Retention champions in Illinois in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include David Brozovich (Grundy Bank, NMLS #665420), Katie Ottwell (Carrollton Bank, NMLS #891231), and Daniel Cheek (First National Bank in Pinckneyville, NMLS #588986).
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 | David Brozovich | 665420 | Grundy Bank | 433981 | Morris, IL | $3.7M | 26 | 86.7% |
| #2 | Katie Ottwell | 891231 | Carrollton Bank | 719258 | Alton, IL | $6.1M | 18 | 75.0% |
| #3 | Daniel Cheek | 588986 | First National Bank in Pinckneyville | 586447 | Pinckneyville, IL | $2.2M | 17 | 54.8% |
| #4 | Edward Currie | 523638 | U.S. Bank National Association | 402761 | Earth City, MO | $16.7M | 15 | 65.2% |
| #4 | Whitney Valdivia | 1789641 | Grundy Bank | 433981 | Morris, IL | $1.8M | 15 | 68.2% |
| #4 | Paul Scherer | 402880 | Morton Community Bank | 422122 | Pekin, IL | $1.0M | 15 | 83.3% |
| #4 | Rhonda Graves | 1741016 | Rock Valley Credit Union | 597779 | Machesney Park, IL | $969K | 15 | 88.2% |
| #8 | Andy Pallissard | 767644 | National Bank of St.Anne | 421667 | Saint Anne, IL | $3.1M | 13 | 86.7% |
| #8 | Megan Koehnke | 791002 | Peoples National Bank, N.A. | 453047 | Centralia, IL | $2.1M | 13 | 92.9% |
| #8 | Andrew Fridman | 226033 | One Republic, Inc. | 258913 | Arlington Heights, IL | $6.0M | 13 | 100.0% |
| #8 | Jocelyn Retz | 412688 | Old Second National Bank | 406097 | Yorkville, IL | $2.9M | 13 | 68.4% |
| #12 | Taylor Abney | 1620039 | Farmers State Bank of Alto Pass, ILL | 410307 | Harrisburg, IL | $892K | 11 | 91.7% |
| #12 | Joyce Hoene | 433874 | Dieterich Bank | 408244 | Effingham, IL | $1.9M | 11 | 84.6% |
| #12 | Diane Harfst | 446741 | Compeer Financial, ACA | 619731 | Bourbonnais, IL | $752K | 11 | 91.7% |
| #15 | Chris Holdenrid | 461073 | First State Bank | 431475 | Mendota, IL | $1.0M | 10 | 71.4% |
| #15 | Shanna Fisher | 779290 | Longview Bank | 429909 | Tilton, IL | $1.3M | 10 | 76.9% |
| #15 | Kelsey Goeckner | 1243811 | Dieterich Bank | 408244 | — | $1.3M | 10 | 90.9% |
| #15 | Jennifer Sawyer | 570104 | Carrollton Bank | 719258 | O Fallon, IL | $3.2M | 10 | 76.9% |
| #15 | BARBARA FREDERICK | 607991 | Community State Bank of Rock Falls | 480435 | Morrison, IL | $409K | 10 | 83.3% |
| #20 | Stephen Lacefield | 1399315 | Carrollton Bank | 719258 | Edwardsville, IL | $1.6M | 9 | 69.2% |
| #20 | Leslie Schobernd | 699015 | 1st MidAmerica Credit Union | 458701 | Bethalto, IL | $818K | 9 | 69.2% |
| #20 | Alexander Margolin | 324574 | C&R Mortgage Corporation | 227317 | Deerfield, IL | $3.4M | 9 | 90.0% |
| #20 | Joseph Grant | 644380 | National Bank of St.Anne | 421667 | Saint Anne, IL | $1.2M | 9 | 81.8% |
| #20 | Lisa Stambaugh | 1187847 | The First National Bank of Arenzville | 416621 | South Jacksonville, IL | $766K | 9 | 90.0% |
