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 October 11, 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 | Whitney Valdivia | 1789641 | Grundy Bank | 433981 | Morris, IL | $1.9M | 16 | 69.6% |
| #4 | Rhonda Graves | 1741016 | Rock Valley Credit Union | 597779 | Machesney Park, IL | $1.0M | 16 | 88.9% |
| #6 | Edward Currie | 523638 | U.S. Bank National Association | 402761 | Earth City, MO | $16.7M | 15 | 65.2% |
| #7 | Paul Scherer | 402880 | Morton Community Bank | 422122 | Pekin, IL | $968K | 14 | 82.4% |
| #7 | Jocelyn Retz | 412688 | Old Second National Bank | 406097 | Yorkville, IL | $3.1M | 14 | 73.7% |
| #9 | Megan Koehnke | 791002 | Peoples National Bank, N.A. | 453047 | Centralia, IL | $2.1M | 13 | 92.9% |
| #9 | Andy Pallissard | 767644 | National Bank of St.Anne | 421667 | Saint Anne, IL | $3.1M | 13 | 86.7% |
| #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 | Taylor Abney | 1620039 | Farmers State Bank of Alto Pass, ILL | 410307 | Harrisburg, IL | $834K | 10 | 90.9% |
| #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 | Joyce Hoene | 433874 | Dieterich Bank | 408244 | Effingham, IL | $1.3M | 10 | 83.3% |
| #13 | BARBARA FREDERICK | 607991 | Community State Bank of Rock Falls | 480435 | Morrison, IL | $409K | 10 | 83.3% |
| #19 | Bridget Sczepanik | 230690 | Illinois State Credit Union | 571095 | Normal, IL | $930K | 9 | 33.3% |
| #19 | Rebecca Lee | 1920373 | Bank of Pontiac | 652300 | Pontiac, IL | $848K | 9 | 81.8% |
| #19 | Stephen Lacefield | 1399315 | Carrollton Bank | 719258 | Edwardsville, IL | $1.6M | 9 | 69.2% |
| #19 | Alexander Margolin | 324574 | C&R Mortgage Corporation | 227317 | Deerfield, IL | $3.4M | 9 | 90.0% |
| #19 | Joseph Grant | 644380 | National Bank of St.Anne | 421667 | Saint Anne, IL | $1.2M | 9 | 81.8% |
| #19 | Lisa Stambaugh | 1187847 | The First National Bank of Arenzville | 416621 | South Jacksonville, IL | $766K | 9 | 90.0% |
| #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% |
| #27 | Melissa Guerra | 226589 | loanDepot.com, LLC | 174457 | Lisle, IL | $2.2M | 8 | 19.5% |
| #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 | Andrew Wetzler | 857963 | First National Bank of Waterloo | 420294 | Waterloo, IL | $2.8M | 8 | 80.0% |
| #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 | Jamie Jesman | 1494322 | Earthmover Credit Union | 753847 | Oswego, IL | $445K | 8 | 72.7% |
| #27 | Julie Partain | 1877633 | Peoples National Bank, N.A. | 453047 | Dale, IL | $885K | 8 | 66.7% |
| #27 | Shelley Miller | 402884 | United Community Bank | 571147 | Quincy, IL | $396K | 8 | 72.7% |
| #36 | Sondra Arentsen | 696800 | Community Bank of Trenton | 652605 | — | $2.4M | 7 | 70.0% |
| #36 | Mike Ducey | 164279 | BankORION | 402792 | Moline, IL | $750K | 7 | 70.0% |
| #36 | Troy Harms | 757607 | Bank of Pontiac | 652300 | Pontiac, IL | $478K | 7 | 70.0% |
| #36 | Amy Young | 617466 | Community State Bank of Rock Falls | 480435 | Dixon, IL | $665K | 7 | 70.0% |
| #36 | Kelli Keller | 882398 | Jersey State Bank | 616259 | Jerseyville, IL | $872K | 7 | 63.6% |
| #36 | Mitchell Wilson | 1718980 | Bank of Springfield | 402619 | Champaign, IL | $1.5M | 7 | 70.0% |
| #36 | Jaimie Rosenthal | 1253864 | Central Bank Illinois | 579222 | Princeton, IL | $560K | 7 | 58.3% |
| #36 | Deanna Reid | 689945 | MLD Mortgage Inc. | 1019 | Morton, IL | $576K | 7 | 36.8% |
| #36 | Sandra McBride | 442097 | STREATOR ONIZED CREDIT UNION | 421974 | Streator, IL | $565K | 7 | 63.6% |
| #36 | David Nelson | 1718338 | New American Funding, LLC | 6606 | Champaign, IL | $785K | 7 | 50.0% |
| #46 | Angelo Lurgio | 755870 | Barrington Bank & Trust Company N.A. | 449042 | Frankfort, IL | $1.1M | 6 | 46.2% |
| #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 | Eric White | 8622 | Fairway Independent Mortgage Corporation | 2289 | McKinney, TX | $385K | 6 | 31.6% |
| #46 | Dwayne Lopez | 426086 | CrossCountry Mortgage, LLC | 3029 | Oak Brook, IL | $1.6M | 6 | 37.5% |
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 Loan Count — Illinois (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/illinois/top-retention-by-units/2023
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