Retention champions in Indiana in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Mark Barclay (LNB Community Bank, NMLS #812412), Julia Moore (First Federal Savings Bank, NMLS #399947), and Carla Williams (FIRST FEDERAL SAVINGS BANK, NMLS #217056).
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 | Mark Barclay | 812412 | LNB Community Bank | 811379 | Boonville, IN | $2.8M | 24 | 88.9% |
| #2 | Julia Moore | 399947 | First Federal Savings Bank | 399927 | Rochester, IN | $1.5M | 19 | 65.5% |
| #3 | Carla Williams | 217056 | FIRST FEDERAL SAVINGS BANK | 407787 | Huntington, IN | $989K | 18 | 78.3% |
| #4 | Shelly Manzenberger | 1756239 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $3.0M | 16 | 69.6% |
| #5 | Michelle Adrian | 1014947 | FORUM Credit Union | 469848 | Fishers, IN | $3.0M | 15 | 57.7% |
| #5 | Alana Foster | 1326520 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $3.2M | 15 | 53.6% |
| #7 | Logan Hainley | 1840636 | Heartland Mortgage Team Corp | 2556257 | Greenwood, IN | $3.1M | 14 | 70.0% |
| #7 | Stacy Tevault | 682323 | LNB Community Bank | 811379 | Boonville, IN | $957K | 14 | 87.5% |
| #9 | Sara Glass | 763400 | Owen County State Bank | 518354 | Spencer, IN | $3.5M | 13 | 86.7% |
| #9 | Chris Oliver | 232593 | Grant County State Bank | 402154 | — | $957K | 13 | 81.3% |
| #9 | Jeremy Webster | 743640 | CentreBank | 411344 | Veedersburg, IN | $2.6M | 13 | 86.7% |
| #9 | Brian Huff | 543388 | Ruoff Mortgage Company, Inc. | 141868 | Anderson, IN | $1.5M | 13 | 44.8% |
| #13 | Jennifer Schawitsch | 636202 | First Farmers Bank & Trust Co. | 478756 | Terre Haute, IN | $2.4M | 12 | 92.3% |
| #13 | RYAN EBERHARDT | 260832 | DIAMOND RESIDENTIAL MORTGAGE CORPORATION | 186805 | Valparaiso, IN | $3.7M | 12 | 38.7% |
| #13 | Elizabeth McClellan | 1962690 | The Bippus State Bank | 631974 | — | $2.4M | 12 | 70.6% |
| #13 | Crystal Wilson | 137742 | CME Lending Group LLC | 1248883 | Chesterton, IN | $3.1M | 12 | 52.2% |
| #13 | Rex Betzner | 452822 | Logansport Savings Bank, FSB | 451323 | Logansport, IN | $2.4M | 12 | 100.0% |
| #13 | Michelle Smekens | 277435 | V.I.P. Mortgage, Inc. | 145502 | Fort Wayne, IN | $4.8M | 12 | 63.2% |
| #13 | ADAM NAGELE | 1080977 | HOOSIER HEARTLAND STATE BANK | 463077 | Crawfordsville, IN | $1.7M | 12 | 80.0% |
| #20 | Tammy Keeling | 408800 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $655K | 11 | 40.7% |
| #20 | Adam Fusselman | 658008 | The Bippus State Bank | 631974 | Huntington, IN | $3.2M | 11 | 25.6% |
| #20 | Sherri Brock | 1326499 | Bedford Federal Savings Bank | 402489 | — | $2.1M | 11 | 55.0% |
| #20 | Alyssa Jay | 1683887 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $816K | 11 | 42.3% |
| #24 | Amanda Stroup | 1113879 | FIRST FEDERAL SAVINGS BANK | 407787 | Huntington, IN | $2.1M | 10 | 90.9% |
| #24 | Jeremy Flatter | 555769 | FORUM Credit Union | 469848 | Fishers, IN | $1.3M | 10 | 35.7% |
