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 July 13, 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 67.9%
#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 60.0%
#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%
#8 Brian Huff 543388 Ruoff Mortgage Company, Inc. 141868 Anderson, IN $1.5M 13 44.8%
#8 Stacy Tevault 682323 LNB Community Bank 811379 Boonville, IN $919K 13 86.7%
#8 Sara Glass 763400 Owen County State Bank 518354 Spencer, IN $3.5M 13 86.7%
#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%
#13 Adam Fusselman 658008 The Bippus State Bank 631974 Huntington, IN $3.3M 12 27.3%
#13 Rex Betzner 452822 Logansport Savings Bank, FSB 451323 Logansport, IN $2.4M 12 100.0%
#13 Elizabeth McClellan 1962690 The Bippus State Bank 631974 — $2.4M 12 70.6%
#13 Michelle Smekens 277435 V.I.P. Mortgage, Inc. 145502 Fort Wayne, IN $4.8M 12 63.2%
#13 Crystal Wilson 137742 CME Lending Group LLC 1248883 Chesterton, IN $3.1M 12 52.2%
#13 RYAN EBERHARDT 260832 DIAMOND RESIDENTIAL MORTGAGE CORPORATION 186805 Valparaiso, IN $3.7M 12 38.7%
#19 Tammy Keeling 408800 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $655K 11 40.7%
#19 Jennifer Schawitsch 636202 First Farmers Bank & Trust Co. 478756 Terre Haute, IN $2.1M 11 91.7%
#19 Alyssa Jay 1683887 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $816K 11 42.3%
#19 Sherri Brock 1326499 Bedford Federal Savings Bank 402489 — $2.1M 11 55.0%
#19 ADAM NAGELE 1080977 HOOSIER HEARTLAND STATE BANK 463077 Crawfordsville, IN $1.6M 11 78.6%
#24 Tina Jackson 1488228 Owen County State Bank 518354 Spencer, IN $3.2M 10 66.7%
#24 Jeremy Flatter 555769 FORUM Credit Union 469848 Fishers, IN $1.3M 10 37.0%
#24 Jenny Rutledge 724686 Ruoff Mortgage Company, Inc. 141868 — $647K 10 50.0%
#24 Victoria Partaker 128886 First Merchants Bank 454552 Muncie, IN $946K 10 83.3%
#28 Brian Wieser 1576094 American Community Bank of Indiana 440104 Saint John, IN $3.0M 9 75.0%
#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 Jonathan McKinnies 226786 CrossCountry Mortgage, LLC 3029 Cleveland, OH $1.3M 9 52.9%
#28 Renee Miller 1897324 Three Rivers Federal Credit Union 556303 Richmond, IN $1.1M 9 64.3%
#33 David Peters 609852 Union Home Mortgage Corp. 2229 — $2.3M 8 61.5%
#33 Carla Fortson 756783 LIBERTY FEDERAL CREDIT UNION 518136 Newburgh, IN $1.1M 8 50.0%
#33 Jeffery Dicus 8289 Freedom Bank 407791 Dale, IN $1.6M 8 80.0%
#33 Michelle Hodges 1002077 LIBERTY FEDERAL CREDIT UNION 518136 Evansville, IN $336K 8 34.8%
#33 Mary Papenmeier 439440 LIBERTY FEDERAL CREDIT UNION 518136 — $742K 8 42.1%
#33 Ashley Ingram 1327713 Bedford Federal Savings Bank 402489 Bedford, IN $2.0M 8 66.7%
#33 Patricia Perez 443903 American Portfolio Mortgage Corporation 175656 Schererville, IN $1.5M 8 36.4%
#33 Katherine Thorpe 1162832 FARMERS & MERCHANTS STATE BANK, THE 407535 Monroe, IN $1.4M 8 57.1%
#33 Kelly Schulz 133836 1st Source Bank 645641 South Bend, IN $593K 8 61.5%
#33 Richard Ponder 439454 FIRE POLICE CITY COUNTY FEDERAL CREDIT UNION 441661 Fort Wayne, IN $745K 8 80.0%
#33 Janelle Berryhill 1106963 Union Home Mortgage Corp. 2229 Strongsville, OH $1.1M 8 61.5%
#33 Matthew Level 613939 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $818K 8 36.4%
#33 Kristy Mars 609725 Elements Financial Federal Credit Union 410639 Indianapolis, IN $1.8M 8 61.5%
#33 Amanda McKenzie 372937 First Community Mortgage, Inc. 629700 Portage, IN $784K 8 44.4%
#33 Mark Sackett 998324 FORUM Credit Union 469848 Fishers, IN $526K 8 50.0%
#48 Andrew Stephenson 1559911 JLB Corporation 114937 Saint Louis, MO $1.1M 7 46.7%
#48 Jeanette Davis 483249 Citizens State Bank of New Castle 135463 — $467K 7 70.0%
#48 Aaron Cashmer 8706 Mortgage Masters of Indiana, Inc. 126673 Evansville, IN $1.1M 7 29.2%

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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2023

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