Retention champions in Indiana in 2024, 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 Chris Oliver (Grant County State Bank, NMLS #232593), Mark Barclay (LNB Community Bank, NMLS #812412), and Matthew Davis (Union Home Mortgage Corp., NMLS #525371).
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 | Chris Oliver | 232593 | Grant County State Bank | 402154 | — | $1.6M | 31 | 68.9% |
| #2 | Mark Barclay | 812412 | LNB Community Bank | 811379 | Boonville, IN | $4.0M | 28 | 70.0% |
| #3 | Matthew Davis | 525371 | Union Home Mortgage Corp. | 2229 | Indianapolis, IN | $9.9M | 25 | 41.0% |
| #4 | Thomas Faille | 543277 | Ixonia Bank | 423065 | Brookfield, WI | $5.8M | 24 | 55.8% |
| #5 | Tyler Cartmel | 7540 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | — | $5.7M | 23 | 44.2% |
| #5 | Michelle Adrian | 1014947 | FORUM Credit Union | 469848 | Fishers, IN | $5.4M | 23 | 51.1% |
| #7 | M Nicholson | 740373 | Grant County State Bank | 402154 | Swayzee, IN | $4.5M | 22 | 71.0% |
| #7 | Ashley Ingram | 1327713 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $5.8M | 22 | 81.5% |
| #7 | Shelly Manzenberger | 1756239 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $2.3M | 22 | 59.5% |
| #10 | Jeffrey Markovich | 134633 | CME Lending Group LLC | 1248883 | Merrillville, IN | $5.8M | 20 | 66.7% |
| #11 | Carrie Johnston | 60874 | Winterwood Mortgage Group, LLC | 122171 | Greenwood, IN | $5.5M | 19 | 50.0% |
| #11 | Crystal Wilson | 137742 | CME Lending Group LLC | 1248883 | Chesterton, IN | $4.5M | 19 | 73.1% |
| #11 | CATHERINE STRAWN | 132721 | GVC Mortgage, Inc. | 2334 | Pendleton, IN | $8.0M | 19 | 73.1% |
| #11 | Austin Smith | 262571 | Fairway Independent Mortgage Corporation | 2289 | Greenwood, IN | $4.9M | 19 | 45.2% |
| #15 | Jeremy Flatter | 555769 | FORUM Credit Union | 469848 | Fishers, IN | $3.6M | 18 | 58.1% |
| #15 | Carla Williams | 217056 | FIRST FEDERAL SAVINGS BANK | 407787 | Huntington, IN | $1.6M | 18 | 72.0% |
| #17 | Kyle Law | 144712 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $3.7M | 17 | 47.2% |
| #17 | Ryan Baumann | 664555 | Union Savings Bank | 446047 | Greenwood, IN | $5.0M | 17 | 73.9% |
| #17 | Jennifer Schawitsch | 636202 | First Farmers Bank & Trust Co. | 478756 | Terre Haute, IN | $3.7M | 17 | 70.8% |
| #20 | Stephen Hostetter | 454468 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $4.9M | 16 | 53.3% |
| #20 | RYAN EBERHARDT | 260832 | DIAMOND RESIDENTIAL MORTGAGE CORPORATION | 186805 | Valparaiso, IN | $5.4M | 16 | 27.1% |
| #20 | Alana Foster | 1326520 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $3.6M | 16 | 51.6% |
| #23 | Tracy Harding | 172796 | MJW Financial LLC | 199907 | Indianapolis, IN | $5.1M | 15 | 62.5% |
| #23 | Tiffany McIntosh | 414040 | Fifth Third Bank, National Association | 403245 | Fort Wayne, IN | $4.3M | 15 | 45.5% |
| #25 | William Losh | 555765 | FORUM Credit Union | 469848 | Fishers, IN | $3.4M | 14 | 46.7% |
| #25 | Adam Fusselman | 658008 | The Bippus State Bank | 631974 | Huntington, IN | $4.1M | 14 | 29.2% |
| #25 | Michelle Jacinto | 209470 | Direct Mortgage Loans, LLC | 832799 | Saint John, IN | $3.1M | 14 | 19.4% |
| #25 | JASON WARNER | 908368 | Patriot Mortgage Group, LLC | 2495728 | Westfield, IN | $3.6M | 14 | 66.7% |
| #29 | Teresa Dahlgren | 724674 | Everwise Credit Union | 686706 | Granger, IN | $1.0M | 13 | 41.9% |
| #29 | Jeff Busselberg | 129511 | Diamond Mortgage, LLC | 115911 | McCordsville, IN | $4.4M | 13 | 86.7% |
| #29 | Rex Betzner | 452822 | Logansport Savings Bank, FSB | 451323 | Logansport, IN | $3.9M | 13 | 76.5% |
| #29 | Bethanna Beatty | 746252 | First Financial Bank | 619717 | Richmond, IN | $625K | 13 | 50.0% |
| #29 | Renee Miller | 1897324 | Three Rivers Federal Credit Union | 556303 | Richmond, IN | $1.1M | 13 | 52.0% |
| #29 | Amanda Stroup | 1113879 | FIRST FEDERAL SAVINGS BANK | 407787 | Huntington, IN | $2.2M | 13 | 72.2% |
| #29 | Nicholas Boucher | 1064332 | Ruoff Mortgage Company, Inc. | 141868 | Fort Wayne, IN | $2.4M | 13 | 36.1% |
| #29 | Laurie Tatich | 279989 | Cardinal Financial Company, Limited Partnership | 66247 | Goshen, IN | $2.1M | 13 | 61.9% |
| #29 | Tammy Keeling | 408800 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $1.3M | 13 | 48.1% |
| #38 | Jacob Kersey | 1085321 | MJW Financial LLC | 199907 | Indianapolis, IN | $4.9M | 12 | 44.4% |
| #38 | Stephen Wagoner | 555772 | FORUM Credit Union | 469848 | Fishers, IN | $2.1M | 12 | 75.0% |
| #38 | Brian Brent | 368334 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $2.3M | 12 | 30.8% |
| #38 | Jason Everette | 1208653 | CMG Mortgage, Inc. | 1820 | West Lafayette, IN | $3.0M | 12 | 37.5% |
| #38 | Jason Burke | 654849 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $882K | 12 | 80.0% |
| #38 | Larry Dickey | 163931 | Ruoff Mortgage Company, Inc. | 141868 | Fort Wayne, IN | $2.8M | 12 | 28.6% |
| #38 | Alyssa Jay | 1683887 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $2.1M | 12 | 31.6% |
| #38 | Richard Davis | 1866591 | Sullivan Home Loans, LLC | 2539836 | Bedford, IN | $2.8M | 12 | 38.7% |
| #38 | Kyle O'Keefe | 158077 | CrossCountry Mortgage, LLC | 3029 | Fishers, IN | $4.0M | 12 | 54.5% |
| #38 | Jake Heard | 1564241 | First Farmers Bank & Trust Co. | 478756 | Tipton, IN | $4.3M | 12 | 80.0% |
| #38 | Moises Uribe | 1177708 | Geneva Financial, LLC | 42056 | Fort Wayne, IN | $2.1M | 12 | 52.2% |
| #38 | Jeffery Iseminger | 441781 | Community State Bank | 593742 | Brook, IN | $3.4M | 12 | 75.0% |
| #50 | CHRISTINE COOLEY | 438555 | Fifth Third Bank, National Association | 403245 | Fishers, IN | $7.5M | 11 | 61.1% |
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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2024
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