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 October 11, 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 $989K 18 78.3%
#4 Stacy Tevault 682323 LNB Community Bank 811379 Boonville, IN $983K 15 83.3%
#4 Alana Foster 1326520 Bedford Federal Savings Bank 402489 Bedford, IN $3.2M 15 53.6%
#4 Shelly Manzenberger 1756239 Bedford Federal Savings Bank 402489 Bedford, IN $2.6M 15 68.2%
#4 Michelle Adrian 1014947 FORUM Credit Union 469848 Fishers, IN $3.0M 15 57.7%
#8 Logan Hainley 1840636 Heartland Mortgage Team Corp 2556257 Greenwood, IN $3.1M 14 70.0%
#9 Chris Oliver 232593 Grant County State Bank 402154 — $957K 13 81.3%
#9 Brian Huff 543388 Ruoff Mortgage Company, Inc. 141868 Anderson, IN $1.5M 13 44.8%
#9 Sara Glass 763400 Owen County State Bank 518354 Spencer, IN $3.5M 13 86.7%
#12 Jennifer Schawitsch 636202 First Farmers Bank & Trust Co. 478756 Terre Haute, IN $2.4M 12 92.3%
#12 Michelle Smekens 277435 V.I.P. Mortgage, Inc. 145502 Fort Wayne, IN $4.8M 12 63.2%
#12 Crystal Wilson 137742 CME Lending Group LLC 1248883 Chesterton, IN $3.1M 12 52.2%
#12 Rex Betzner 452822 Logansport Savings Bank, FSB 451323 Logansport, IN $2.4M 12 100.0%
#12 RYAN EBERHARDT 260832 DIAMOND RESIDENTIAL MORTGAGE CORPORATION 186805 Valparaiso, IN $3.7M 12 38.7%
#12 Jeremy Webster 743640 CentreBank 411344 Veedersburg, IN $2.3M 12 85.7%
#12 Elizabeth McClellan 1962690 The Bippus State Bank 631974 — $2.4M 12 70.6%
#19 Alyssa Jay 1683887 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $816K 11 37.9%
#19 Sherri Brock 1326499 Bedford Federal Savings Bank 402489 — $2.1M 11 55.0%
#19 Adam Fusselman 658008 The Bippus State Bank 631974 Huntington, IN $3.2M 11 25.0%
#19 Tammy Keeling 408800 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $655K 11 37.9%
#19 ADAM NAGELE 1080977 HOOSIER HEARTLAND STATE BANK 463077 Crawfordsville, IN $1.6M 11 78.6%
#24 Jeffery Dicus 8289 Freedom Bank 407791 Dale, IN $1.7M 10 90.9%
#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%
#24 Jeremy Flatter 555769 FORUM Credit Union 469848 Fishers, IN $1.3M 10 35.7%
#29 Mary Papenmeier 439440 LIBERTY FEDERAL CREDIT UNION 518136 — $752K 9 45.0%
#29 Renee Miller 1897324 Three Rivers Federal Credit Union 556303 Richmond, IN $1.1M 9 52.9%
#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 Patrick Kinder 277042 Fairway Independent Mortgage Corporation 2289 Fort Wayne, IN $2.4M 9 56.3%
#35 Kristy Mars 609725 Elements Financial Federal Credit Union 410639 Indianapolis, IN $1.8M 8 61.5%
#35 Richard Ponder 439454 FIRE POLICE CITY COUNTY FEDERAL CREDIT UNION 441661 Fort Wayne, IN $745K 8 80.0%
#35 Matthew Level 613939 Three Rivers Federal Credit Union 556303 Fort Wayne, IN $818K 8 38.1%
#35 David Peters 609852 Union Home Mortgage Corp. 2229 Indianapolis, IN $2.3M 8 61.5%
#35 Ashley Ingram 1327713 Bedford Federal Savings Bank 402489 Bedford, IN $2.0M 8 66.7%
#35 Mark Sackett 998324 FORUM Credit Union 469848 Fishers, IN $526K 8 50.0%
#35 Patricia Perez 443903 American Portfolio Mortgage Corporation 175656 Schererville, IN $1.5M 8 36.4%
#35 Janelle Berryhill 1106963 Union Home Mortgage Corp. 2229 Strongsville, OH $1.1M 8 61.5%
#35 Kelly Schulz 133836 1st Source Bank 645641 South Bend, IN $593K 8 61.5%
#35 Katherine Thorpe 1162832 FARMERS & MERCHANTS STATE BANK, THE 407535 Monroe, IN $1.4M 8 57.1%
#35 Michelle Hodges 1002077 LIBERTY FEDERAL CREDIT UNION 518136 Evansville, IN $336K 8 34.8%
#35 Amanda McKenzie 372937 First Community Mortgage, Inc. 629700 Portage, IN $784K 8 44.4%
#47 Christopher Kerr 143199 Elements Financial Federal Credit Union 410639 Indianapolis, IN $510K 7 53.8%
#47 JUDY HEFLIN 413260 FARMERS & MERCHANTS STATE BANK, THE 407535 Berne, IN $1.4M 7 58.3%
#47 Carla Fortson 756783 LIBERTY FEDERAL CREDIT UNION 518136 Newburgh, IN $1.0M 7 46.7%
#47 Michelle Jacinto 209470 Direct Mortgage Loans, LLC 832799 Saint John, IN $1.3M 7 11.7%

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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2023

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