| #20 | Rebecca Lee | 1920373 | Bank of Pontiac | 652300 | Pontiac, IL | $848K | 9 | 81.8% |
| #26 | Beth Ashby | 649794 | Peoples National Bank, N.A. | 453047 | — | $1.6M | 8 | 66.7% |
| #26 | Bridget Sczepanik | 230690 | Illinois State Credit Union | 571095 | Normal, IL | $828K | 8 | 30.8% |
| #26 | Melissa Guerra | 226589 | loanDepot.com, LLC | 174457 | Lisle, IL | $2.2M | 8 | 19.5% |
| #26 | JAKE CHUNG | 230706 | J & C Financial Inc | 245835 | Mount Prospect, IL | $2.5M | 8 | 66.7% |
| #26 | STACY JONES | 565711 | GreenState Credit Union | 401238 | Rockford, IL | $1.2M | 8 | 53.3% |
| #26 | Shelley Miller | 402884 | United Community Bank | 571147 | Quincy, IL | $396K | 8 | 72.7% |
| #26 | Julie Partain | 1877633 | Peoples National Bank, N.A. | 453047 | Dale, IL | $885K | 8 | 66.7% |
| #26 | Jamie Jesman | 1494322 | Earthmover Credit Union | 753847 | Oswego, IL | $445K | 8 | 72.7% |
| #34 | Mike Ducey | 164279 | BankORION | 402792 | Moline, IL | $750K | 7 | 70.0% |
| #34 | Laurel Selvey | 744672 | The First National Bank & Trust Company | 422083 | Beloit, WI | $293K | 7 | 70.0% |
| #34 | Amy Young | 617466 | Community State Bank of Rock Falls | 480435 | Dixon, IL | $665K | 7 | 70.0% |
| #34 | Troy Harms | 757607 | Bank of Pontiac | 652300 | Pontiac, IL | $478K | 7 | 70.0% |
| #34 | Mitchell Wilson | 1718980 | Bank of Springfield | 402619 | Champaign, IL | $1.5M | 7 | 70.0% |
| #34 | Jaimie Rosenthal | 1253864 | Central Bank Illinois | 579222 | Princeton, IL | $560K | 7 | 58.3% |
| #34 | Deanna Reid | 689945 | MLD Mortgage Inc. | 1019 | Morton, IL | $576K | 7 | 38.9% |
| #34 | David Nelson | 1718338 | New American Funding, LLC | 6606 | Champaign, IL | $785K | 7 | 50.0% |
| #34 | Sondra Arentsen | 696800 | Community Bank of Trenton | 652605 | — | $2.4M | 7 | 70.0% |
| #34 | Sandra McBride | 442097 | STREATOR ONIZED CREDIT UNION | 421974 | Streator, IL | $565K | 7 | 63.6% |
| #44 | JAMES PETREIKIS | 383300 | FLANAGAN STATE BANK | 408461 | Peotone, IL | $730K | 6 | 42.9% |
| #44 | Angelo Lurgio | 755870 | Barrington Bank & Trust Company N.A. | 449042 | Frankfort, IL | $1.1M | 6 | 46.2% |
| #44 | Kelli Keller | 882398 | Jersey State Bank | 616259 | Jerseyville, IL | $862K | 6 | 60.0% |
| #44 | Dwayne Lopez | 426086 | Guild Mortgage Company LLC | 3274 | Oswego, IL | $1.6M | 6 | 37.5% |
| #44 | Amanda Geuns | 515536 | The Farmers National Bank of Prophetstown | 410857 | Prophetstown, IL | $175K | 6 | 40.0% |
| #44 | Jason Zimmer | 221641 | Parlay Mortgage & Property, Inc. | 218753 | Lockport, IL | $1.7M | 6 | 50.0% |
| #50 | Matthew Erickson | 1373349 | Cornerstone First Mortgage, LLC | 173855 | Bloomington, IL | $514K | 5 | 22.7% |
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 Loan Count — Illinois (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/illinois/top-retention-by-units/2023
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