Retention champions in Georgia 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 Tabitha Helms (United Community Bank, NMLS #527461), Susan Barkley (United Community Bank, NMLS #527473), and Andrew Miller (PrimeSouth Bank, NMLS #658962).
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 | Tabitha Helms | 527461 | United Community Bank | 421841 | Rome, GA | $7.8M | 9 | 39.1% |
| #2 | Susan Barkley | 527473 | United Community Bank | 421841 | Gainesville, GA | $7.8M | 10 | 58.8% |
| #3 | Andrew Miller | 658962 | PrimeSouth Bank | 768337 | Brunswick, GA | $7.1M | 2 | 18.2% |
| #4 | Stephanie Haase | 658865 | BankSouth Mortgage Company, LLC | 690971 | Atlanta, GA | $6.8M | 10 | 43.5% |
| #5 | Joel Green | 664121 | Pinnacle Bank | 418535 | Atlanta, GA | $6.3M | 7 | 36.8% |
| #6 | DAVID TURNER | 546621 | United Community Bank | 421841 | Powder Springs, GA | $6.3M | 10 | 83.3% |
| #7 | Tony Salloum | 1727275 | Pinnacle Bank | 418535 | Athens, GA | $5.7M | 7 | 30.4% |
| #8 | W Sharp | 757690 | United Community Bank | 421841 | — | $5.7M | 9 | 75.0% |
| #9 | Donna Robertson | 1715410 | Ameris Bank | 408099 | Winder, GA | $5.6M | 7 | 58.3% |
| #10 | Margaret McMullen | 664146 | Pinnacle Bank | 418535 | Atlanta, GA | $4.6M | 3 | 23.1% |
| #11 | Charles Reed | 189915 | Intercoastal Mortgage, LLC | 56323 | Bluffton, SC | $4.6M | 11 | 57.9% |
| #12 | Vincent Spadea | 415638 | Truist Bank | 399803 | Duluth, GA | $4.5M | 5 | 27.8% |
| #13 | Mark Daker | 35111 | Ameris Bank | 408099 | Alpharetta, GA | $4.4M | 14 | 15.7% |
| #14 | Jan Wagner | 152431 | BankSouth Mortgage Company, LLC | 690971 | Milton, GA | $4.3M | 7 | 26.9% |
| #15 | Aaron Draluck | 35120 | Ameris Bank | 408099 | Atlanta, GA | $4.0M | 5 | 29.4% |
| #16 | Joseph Bishop | 204256 | Ameris Bank | 408099 | Athens, GA | $3.9M | 3 | 10.0% |
| #17 | Nathan Gaskin | 1845012 | PEOPLES BANK OF GEORGIA, THE | 808821 | Talbotton, GA | $3.8M | 9 | 56.3% |
| #18 | LUCIUS MACK | 216876 | Phoenix mortgage specialist inc. | 1084613 | Douglasville, GA | $3.2M | 7 | 46.7% |
| #19 | Randy McCorkle | 440588 | PEOPLES BANK OF GEORGIA, THE | 808821 | Talbotton, GA | $3.1M | 13 | 52.0% |
| #20 | Marjorie McIntyre | 803447 | LGE Community Credit Union | 164500 | Atlanta, GA | $3.0M | 16 | 43.2% |
| #21 | Curtis Atkinson | 195374 | Robins Financial Credit Union | 551965 | Warner Robins, GA | $2.9M | 8 | 28.6% |
| #22 | Jesse Palmer | 539397 | The First National Bank of Waynesboro | 409004 | Waynesboro, GA | $2.9M | 11 | 68.8% |
| #23 | Karren Holbert | 537284 | FIRST NATIONAL COMMUNITY BANK | 462636 | Rome, GA | $2.9M | 12 | 42.9% |
| #24 | Alexandra Williams | 884874 | Summit Funding Advisors LLC | 947748 | Atlanta, GA | $2.9M | 6 | 40.0% |
| #25 | Casey Jackson | 769219 | F&M Bank | 646260 | Washington, GA | $2.8M | 6 | 37.5% |
