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 July 13, 2026, the top 3 include David Brozovich (Grundy Bank, NMLS #665420), Daniel Cheek (First National Bank in Pinckneyville, NMLS #588986), and Katie Ottwell (Carrollton Bank, NMLS #891231).
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 | 27 | 87.1% |
| #2 | Daniel Cheek | 588986 | First National Bank in Pinckneyville | 586447 | Pinckneyville, IL | $2.7M | 19 | 61.3% |
| #3 | Katie Ottwell | 891231 | Carrollton Bank | 719258 | Alton, IL | $6.1M | 18 | 75.0% |
| #4 | Rhonda Graves | 1741016 | Rock Valley Credit Union | 597779 | Machesney Park, IL | $1.0M | 16 | 88.9% |
| #4 | Whitney Valdivia | 1789641 | Grundy Bank | 433981 | Morris, IL | $1.9M | 16 | 69.6% |
| #6 | Edward Currie | 523638 | U.S. Bank National Association | 402761 | Earth City, MO | $16.7M | 15 | 65.2% |
| #7 | Jocelyn Retz | 412688 | Old Second National Bank | 406097 | Yorkville, IL | $3.1M | 14 | 73.7% |
| #7 | Paul Scherer | 402880 | Morton Community Bank | 422122 | Pekin, IL | $968K | 14 | 82.4% |
| #9 | Andy Pallissard | 767644 | National Bank of St.Anne | 421667 | Saint Anne, IL | $3.1M | 13 | 86.7% |
| #9 | Megan Koehnke | 791002 | Peoples National Bank, N.A. | 453047 | Centralia, IL | $2.1M | 13 | 92.9% |
| #9 | Andrew Fridman | 226033 | One Republic, Inc. | 258913 | Arlington Heights, IL | $6.0M | 13 | 100.0% |
| #12 | Diane Harfst | 446741 | Compeer Financial, ACA | 619731 | Bourbonnais, IL | $752K | 11 | 91.7% |
| #13 | BARBARA FREDERICK | 607991 | Community State Bank of Rock Falls | 480435 | Morrison, IL | $409K | 10 | 83.3% |
| #13 | Joyce Hoene | 433874 | Dieterich Bank | 408244 | Effingham, IL | $1.3M | 10 | 83.3% |
| #13 | Shanna Fisher | 779290 | Longview Bank | 429909 | Tilton, IL | $1.3M | 10 | 76.9% |
| #13 | Kelsey Goeckner | 1243811 | Dieterich Bank | 408244 | — | $1.3M | 10 | 90.9% |
| #13 | Chris Holdenrid | 461073 | First State Bank | 431475 | Mendota, IL | $1.0M | 10 | 71.4% |
| #13 | Taylor Abney | 1620039 | Farmers State Bank of Alto Pass, ILL | 410307 | Harrisburg, IL | $837K | 10 | 90.9% |
| #19 | Jennifer Sawyer | 570104 | Carrollton Bank | 719258 | O Fallon, IL | $3.1M | 9 | 75.0% |
| #19 | Leslie Schobernd | 699015 | 1st MidAmerica Credit Union | 458701 | Bethalto, IL | $818K | 9 | 69.2% |
| #19 | Alexander Margolin | 324574 | C&R Mortgage Corporation | 227317 | Deerfield, IL | $3.4M | 9 | 90.0% |
| #19 | Bridget Sczepanik | 230690 | Illinois State Credit Union | 571095 | Normal, IL | $930K | 9 | 33.3% |
| #19 | Joseph Grant | 644380 | National Bank of St.Anne | 421667 | Saint Anne, IL | $1.2M | 9 | 81.8% |
| #19 | Stephen Lacefield | 1399315 | Carrollton Bank | 719258 | Edwardsville, IL | $1.6M | 9 | 69.2% |
| #19 | Rebecca Lee | 1920373 | Bank of Pontiac | 652300 | Pontiac, IL | $848K | 9 | 81.8% |
