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 August 27, 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 | 22.3% |
| #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 | $3.5M | 31 | 46.3% |
| #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 | Lauren Ard | 835472 | Cape Cod Five Cents Savings Bank | 401717 | Nantucket, MA | $21.8M | 20 | 57.1% |
| #11 | Michael Kelley | 531261 | BrightBridge Credit Union | 447563 | Springfield, MA | $1.9M | 20 | 60.6% |
| #11 | Laura Pelczynski | 759491 | Adams Community Bank | 719147 | Adams, MA | $2.3M | 20 | 46.5% |
| #11 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $22.6M | 20 | 58.8% |
| #15 | James Hirbour | 19618 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $12.3M | 19 | 37.3% |
| #15 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.6M | 19 | 61.3% |
| #17 | Andrea Leal Jessie | 531293 | Institution for Savings in Newburyport and its Vicinity | 2478201 | Newburyport, MA | $2.6M | 18 | 78.3% |
| #17 | Kaylin Choquette | 763685 | PITTSFIELD CO-OPERATIVE BANK | 409454 | Pittsfield, MA | $2.9M | 18 | 46.2% |
| #19 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $10.8M | 17 | 16.0% |
| #19 | Lisa Mish | 50274 | PeoplesBank | 644060 | Holyoke, MA | $2.1M | 17 | 56.7% |
| #19 | Sarah Gaffey | 853525 | Greylock Federal Credit Union | 446499 | North Adams, MA | $1.4M | 17 | 54.8% |
| #22 | Gerard Stevens | 483504 | Jeanne D'Arc Credit Union | 406108 | Lowell, MA | $7.5M | 16 | 51.6% |
| #22 | Sharon Cummings | 1570358 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $3.8M | 16 | 50.0% |
| #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 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $4.2M | 16 | 84.2% |
| #22 | John Witherspoon | 792900 | SAFRA NATIONAL BANK OF NEW YORK | 2544196 | New York, NY | $13.6M | 16 | 66.7% |
| #22 | Edmond Perry | 857469 | GFA Federal Credit Union | 409460 | — | $2.6M | 16 | 69.6% |
| #22 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $18.7M | 16 | 40.0% |
| #30 | Timothy Brennan | 516908 | Eastern Bank | 451827 | Manchester, NH | $15.3M | 15 | 71.4% |
| #30 | Eleanor Weller | 417221 | William Raveis Mortgage, LLC | 2630 | — | $2.2M | 15 | 50.0% |
| #30 | SueAnn Sheehan | 166956 | Citizens Bank, National Association | 433960 | Boston, MA | $11.7M | 15 | 83.3% |
| #30 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.1M | 15 | 83.3% |
| #30 | Denise Peach | 41008 | Total Mortgage Services, LLC | 2764 | Leominster, MA | $3.9M | 15 | 25.9% |
| #30 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $6.9M | 15 | 83.3% |
| #36 | Daisy Familia | 699308 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $2.3M | 14 | 45.2% |
| #36 | Donald Parsons | 454908 | Bluestone Bank | 403265 | Raynham, MA | $5.2M | 14 | 53.8% |
| #36 | Maria Luker | 29352 | BANKESB | 405477 | Reading, MA | $3.3M | 14 | 31.1% |
| #36 | Mark Davis | 41157 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $3.3M | 14 | 60.9% |
| #36 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.3M | 14 | 66.7% |
| #36 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $4.5M | 14 | 42.4% |
| #36 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $7.2M | 14 | 56.0% |
| #36 | Diane Pansire | 39534 | Cape Cod Five Cents Savings Bank | 401717 | Brewster, MA | $6.4M | 14 | 45.2% |
| #44 | William Greene | 21297 | BrightBridge Credit Union | 447563 | Bridgewater, MA | $3.1M | 13 | 92.9% |
| #44 | George Bissias | 39371 | Movement Mortgage, LLC | 39179 | Bedford, MA | $7.5M | 13 | 76.5% |
| #44 | Sean Fleming | 151080 | Washington Trust Mortgage Company LLC | 901927 | Wellesley, MA | $7.0M | 13 | 54.2% |
| #44 | Stacey Pinardi | 436661 | Florence Bank | 401410 | Florence, MA | $1.8M | 13 | 52.0% |
| #44 | Kareem Sanjaghi | 1722462 | Prosperity Home Mortgage, LLC | 75164 | — | $2.9M | 13 | 39.4% |
| #44 | David Gentleman | 1650773 | Country Bank for Savings | 405567 | Ware, MA | $2.6M | 13 | 76.5% |
| #44 | Jennifer Anderson | 440680 | Cornerstone Bank | 403295 | Spencer, MA | $1.9M | 13 | 36.1% |
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 — Massachusetts (2022). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2022
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