| #26 | Jessica Davis | 1316751 | Georgia United Credit Union | 483426 | Duluth, GA | $2.8M | 19 | 41.3% |
| #27 | Chris Miltiades | 728661 | Workmen's Circle Credit Union | 712372 | Savannah, GA | $2.8M | 7 | 58.3% |
| #28 | Mark Milam | 35163 | BoxCar Mortgage, LLC | 1969375 | Atlanta, GA | $2.8M | 6 | 15.4% |
| #29 | Elizabeth Kelly | 1451484 | United Community Bank | 421841 | Ellijay, GA | $2.7M | 6 | 60.0% |
| #30 | Benjamin James | 1668895 | PEOPLES BANK OF GEORGIA, THE | 808821 | Talbotton, GA | $2.7M | 9 | 64.3% |
| #31 | Ali Cook | 1769112 | United Community Bank | 421841 | Peachtree City, GA | $2.7M | 4 | 30.8% |
| #32 | Amy Wilemon | 226390 | Vanderbilt Mortgage and Finance, Inc. | 1561 | Orlando, FL | $2.6M | 6 | 26.1% |
| #33 | John Chandler | 462383 | SouthState Bank, N.A. | 403455 | Augusta, GA | $2.6M | 5 | 38.5% |
| #34 | Jennifer Ripley | 1091104 | MiLend, Inc. | 148769 | Alpharetta, GA | $2.5M | 7 | 63.6% |
| #35 | Gareth Thomas | 177403 | Vanderbilt Mortgage and Finance, Inc. | 1561 | Kennesaw, GA | $2.5M | 5 | 14.7% |
| #36 | LUCAS POTTS | 2297624 | Bank of LaFayette, The | 609389 | La Fayette, GA | $2.5M | 10 | 83.3% |
| #37 | Renee Burgess | 501421 | United Community Bank | 421841 | Jasper, GA | $2.5M | 6 | 40.0% |
| #38 | Walter Conway | 389899 | QuestRock LLC | 1871037 | Roswell, GA | $2.4M | 8 | 61.5% |
| #39 | Reece Cohen | 200469 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Atlanta, GA | $2.4M | 5 | 19.2% |
| #40 | Phillip King | 206975 | MiLend, Inc. | 148769 | Alpharetta, GA | $2.4M | 7 | 50.0% |
| #41 | William Coody | 464188 | The Citizens Bank of Cochran | 472354 | Cochran, GA | $2.4M | 7 | 63.6% |
| #42 | Mark Baker | 216217 | SWBC Mortgage Corporation | 9741 | Marietta, GA | $2.2M | 6 | 15.0% |
| #43 | Sara Johnson | 250962 | Mutual of Omaha Mortgage, Inc. | 1025894 | Atlanta, GA | $2.2M | 4 | 21.1% |
| #44 | Brant Gilmore | 756279 | Truist Bank | 399803 | Alpharetta, GA | $2.2M | 2 | 7.1% |
| #45 | WILLIAM COWART | 310972 | Regions Bank | 174490 | Athens, GA | $2.2M | 4 | 6.7% |
| #46 | CASEY GALLAGHER | 890242 | Vallant Bank | 460274 | Gray, GA | $2.2M | 9 | 60.0% |
| #47 | Jerome Jackson | 208470 | Southeast Mortgage of Georgia, Inc. | 103956 | Atlanta, GA | $2.2M | 7 | 23.3% |
| #48 | AMY BUYNOSKI | 545254 | SouthState Bank, N.A. | 403455 | Atlanta, GA | $2.1M | 2 | 7.4% |
| #49 | Arthur Wood | 118234 | Luminate Bank | 1281698 | Tucker, GA | $2.1M | 8 | 42.1% |
| #50 | DAVID JOLLY | 395787 | United Community Bank | 421841 | Carrollton, GA | $2.0M | 5 | 38.5% |
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 (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/georgia/top-retention-by-volume/2023
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