| #24 | Jenny Rutledge | 724686 | Ruoff Mortgage Company, Inc. | 141868 | Crawfordsville, IN | $647K | 10 | 50.0% |
| #24 | Victoria Partaker | 128886 | First Merchants Bank | 454552 | Muncie, IN | $946K | 10 | 83.3% |
| #24 | Tina Jackson | 1488228 | Owen County State Bank | 518354 | Spencer, IN | $3.2M | 10 | 66.7% |
| #29 | Patrick Kinder | 277042 | Fairway Independent Mortgage Corporation | 2289 | Fort Wayne, IN | $2.4M | 9 | 56.3% |
| #29 | Renee Miller | 1897324 | Three Rivers Federal Credit Union | 556303 | Richmond, IN | $1.1M | 9 | 64.3% |
| #29 | William Losh | 555765 | FORUM Credit Union | 469848 | Fishers, IN | $937K | 9 | 29.0% |
| #29 | Jonathan McKinnies | 226786 | CrossCountry Mortgage, LLC | 3029 | Cleveland, OH | $1.3M | 9 | 52.9% |
| #29 | Brian Wieser | 1576094 | American Community Bank of Indiana | 440104 | Saint John, IN | $3.0M | 9 | 75.0% |
| #29 | Jeffery Dicus | 8289 | Freedom Bank | 407791 | Dale, IN | $1.6M | 9 | 90.0% |
| #35 | Mark Sackett | 998324 | FORUM Credit Union | 469848 | Fishers, IN | $526K | 8 | 50.0% |
| #35 | Michelle Hodges | 1002077 | LIBERTY FEDERAL CREDIT UNION | 518136 | Evansville, IN | $336K | 8 | 34.8% |
| #35 | Richard Ponder | 439454 | FIRE POLICE CITY COUNTY FEDERAL CREDIT UNION | 441661 | Fort Wayne, IN | $745K | 8 | 80.0% |
| #35 | David Peters | 609852 | Union Home Mortgage Corp. | 2229 | — | $2.3M | 8 | 61.5% |
| #35 | Matthew Level | 613939 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $818K | 8 | 36.4% |
| #35 | Mary Papenmeier | 439440 | LIBERTY FEDERAL CREDIT UNION | 518136 | — | $742K | 8 | 42.1% |
| #35 | Ashley Ingram | 1327713 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $2.0M | 8 | 66.7% |
| #35 | Kelly Schulz | 133836 | 1st Source Bank | 645641 | South Bend, IN | $593K | 8 | 61.5% |
| #35 | Carla Fortson | 756783 | LIBERTY FEDERAL CREDIT UNION | 518136 | Newburgh, IN | $1.1M | 8 | 50.0% |
| #35 | Janelle Berryhill | 1106963 | Union Home Mortgage Corp. | 2229 | Strongsville, OH | $1.1M | 8 | 61.5% |
| #35 | Katherine Thorpe | 1162832 | FARMERS & MERCHANTS STATE BANK, THE | 407535 | Monroe, IN | $1.4M | 8 | 57.1% |
| #35 | Amanda McKenzie | 372937 | First Community Mortgage, Inc. | 629700 | Portage, IN | $784K | 8 | 44.4% |
| #35 | Patricia Perez | 443903 | American Portfolio Mortgage Corporation | 175656 | Schererville, IN | $1.5M | 8 | 36.4% |
| #35 | Kristy Mars | 609725 | Elements Financial Federal Credit Union | 410639 | Indianapolis, IN | $1.8M | 8 | 61.5% |
| #49 | Sherry Covault | 797136 | CentreBank | 411344 | Veedersburg, IN | $440K | 7 | 63.6% |
| #49 | Christopher Kerr | 143199 | Elements Financial Federal Credit Union | 410639 | Indianapolis, IN | $510K | 7 | 53.8% |
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 Loan Count — Indiana (2023). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2023
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