Retention champions in Georgia 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 Mark Daker (Ameris Bank, NMLS #35111), Mark Baker (SWBC Mortgage Corporation, NMLS #216217), and Stephanie Haase (BankSouth Mortgage Company, LLC, NMLS #658865).
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 | $13.8M | 30 | 24.2% |
| #2 | Mark Baker | 216217 | SWBC Mortgage Corporation | 9741 | Marietta, GA | $9.3M | 26 | 41.3% |
| #3 | Stephanie Haase | 658865 | BankSouth Mortgage Company, LLC | 690971 | Atlanta, GA | $8.7M | 13 | 54.2% |
| #4 | Terry Siniard | 246046 | SWBC Mortgage Corporation | 9741 | Cartersville, GA | $8.4M | 23 | 27.1% |
| #5 | Arthur Karalexis | 103296 | Truist Bank | 399803 | Alpharetta, GA | $7.6M | 11 | 42.3% |
| #6 | Kendall Knight | 658947 | Truist Bank | 399803 | Alpharetta, GA | $7.1M | 4 | 36.4% |
| #7 | Joel Green | 664121 | Pinnacle Bank | 418535 | Atlanta, GA | $7.0M | 4 | 20.0% |
| #8 | Stewart Sadler | 147938 | Neighborhood Loans, Inc. | 222982 | Downers Grove, IL | $7.0M | 19 | 35.2% |
| #9 | WILLIAM COWART | 310972 | Regions Bank | 174490 | Athens, GA | $6.6M | 19 | 22.9% |
| #10 | ANDREW GEISMAR | 231493 | Mortgage Assurance, Inc. | 177208 | Alpharetta, GA | $6.5M | 17 | 35.4% |
| #11 | TEJAS SHAH | 1323605 | Progressive Home Mortgage, Inc. | 1820923 | Suwanee, GA | $6.5M | 18 | 35.3% |
| #12 | John Lee | 415261 | Truist Bank | 399803 | Alpharetta, GA | $6.0M | 6 | 26.1% |
| #13 | James Cheeley | 118012 | Lincoln Capital Advisors, LLC | 51482 | Roswell, GA | $5.9M | 13 | 52.0% |
| #14 | Tony Salloum | 1727275 | Pinnacle Bank | 418535 | Athens, GA | $5.8M | 7 | 25.0% |
| #15 | Joshua White | 167243 | The Loan Closer Mortgage Group, LLC | 2661642 | Acworth, GA | $5.7M | 19 | 41.3% |
| #16 | Kevin Dwyer | 161365 | SouthState Bank, N.A. | 403455 | Atlanta, GA | $5.6M | 2 | 15.4% |
| #17 | Rebecca Brown | 211483 | New American Funding, LLC | 6606 | Locust Grove, GA | $5.6M | 14 | 25.0% |
| #18 | George Cohen | 1078450 | Capital City Home Loans, LLC | 75615 | Atlanta, GA | $5.5M | 9 | 64.3% |
| #19 | Barry Butler | 658820 | CrossCountry Mortgage, LLC | 3029 | Acworth, GA | $5.3M | 9 | 32.1% |
| #20 | Blake Turner | 117883 | Lincoln Capital Advisors, LLC | 51482 | Roswell, GA | $5.0M | 7 | 22.6% |
| #21 | Joseph Bishop | 204256 | Ameris Bank | 408099 | Athens, GA | $5.0M | 10 | 31.3% |
| #22 | Justin Perez | 926752 | Guaranteed Rate Affinity, LLC | 1598647 | Johns Creek, GA | $4.9M | 13 | 44.8% |
| #23 | Keith Spain | 208658 | BankSouth Mortgage Company, LLC | 690971 | Atlanta, GA | $4.6M | 9 | 22.0% |
| #24 | Wesley Woodruff | 453972 | Residential Funding Consultants LLC | 1779889 | Marietta, GA | $4.5M | 4 | 30.8% |
| #25 | Mark Milam | 35163 | BoxCar Mortgage, LLC | 1969375 | Atlanta, GA | $4.4M | 11 | 23.9% |
