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 May 28, 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 | $3.5M | 27 | 71.1% |
| #3 | Matthew Davis | 525371 | Union Home Mortgage Corp. | 2229 | Indianapolis, IN | $9.9M | 25 | 41.7% |
| #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% |
| #6 | Ashley Ingram | 1327713 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $5.8M | 22 | 81.5% |
| #6 | Michelle Adrian | 1014947 | FORUM Credit Union | 469848 | Fishers, IN | $4.8M | 22 | 53.7% |
| #6 | M Nicholson | 740373 | Grant County State Bank | 402154 | Swayzee, IN | $4.5M | 22 | 71.0% |
| #9 | Shelly Manzenberger | 1756239 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $2.2M | 20 | 60.6% |
| #10 | Austin Smith | 262571 | Fairway Independent Mortgage Corporation | 2289 | Greenwood, IN | $4.9M | 19 | 45.2% |
| #10 | Jeffrey Markovich | 134633 | CME Lending Group LLC | 1248883 | Merrillville, IN | $5.6M | 19 | 65.5% |
| #10 | CATHERINE STRAWN | 132721 | GVC Mortgage, Inc. | 2334 | Pendleton, IN | $8.0M | 19 | 73.1% |
| #10 | Carrie Johnston | 60874 | Winterwood Mortgage Group, LLC | 122171 | Greenwood, IN | $5.5M | 19 | 50.0% |
| #14 | Jeremy Flatter | 555769 | FORUM Credit Union | 469848 | Fishers, IN | $3.6M | 18 | 60.0% |
| #14 | Crystal Wilson | 137742 | CME Lending Group LLC | 1248883 | Chesterton, IN | $4.3M | 18 | 72.0% |
| #14 | 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 | $3.3M | 16 | 44.4% |
| #17 | Ryan Baumann | 664555 | Union Savings Bank | 446047 | Greenwood, IN | $4.8M | 16 | 72.7% |
| #17 | Stephen Hostetter | 454468 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $4.9M | 16 | 55.2% |
| #17 | Alana Foster | 1326520 | Bedford Federal Savings Bank | 402489 | Bedford, IN | $3.6M | 16 | 51.6% |
| #21 | Tiffany McIntosh | 414040 | Fifth Third Bank, National Association | 403245 | Fort Wayne, IN | $4.3M | 15 | 45.5% |
| #21 | Jennifer Schawitsch | 636202 | First Farmers Bank & Trust Co. | 478756 | Terre Haute, IN | $3.5M | 15 | 68.2% |
| #21 | Tracy Harding | 172796 | MJW Financial LLC | 199907 | Indianapolis, IN | $5.1M | 15 | 62.5% |
| #21 | RYAN EBERHARDT | 260832 | DIAMOND RESIDENTIAL MORTGAGE CORPORATION | 186805 | Valparaiso, IN | $5.3M | 15 | 25.4% |
| #25 | Bethanna Beatty | 746252 | First Financial Bank | 619717 | Richmond, IN | $633K | 14 | 51.9% |
| #25 | Michelle Jacinto | 209470 | Direct Mortgage Loans, LLC | 832799 | Saint John, IN | $3.1M | 14 | 19.7% |
| #25 | William Losh | 555765 | FORUM Credit Union | 469848 | Fishers, IN | $3.4M | 14 | 48.3% |
| #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 | 40.6% |
| #29 | Laurie Tatich | 279989 | Cardinal Financial Company, Limited Partnership | 66247 | Goshen, IN | $2.1M | 13 | 61.9% |
| #29 | Jeff Busselberg | 129511 | Diamond Mortgage, LLC | 115911 | McCordsville, IN | $4.4M | 13 | 86.7% |
| #29 | Renee Miller | 1897324 | Three Rivers Federal Credit Union | 556303 | Richmond, IN | $1.1M | 13 | 52.0% |
| #29 | Adam Fusselman | 658008 | The Bippus State Bank | 631974 | Huntington, IN | $3.9M | 13 | 27.7% |
| #29 | Tammy Keeling | 408800 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $1.3M | 13 | 48.1% |
| #29 | Nicholas Boucher | 1064332 | Ruoff Mortgage Company, Inc. | 141868 | Fort Wayne, IN | $2.4M | 13 | 37.1% |
| #36 | Kyle O'Keefe | 158077 | CrossCountry Mortgage, LLC | 3029 | Fishers, IN | $4.0M | 12 | 54.5% |
| #36 | Jacob Kersey | 1085321 | MJW Financial LLC | 199907 | Indianapolis, IN | $4.9M | 12 | 44.4% |
| #36 | Jason Everette | 1208653 | CMG Mortgage, Inc. | 1820 | West Lafayette, IN | $3.0M | 12 | 36.4% |
| #36 | Larry Dickey | 163931 | Ruoff Mortgage Company, Inc. | 141868 | Fort Wayne, IN | $2.8M | 12 | 30.0% |
| #36 | Richard Davis | 1866591 | Sullivan Home Loans, LLC | 2539836 | Bedford, IN | $2.9M | 12 | 40.0% |
| #36 | Brian Brent | 368334 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $2.3M | 12 | 31.6% |
| #36 | Jeffery Iseminger | 441781 | Community State Bank | 593742 | Brook, IN | $3.4M | 12 | 75.0% |
| #36 | Rex Betzner | 452822 | Logansport Savings Bank, FSB | 451323 | Logansport, IN | $3.6M | 12 | 80.0% |
| #36 | Jason Burke | 654849 | Three Rivers Federal Credit Union | 556303 | Fort Wayne, IN | $882K | 12 | 80.0% |
| #36 | Jake Heard | 1564241 | First Farmers Bank & Trust Co. | 478756 | Tipton, IN | $4.3M | 12 | 80.0% |
| #36 | Moises Uribe | 1177708 | Geneva Financial, LLC | 42056 | Fort Wayne, IN | $2.1M | 12 | 52.2% |
| #47 | William Clouse | 49837 | Fairway Independent Mortgage Corporation | 2289 | Indianapolis, IN | $4.8M | 11 | 64.7% |
| #47 | Ellen Vance | 971143 | Ruoff Mortgage Company, Inc. | 141868 | Fort Wayne, IN | $1.5M | 11 | 61.1% |
| #47 | David Price | 1191812 | GVC Mortgage, Inc. | 2334 | Whiteland, IN | $2.7M | 11 | 47.8% |
| #47 | SCOTT MILLER | 419095 | Ruoff Mortgage Company, Inc. | 141868 | Indianapolis, IN | $2.4M | 11 | 57.9% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/indiana/top-retention-by-units/2024
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