Retention champions in Illinois 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 Edward Currie (U.S. Bank National Association, NMLS #523638), Katie Ottwell (Carrollton Bank, NMLS #891231), and Andrew Fridman (One Republic, Inc., NMLS #226033).
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 | Edward Currie | 523638 | U.S. Bank National Association | 402761 | Earth City, MO | $16.7M | 15 | 65.2% |
| #2 | Katie Ottwell | 891231 | Carrollton Bank | 719258 | Alton, IL | $6.1M | 18 | 75.0% |
| #3 | Andrew Fridman | 226033 | One Republic, Inc. | 258913 | Arlington Heights, IL | $6.0M | 13 | 100.0% |
| #4 | David Brozovich | 665420 | Grundy Bank | 433981 | Morris, IL | $3.7M | 26 | 86.7% |
| #5 | Alexander Margolin | 324574 | C&R Mortgage Corporation | 227317 | Deerfield, IL | $3.4M | 9 | 90.0% |
| #6 | john drivas | 227591 | Michigan State University Federal Credit Union | 405297 | East Lansing, MI | $3.3M | 5 | 45.5% |
| #7 | Jennifer Sawyer | 570104 | Carrollton Bank | 719258 | O Fallon, IL | $3.2M | 10 | 76.9% |
| #8 | Andy Pallissard | 767644 | National Bank of St.Anne | 421667 | Saint Anne, IL | $3.1M | 13 | 86.7% |
| #9 | Jocelyn Retz | 412688 | Old Second National Bank | 406097 | Yorkville, IL | $2.9M | 13 | 68.4% |
| #10 | Joseph LaGiglia | 703971 | North Shore Trust & Savings | 438265 | Waukegan, IL | $2.6M | 5 | 38.5% |
| #11 | JAKE CHUNG | 230706 | J & C Financial Inc | 245835 | Mount Prospect, IL | $2.5M | 8 | 66.7% |
| #12 | Sondra Arentsen | 696800 | Community Bank of Trenton | 652605 | — | $2.4M | 7 | 70.0% |
| #13 | Melissa Guerra | 226589 | loanDepot.com, LLC | 174457 | Lisle, IL | $2.2M | 8 | 19.5% |
| #14 | Daniel Cheek | 588986 | First National Bank in Pinckneyville | 586447 | Pinckneyville, IL | $2.2M | 17 | 54.8% |
| #15 | Megan Koehnke | 791002 | Peoples National Bank, N.A. | 453047 | Centralia, IL | $2.1M | 13 | 92.9% |
| #16 | Ross Tornabene | 225037 | Better Home Loans Inc. | 2551195 | South Barrington, IL | $2.1M | 5 | 31.3% |
| #17 | Anil Loomba | 222807 | Home Mortgage Solutions, Inc | 203169 | Leander, TX | $2.0M | 4 | 28.6% |
| #18 | Gene Walters | 204173 | HomeTrust Mortgage Corporation | 134317 | Schaumburg, IL | $1.9M | 5 | 33.3% |
| #19 | Joyce Hoene | 433874 | Dieterich Bank | 408244 | Effingham, IL | $1.9M | 11 | 84.6% |
| #20 | Whitney Valdivia | 1789641 | Grundy Bank | 433981 | Morris, IL | $1.8M | 15 | 68.2% |
| #21 | Sharbel Shamoon | 218880 | Guaranteed Rate, Inc. | 2611 | Chicago, IL | $1.8M | 4 | 36.4% |
| #22 | Jason Zimmer | 221641 | Parlay Mortgage & Property, Inc. | 218753 | Lockport, IL | $1.7M | 6 | 50.0% |
| #23 | Ryan O'Malley | 484450 | CME Lending Group LLC | 1248883 | Chesterton, IN | $1.6M | 4 | 40.0% |
| #24 | Benjamin Milam | 191897 | Guaranteed Rate, Inc. | 2611 | Mount Pleasant, SC | $1.6M | 5 | 33.3% |
