Retention champions in Massachusetts in 2022, 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 Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), Richard Kertzman (Citizens Bank, National Association, NMLS #487208), and Erin Ungewitter (Greylock Federal Credit Union, NMLS #794262).
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 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $24.1M | 47 | 22.2% |
| #2 | Richard Kertzman | 487208 | Citizens Bank, National Association | 433960 | Boston, MA | $25.1M | 33 | 82.5% |
| #3 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $3.4M | 30 | 45.5% |
| #4 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $18.4M | 29 | 48.3% |
| #5 | Tina Rogers | 1213604 | Dean Co-operative Bank | 412095 | Franklin, MA | $2.5M | 28 | 68.3% |
| #6 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.7M | 27 | 96.4% |
| #7 | Martin O'Sullivan | 715868 | Main Street Bank | 562292 | — | $4.2M | 26 | 83.9% |
| #8 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $13.7M | 25 | 51.0% |
| #9 | Christine Mulcahy | 718990 | St. Mary's Credit Union | 452392 | Framingham, MA | $2.7M | 23 | 71.9% |
| #9 | Venetia Donnelly | 1534638 | Milford Federal Bank | 465956 | — | $3.0M | 23 | 69.7% |
| #11 | Laura Pelczynski | 759491 | Adams Community Bank | 719147 | Adams, MA | $2.3M | 20 | 47.6% |
| #11 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $22.6M | 20 | 58.8% |
| #11 | Michael Kelley | 531261 | BrightBridge Credit Union | 447563 | Springfield, MA | $1.9M | 20 | 60.6% |
| #11 | Lauren Ard | 835472 | Cape Cod Five Cents Savings Bank | 401717 | Nantucket, MA | $21.8M | 20 | 57.1% |
| #15 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.6M | 19 | 61.3% |
| #15 | James Hirbour | 19618 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $12.3M | 19 | 37.3% |
| #17 | Kaylin Choquette | 763685 | PITTSFIELD CO-OPERATIVE BANK | 409454 | Pittsfield, MA | $2.9M | 18 | 46.2% |
| #17 | Andrea Leal Jessie | 531293 | Institution for Savings in Newburyport and its Vicinity | 2478201 | Newburyport, MA | $2.6M | 18 | 78.3% |
| #19 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $10.8M | 17 | 16.0% |
| #19 | Sarah Gaffey | 853525 | Greylock Federal Credit Union | 446499 | North Adams, MA | $1.4M | 17 | 54.8% |
| #19 | Lisa Mish | 50274 | PeoplesBank | 644060 | Holyoke, MA | $2.1M | 17 | 56.7% |
| #22 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $4.2M | 16 | 84.2% |
| #22 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $18.7M | 16 | 40.0% |
| #22 | PAOLA FERRARA | 466311 | Liberty Bay Credit Union | 431460 | Stoneham, MA | $2.7M | 16 | 80.0% |
| #22 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.7M | 16 | 42.1% |
| #22 | John Witherspoon | 792900 | SAFRA NATIONAL BANK OF NEW YORK | 2544196 | New York, NY | $13.6M | 16 | 66.7% |
| #22 | Edmond Perry | 857469 | Mass Bay Credit Union | 615913 | South Boston, MA | $2.6M | 16 | 72.7% |
| #22 | Sharon Cummings | 1570358 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $3.8M | 16 | 50.0% |
| #22 | Gerard Stevens | 483504 | Jeanne D'Arc Credit Union | 406108 | Lowell, MA | $7.5M | 16 | 51.6% |
| #30 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $6.9M | 15 | 83.3% |
| #30 | Eleanor Weller | 417221 | William Raveis Mortgage, LLC | 2630 | — | $2.2M | 15 | 50.0% |
| #30 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.1M | 15 | 83.3% |
| #30 | Timothy Brennan | 516908 | Eastern Bank | 451827 | Manchester, NH | $15.3M | 15 | 71.4% |
| #30 | Denise Peach | 41008 | Total Mortgage Services, LLC | 2764 | Leominster, MA | $3.9M | 15 | 25.9% |
| #30 | SueAnn Sheehan | 166956 | Citizens Bank, National Association | 433960 | Boston, MA | $11.7M | 15 | 83.3% |
| #36 | Mark Davis | 41157 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $3.3M | 14 | 60.9% |
| #36 | Daisy Familia | 699308 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $2.3M | 14 | 45.2% |
| #36 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.3M | 14 | 66.7% |
| #36 | Diane Pansire | 39534 | Cape Cod Five Cents Savings Bank | 401717 | Brewster, MA | $6.4M | 14 | 45.2% |
| #36 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $7.2M | 14 | 56.0% |
| #36 | Maria Luker | 29352 | TruNorth Bank | 405477 | Reading, MA | $3.3M | 14 | 31.1% |
| #36 | Donald Parsons | 454908 | Bluestone Bank | 403265 | Raynham, MA | $5.2M | 14 | 53.8% |
| #36 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $4.5M | 14 | 42.4% |
| #44 | George Bissias | 39371 | Movement Mortgage, LLC | 39179 | Bedford, MA | $7.5M | 13 | 76.5% |
| #44 | Stacey Pinardi | 436661 | Florence Bank | 401410 | Florence, MA | $1.8M | 13 | 52.0% |
| #44 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $3.6M | 13 | 48.1% |
| #44 | Beth Ann Meehan | 522499 | Cape Cod Five Cents Savings Bank | 401717 | Nantucket, MA | $14.9M | 13 | 48.1% |
| #44 | William Greene | 21297 | BrightBridge Credit Union | 447563 | Bridgewater, MA | $3.1M | 13 | 92.9% |
| #44 | Alexandra Vasconcelos | 1382049 | BayCoast Mortgage Company, LLC | 1082048 | — | $4.4M | 13 | 50.0% |
| #44 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $4.5M | 13 | 41.9% |
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 — Massachusetts (2022). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2022
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