| #26 | Barry Butcher | 220335 | COLONY BANK | 408873 | Macon, GA | $4.4M | 6 | 54.5% |
| #27 | Michael Mock | 545210 | Georgia Banking Company | 418473 | Atlanta, GA | $4.4M | 8 | 80.0% |
| #28 | Charles Reed | 189915 | Intercoastal Mortgage, LLC | 56323 | Bluffton, SC | $4.2M | 10 | 100.0% |
| #29 | Rhonda Dearing | 456035 | Delta Community Credit Union | 401141 | Fayetteville, GA | $4.2M | 30 | 58.8% |
| #30 | Kevin Rubin | 200630 | Southeastern Mortgage Solutions, Inc. | 170525 | Atlanta, GA | $4.1M | 10 | 15.2% |
| #31 | Jennifer Ripley | 1091104 | MiLend, Inc. | 148769 | Alpharetta, GA | $4.1M | 12 | 63.2% |
| #32 | Holly Walther | 507972 | Success Mortgage Partners, Inc. | 130562 | St Augustine, FL | $4.1M | 11 | 22.0% |
| #33 | Dawn Dailey | 206669 | Southeastern Mortgage Solutions, Inc. | 170525 | Atlanta, GA | $4.0M | 5 | 45.5% |
| #34 | Timothy Dukes | 1469262 | Fairway Independent Mortgage Corporation | 2289 | Hartwell, GA | $4.0M | 11 | 34.4% |
| #35 | Christin Viola | 198084 | SouthState Bank, N.A. | 403455 | Atlanta, GA | $4.0M | 4 | 36.4% |
| #36 | John Norwood | 138303 | Neighborhood Mortgage, Inc. | 138234 | Alpharetta, GA | $4.0M | 9 | 27.3% |
| #37 | thomas king | 459649 | Cornerstone Mortgage Group, LLC | 147913 | Alpharetta, GA | $3.9M | 11 | 30.6% |
| #38 | LUCIUS MACK | 216876 | Phoenix mortgage specialist inc. | 1084613 | Douglasville, GA | $3.9M | 10 | 52.6% |
| #39 | Sara Johnson | 250962 | Mutual of Omaha Mortgage, Inc. | 1025894 | Atlanta, GA | $3.8M | 11 | 37.9% |
| #40 | Phillip King | 206975 | MiLend, Inc. | 148769 | Alpharetta, GA | $3.8M | 13 | 65.0% |
| #41 | Tanya Cohn | 131823 | Preferred Mortgage Source LLC | 2035695 | Roswell, GA | $3.8M | 11 | 44.0% |
| #42 | Maxime Kallos | 170267 | Ardent Loans LLC | 2403107 | Alpharetta, GA | $3.7M | 11 | 18.6% |
| #43 | Brandon Park | 183765 | Princeton Mortgage Corporation | 113856 | North Charleston, SC | $3.7M | 9 | 37.5% |
| #44 | Michael Auger | 165883 | Mortgage Brothers, LLC | 1769556 | Alpharetta, GA | $3.6M | 10 | 43.5% |
| #45 | Casey Jackson | 769219 | F&M Bank | 646260 | Washington, GA | $3.5M | 10 | 66.7% |
| #46 | Henry Gonzales | 203954 | PrimeLending, A PlainsCapital Company | 13649 | Acworth, GA | $3.5M | 7 | 46.7% |
| #47 | Karren Holbert | 537284 | FIRST NATIONAL COMMUNITY BANK | 462636 | Rome, GA | $3.4M | 9 | 42.9% |
| #48 | Mark Zielinski | 211156 | Ameris Bank | 408099 | Alpharetta, GA | $3.4M | 10 | 20.8% |
| #49 | Susan Hall | 658868 | Truist Bank | 399803 | Alpharetta, GA | $3.4M | 3 | 25.0% |
| #50 | Keith Lewis | 247761 | Cornerstone Mortgage Group, LLC | 147913 | Alpharetta, GA | $3.4M | 10 | 41.7% |
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 — Georgia (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/georgia/top-retention-by-volume/2022
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