| #25 | Dwayne Lopez | 426086 | Guild Mortgage Company LLC | 3274 | Oswego, IL | $1.6M | 6 | 37.5% |
| #26 | Beth Ashby | 649794 | Peoples National Bank, N.A. | 453047 | — | $1.6M | 8 | 66.7% |
| #27 | Stephen Lacefield | 1399315 | Carrollton Bank | 719258 | Edwardsville, IL | $1.6M | 9 | 69.2% |
| #28 | Robert Grindle | 462766 | FIRST MID BANK & TRUST, NATIONAL ASSOCIATION | 411170 | Rockford, IL | $1.5M | 4 | 33.3% |
| #29 | Scott Halvorsen | 223854 | Fairway Independent Mortgage Corporation | 2289 | Naperville, IL | $1.5M | 5 | 38.5% |
| #30 | Mitchell Wilson | 1718980 | Bank of Springfield | 402619 | Champaign, IL | $1.5M | 7 | 70.0% |
| #31 | Eric Nunnally | 226519 | M/I Financial, LLC | 50684 | Naperville, IL | $1.4M | 4 | 25.0% |
| #32 | Kelsey Goeckner | 1243811 | Dieterich Bank | 408244 | — | $1.3M | 10 | 90.9% |
| #33 | IANI VARGA | 233153 | DIMENSION MORTGAGE CORP. | 803635 | Wilmette, IL | $1.3M | 4 | 26.7% |
| #34 | Shanna Fisher | 779290 | Longview Bank | 429909 | Tilton, IL | $1.3M | 10 | 76.9% |
| #35 | Timothy Brigham | 270935 | Union Home Mortgage Corp. | 2229 | Schaumburg, IL | $1.3M | 4 | 30.8% |
| #36 | Joseph Grant | 644380 | National Bank of St.Anne | 421667 | Saint Anne, IL | $1.2M | 9 | 81.8% |
| #37 | STACY JONES | 565711 | GreenState Credit Union | 401238 | Rockford, IL | $1.2M | 8 | 53.3% |
| #38 | Joshua Jones | 588201 | loanDepot.com, LLC | 174457 | Park Ridge, IL | $1.2M | 3 | 21.4% |
| #39 | Suzanne Merkendorfer-Fonda | 193084 | loanDepot.com, LLC | 174457 | — | $1.1M | 2 | 18.2% |
| #40 | zhu chen | 222169 | HOMELAND MORTGAGE COMPANY | 253722 | Westmont, IL | $1.1M | 3 | 30.0% |
| #41 | Angelo Lurgio | 755870 | Barrington Bank & Trust Company N.A. | 449042 | Frankfort, IL | $1.1M | 6 | 46.2% |
| #42 | Roland Gomez | 133724 | CrossCountry Mortgage, LLC | 3029 | Orland Park, IL | $1.1M | 4 | 30.8% |
| #43 | Chris Holdenrid | 461073 | First State Bank | 431475 | Mendota, IL | $1.0M | 10 | 71.4% |
| #44 | Anthony Perri | 274824 | Ixonia Bank | 423065 | Brookfield, WI | $1.0M | 4 | 26.7% |
| #45 | Paul Scherer | 402880 | Morton Community Bank | 422122 | Pekin, IL | $1.0M | 15 | 83.3% |
| #46 | Samuel Sharp | 224518 | CrossCountry Mortgage, LLC | 3029 | Chicago, IL | $1.0M | 2 | 15.4% |
| #47 | STEVEN SIWINSKI | 193794 | CrossCountry Mortgage, LLC | 3029 | Chicago, IL | $1.0M | 2 | 8.3% |
| #48 | Nicholas Morse | 190928 | Guaranteed Rate, Inc. | 2611 | Naperville, IL | $1.0M | 3 | 30.0% |
| #49 | Jessica Rielly | 607876 | Envoy Mortgage Ltd | 6666 | Roscoe, IL | $1.0M | 5 | 45.5% |
| #50 | Tracey Naughton | 560139 | CrossCountry Mortgage, LLC | 3029 | Chicago, IL | $1000K | 4 | 30.8% |
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 — Illinois (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/illinois/top-retention-by-volume/2023
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