Retention Champions by Loan Count — Indiana (2023)

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 May 28, 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.

Retention Champions by Loan Count — Indiana (2023) — top 50
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 $973K 17 77.3%
#4 Shelly Manzenberger 1756239 Bedford Federal Savings Bank 402489 Bedford, IN $3.0M 16 69.6%
#4 Alana Foster 1326520 Bedford Federal Savings Bank 402489 Bedford, IN $3.4M 16 55.2%
#6 Michelle Adrian 1014947 FORUM Credit Union 469848 Fishers, IN $3.0M 15 60.0%
#7 Logan Hainley 1840636 Heartland Mortgage Team Corp 2556257 Bargersville, IN $3.1M 14 70.0%
#8 Sara Glass 763400 Owen County State Bank 518354 Spencer, IN $3.5M 13 86.7%
#8 Stacy Tevault 682323 LNB Community Bank 811379 Boonville, IN $919K 13 81.3%
#8 Jeremy Webster 743640 CentreBank 411344 Veedersburg, IN $2.6M 13 86.7%
#8 Chris Oliver 232593 Grant County State Bank 402154 — $957K 13 81.3%
#8 Brian Huff 543388 Ruoff Mortgage Company, Inc. 141868 Anderson, IN $1.5M 13 44.8%
#13 Crystal Wilson 137742 CME Lending Group LLC 1248883 Chesterton, IN $3.1M 12 52.2%
#13 Michelle Smekens 277435 V.I.P. Mortgage, Inc. 145502 Fort Wayne, IN $4.8M 12 63.2%
#13 RYAN EBERHARDT 260832 DIAMOND RESIDENTIAL MORTGAGE CORPORATION 186805 Valparaiso, IN $3.7M 12 40.0%
#13 Elizabeth McClellan 1962690 The Bippus State Bank 631974 — $2.4M 12 70.6%
#17 Adam Fusselman 658008 The Bippus State Bank 631974 Huntington, IN $3.2M 11 25.6%
#17 ADAM NAGELE 1080977 HOOSIER HEARTLAND STATE BANK 463077 Crawfordsville, IN $1.6M 11 78.6%
#17 Rex Betzner 452822 Logansport Savings Bank, FSB 451323 Logansport, IN $2.4M 11 100.0%
#17 Sherri Brock 1326499 Bedford Federal Savings Bank 402489 — $2.1M 11 57.9%
#17 Jennifer Schawitsch 636202 First Farmers Bank & Trust Co. 478756 Terre Haute, IN $2.1M 11 91.7%
#17 Alyssa Jay 1683887 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $816K 11 42.3%
#17 Tammy Keeling 408800 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $655K 11 40.7%
#24 Jenny Rutledge 724686 Ruoff Mortgage Company, Inc. 141868 Fort Wayne, IN $647K 10 50.0%
#24 Victoria Partaker 128886 First Merchants Bank 454552 Muncie, IN $946K 10 83.3%
#24 Jeremy Flatter 555769 FORUM Credit Union 469848 Fishers, IN $1.3M 10 37.0%
#24 Tina Jackson 1488228 Owen County State Bank 518354 Spencer, IN $3.2M 10 66.7%
#28 Brian Wieser 1576094 American Community Bank of Indiana 440104 Saint John, IN $3.0M 9 75.0%
#28 Mary Papenmeier 439440 LIBERTY FEDERAL CREDIT UNION 518136 — $752K 9 45.0%
#28 Jonathan McKinnies 226786 CrossCountry Mortgage, LLC 3029 Cleveland, OH $1.3M 9 52.9%
#28 Patrick Kinder 277042 Fairway Independent Mortgage Corporation 2289 Fort Wayne, IN $2.4M 9 56.3%
#28 William Losh 555765 FORUM Credit Union 469848 Fishers, IN $937K 9 30.0%
#28 Renee Miller 1897324 Three Rivers Federal Credit Union 556303 Richmond, IN $1.1M 9 64.3%
#34 Carla Fortson 756783 LIBERTY FEDERAL CREDIT UNION 518136 Newburgh, IN $1.1M 8 50.0%
#34 Ashley Ingram 1327713 Bedford Federal Savings Bank 402489 Bedford, IN $2.0M 8 66.7%
#34 Richard Ponder 439454 FIRE POLICE CITY COUNTY FEDERAL CREDIT UNION 441661 Fort Wayne, IN $745K 8 80.0%
#34 Katherine Thorpe 1162832 FARMERS & MERCHANTS STATE BANK, THE 407535 Monroe, IN $1.4M 8 61.5%
#34 Michelle Hodges 1002077 LIBERTY FEDERAL CREDIT UNION 518136 Evansville, IN $336K 8 34.8%
#34 Kristy Mars 609725 Elements Financial Federal Credit Union 410639 Indianapolis, IN $1.8M 8 61.5%
#34 Kelly Schulz 133836 1st Source Bank 645641 South Bend, IN $593K 8 61.5%
#34 Amanda McKenzie 372937 First Community Mortgage, Inc. 629700 Portage, IN $784K 8 44.4%
#34 Janelle Berryhill 1106963 Union Home Mortgage Corp. 2229 Strongsville, OH $1.1M 8 61.5%
#34 David Peters 609852 Union Home Mortgage Corp. 2229 — $2.3M 8 61.5%
#34 Jeffery Dicus 8289 Freedom Bank 407791 Dale, IN $1.6M 8 80.0%
#34 Mark Sackett 998324 FORUM Credit Union 469848 Fishers, IN $526K 8 50.0%
#34 Matthew Level 613939 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $818K 8 36.4%
#34 Patricia Perez 443903 American Portfolio Mortgage Corporation 175656 Schererville, IN $1.5M 8 38.1%
#48 JUDY HEFLIN 413260 FARMERS & MERCHANTS STATE BANK, THE 407535 Berne, IN $1.4M 7 58.3%
#48 Bethanna Beatty 746252 First Financial Bank 619717 Richmond, IN $372K 7 46.7%
#48 Michelle Jacinto 209470 Direct Mortgage Loans, LLC 832799 Saint John, IN $1.3M 7 11.9%

Frequently asked

Who is the top mortgage loan officer for borrower retention in Indiana in 2023?
Mark Barclay (LNB Community Bank, NMLS #812412) ranks #1 in Indiana in 2023 with 24 closed loans based on MMI's public-record mortgage dataset.
Who are the top mortgage loan officers in Indiana in 2023?
1. Mark Barclay (LNB Community Bank); 2. Julia Moore (First Federal Savings Bank); 3. Carla Williams (FIRST FEDERAL SAVINGS BANK). The full ranking continues on this page, sourced from MMI's public-record mortgage dataset.

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About this data

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.

Read the full methodology

Cite this page

TopMortgageOriginators.com. Retention Champions by Loan Count — Indiana (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2023

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