| #19 | Lisa Stambaugh | 1187847 | The First National Bank of Arenzville | 416621 | South Jacksonville, IL | $766K | 9 | 90.0% |
| #27 | Beth Ashby | 649794 | Peoples National Bank, N.A. | 453047 | — | $1.6M | 8 | 66.7% |
| #27 | JAKE CHUNG | 230706 | J & C Financial Inc | 245835 | Mount Prospect, IL | $2.5M | 8 | 66.7% |
| #27 | Shelley Miller | 402884 | United Community Bank | 571147 | Quincy, IL | $396K | 8 | 72.7% |
| #27 | Jamie Jesman | 1494322 | Earthmover Credit Union | 753847 | Oswego, IL | $445K | 8 | 72.7% |
| #27 | STACY JONES | 565711 | GreenState Credit Union | 401238 | Rockford, IL | $1.2M | 8 | 53.3% |
| #27 | Laurel Selvey | 744672 | The First National Bank & Trust Company | 422083 | Beloit, WI | $303K | 8 | 72.7% |
| #27 | Melissa Guerra | 226589 | loanDepot.com, LLC | 174457 | Lisle, IL | $2.2M | 8 | 19.5% |
| #27 | Julie Partain | 1877633 | Peoples National Bank, N.A. | 453047 | Dale, IL | $885K | 8 | 66.7% |
| #27 | Deanna Reid | 689945 | MLD Mortgage Inc. | 1019 | Morton, IL | $718K | 8 | 40.0% |
| #36 | Mike Ducey | 164279 | BankORION | 402792 | Moline, IL | $750K | 7 | 70.0% |
| #36 | David Nelson | 1718338 | New American Funding, LLC | 6606 | Champaign, IL | $785K | 7 | 50.0% |
| #36 | Jaimie Rosenthal | 1253864 | Central Bank Illinois | 579222 | Princeton, IL | $560K | 7 | 58.3% |
| #36 | Amy Young | 617466 | Community State Bank of Rock Falls | 480435 | Dixon, IL | $665K | 7 | 70.0% |
| #36 | Troy Harms | 757607 | Bank of Pontiac | 652300 | Pontiac, IL | $478K | 7 | 70.0% |
| #36 | Mitchell Wilson | 1718980 | Bank of Springfield | 402619 | Champaign, IL | $1.5M | 7 | 70.0% |
| #36 | Andrew Wetzler | 857963 | First National Bank of Waterloo | 420294 | Waterloo, IL | $2.5M | 7 | 70.0% |
| #36 | Kelli Keller | 882398 | Jersey State Bank | 616259 | Jerseyville, IL | $872K | 7 | 63.6% |
| #36 | Sandra McBride | 442097 | STREATOR ONIZED CREDIT UNION | 421974 | Streator, IL | $565K | 7 | 63.6% |
| #36 | Sondra Arentsen | 696800 | Community Bank of Trenton | 652605 | — | $2.4M | 7 | 70.0% |
| #46 | Eric White | 8622 | Fairway Independent Mortgage Corporation | 2289 | McKinney, TX | $385K | 6 | 33.3% |
| #46 | JAMES PETREIKIS | 383300 | FLANAGAN STATE BANK | 408461 | Peotone, IL | $730K | 6 | 42.9% |
| #46 | Amanda Geuns | 515536 | The Farmers National Bank of Prophetstown | 410857 | Prophetstown, IL | $175K | 6 | 40.0% |
| #46 | Dwayne Lopez | 426086 | CrossCountry Mortgage, LLC | 3029 | Oak Brook, IL | $1.6M | 6 | 37.5% |
| #46 | Jason Zimmer | 221641 | Parlay Mortgage & Property, Inc. | 218753 | Mokena, IL | $1.7M | 6 | 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 — Illinois (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/illinois/top-retention-by-units/2023
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