | 144366 | Kennesaw, GA | $3.6M | 9 | 31.0% |
| #42 | Tanya Cohn | 131823 | Preferred Mortgage Source LLC | 2035695 | Roswell, GA | $3.1M | 9 | 56.3% |
| #42 | Naveed Bhurgri | 169271 | Atlantic Home Mortgage LLC | 1844873 | Alpharetta, GA | $5.7M | 9 | 52.9% |
| #42 | Laura Witte | 193027 | BoxCar Mortgage, LLC | 1969375 | Atlanta, GA | $2.6M | 9 | 21.4% |
| #42 | Brian Berman | 184320 | MORTGAGE ATLANTA LLC | 184273 | Marietta, GA | $4.8M | 9 | 26.5% |
| #42 | Jeffery Wilmoth | 206798 | Barrett Financial Group, L.L.C. | 181106 | Senoia, GA | $3.3M | 9 | 31.0% |
| #42 | Michael Auger | 165883 | Mortgage Brothers, LLC | 1769556 | Alpharetta, GA | $2.2M | 9 | 50.0% |
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 Loan Count — Georgia (2024). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/georgia/top-retention-by-units/2024
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