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 July 13, 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 | Venetia Donnelly | 1534638 | Milford Federal Bank | 465956 | — | $3.0M | 23 | 69.7% |
| #9 | Christine Mulcahy | 718990 | MetroWest Community FCU | 671436 | Framingham, MA | $2.7M | 23 | 71.9% |
| #11 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $22.6M | 20 | 58.8% |
| #11 | Laura Pelczynski | 759491 | Adams Community Bank | 719147 | Adams, MA | $2.3M | 20 | 46.5% |
| #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 | James Hirbour | 19618 | Workers Federal Credit Union | 472618 | Littleton, MA | $12.3M | 19 | 37.3% |
| #15 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.6M | 19 | 61.3% |
| #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 | Lisa Mish | 50274 | PeoplesBank | 644060 | Holyoke, MA | $2.1M | 17 | 56.7% |
| #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% |
| #22 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.7M | 16 | 42.1% |
| #22 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $18.7M | 16 | 40.0% |
| #22 | Sharon Cummings | 1570358 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $3.8M | 16 | 50.0% |
| #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 | 72.7% |
| #22 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $4.2M | 16 | 84.2% |
| #22 | PAOLA FERRARA | 466311 | Liberty Bay Credit Union | 431460 | Stoneham, MA | $2.7M | 16 | 80.0% |
| #22 | Gerard Stevens | 483504 | Jeanne D'Arc Credit Union | 406108 | Lowell, MA | $7.5M | 16 | 51.6% |
| #30 | Timothy Brennan | 516908 | Eastern Bank | 451827 | Manchester, NH | $15.3M | 15 | 71.4% |
| #30 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $6.9M | 15 | 83.3% |
| #30 | SueAnn Sheehan | 166956 | Citizens Bank, National Association | 433960 | Boston, MA | $11.7M | 15 | 83.3% |
| #30 | Eleanor Weller | 417221 | William Raveis Mortgage, LLC | 2630 | — | $2.2M | 15 | 50.0% |
| #30 | Denise Peach | 41008 | Total Mortgage Services, LLC | 2764 | Leominster, MA | $3.9M | 15 | 25.9% |
| #30 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.1M | 15 | 83.3% |
| #36 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $4.5M | 14 | 42.4% |
| #36 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.3M | 14 | 66.7% |
| #36 | Mark Davis | 41157 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $3.3M | 14 | 60.9% |
| #36 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $7.2M | 14 | 56.0% |
| #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 | Daisy Familia | 699308 | Harvard Federal Credit Union | 442121 | Cambridge, MA | $2.3M | 14 | 45.2% |
| #36 | Diane Pansire | 39534 | Cape Cod Five Cents Savings Bank | 401717 | Brewster, MA | $6.4M | 14 | 45.2% |
| #44 | David Gentleman | 1650773 | Country Bank for Savings | 405567 | Ware, MA | $2.6M | 13 | 76.5% |
| #44 | Beth Ann Meehan | 522499 | Cape Cod Five Cents Savings Bank | 401717 | Nantucket, MA | $14.9M | 13 | 48.1% |
| #44 | Alexandra Vasconcelos | 1382049 | BayCoast Mortgage Company, LLC | 1082048 | — | $4.4M | 13 | 50.0% |
| #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 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $4.5M | 13 | 41.9% |
| #44 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $3.6M | 13 | 48.1% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2022
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