Retention champions in Massachusetts in 2023, 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 Erin Ungewitter (Greylock Federal Credit Union, NMLS #794262), Lisa Mish (PeoplesBank, NMLS #50274), and Michael Kelley (BrightBridge Credit Union, NMLS #531261).
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 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $1.7M | 27 | 49.1% |
| #2 | Lisa Mish | 50274 | PeoplesBank | 644060 | Holyoke, MA | $1.6M | 25 | 52.1% |
| #3 | Michael Kelley | 531261 | BrightBridge Credit Union | 447563 | Springfield, MA | $1.5M | 23 | 69.7% |
| #4 | DawnMarie Ferry | 35067 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $1.0M | 20 | 52.6% |
| #4 | PAOLA FERRARA | 466311 | Liberty Bay Credit Union | 431460 | Stoneham, MA | $2.3M | 20 | 69.0% |
| #6 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $4.0M | 19 | 79.2% |
| #6 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.6M | 19 | 52.8% |
| #8 | Kaylin Choquette | 763685 | PITTSFIELD CO-OPERATIVE BANK | 409454 | Pittsfield, MA | $3.4M | 18 | 64.3% |
| #9 | Caryl Connor | 466606 | Greenfield Savings Bank | 409187 | Greenfield, MA | $1.0M | 16 | 69.6% |
| #9 | Timothy Brennan | 516908 | Eastern Bank | 451827 | Manchester, NH | $9.0M | 16 | 80.0% |
| #11 | Tina Rogers | 1213604 | Dean Co-operative Bank | 412095 | Franklin, MA | $918K | 15 | 53.6% |
| #12 | Laura Pelczynski | 759491 | Adams Community Bank | 719147 | Adams, MA | $1.1M | 14 | 38.9% |
| #12 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $4.5M | 14 | 82.4% |
| #12 | Venetia Donnelly | 1534638 | Milford Federal Bank | 465956 | — | $929K | 14 | 58.3% |
| #12 | Pamela Patenaude | 719008 | FREEDOM CREDIT UNION | 478769 | — | $1.6M | 14 | 46.7% |
| #12 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $2.1M | 14 | 56.0% |
| #17 | Susana Neves-Coito | 505725 | Fall River Five Cents Savings Bank | 525575 | Fall River, MA | $824K | 13 | 54.2% |
| #17 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.1M | 13 | 81.3% |
| #17 | Jason Dubois | 196991 | Jeanne D'Arc Credit Union | 406108 | Lowell, MA | $2.0M | 13 | 59.1% |
| #17 | Edmond Perry | 857469 | GFA Federal Credit Union | 409460 | — | $914K | 13 | 72.2% |
| #17 | Sarah Gaffey | 853525 | Greylock Federal Credit Union | 446499 | North Adams, MA | $584K | 13 | 44.8% |
| #17 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.2M | 13 | 81.3% |
| #23 | Christine Mulcahy | 718990 | MetroWest Community FCU | 671436 | Framingham, MA | $1.4M | 12 | 85.7% |
| #24 | Laura Ganat | 1414901 | Members Plus Credit Union | 472281 | Medford, MA | $2.1M | 11 | 91.7% |
| #24 | Gail Colella | 648737 | Needham Bank | 2141744 | Needham, MA | $3.3M | 11 | 84.6% |
| #24 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $5.0M | 11 | 9.1% |
| #24 | Mark Davis | 41157 | East Cambridge Savings Bank | 441396 | Medford, MA | $1.8M | 11 | 68.8% |
| #24 | Michael Levine | 366964 | Harvard Federal Credit Union | 442121 | — | $1.2M | 11 | 45.8% |
| #29 | Mario Giamei | 1331888 | The Savings Bank | 473942 | Wakefield, MA | $913K | 10 | 62.5% |
| #29 | Salvatore Arlia | 3985 | Nautical Home Lending, LLC | 1975 | Plymouth, MA | $951K | 10 | 62.5% |
| #31 | Stacey Pinardi | 436661 | Florence Bank | 401410 | Florence, MA | $520K | 9 | 60.0% |
| #31 | Sarah Valentini | 20147 | Radius Financial Group Inc. | 1846 | Norwell, MA | $4.1M | 9 | 60.0% |
| #31 | Victoria Faunce | 485407 | Bristol County Savings Bank | 484626 | Taunton, MA | $1.0M | 9 | 60.0% |
| #31 | Jeffrey DeFusco | 756153 | Fall River Five Cents Savings Bank | 525575 | Fall River, MA | $1.7M | 9 | 90.0% |
| #31 | Jennifer Anderson | 440680 | Cornerstone Bank | 403295 | Spencer, MA | $1.2M | 9 | 45.0% |
| #31 | Rebecca Gilbert | 352383 | BANKESB | 405477 | Cohasset, MA | $1.0M | 9 | 81.8% |
| #31 | Martin O'Sullivan | 715868 | Main Street Bank | 562292 | — | $1.3M | 9 | 90.0% |
| #38 | Elaine Manfredi | 175287 | MSA Mortgage, LLC | 1984 | Winthrop, MA | $1.7M | 8 | 80.0% |
| #38 | Lisa Faria | 417227 | First Citizens Federal Credit Union | 402997 | Fairhaven, MA | $709K | 8 | 47.1% |
| #38 | Christine Gagnon | 454527 | POLISH NATIONAL CREDIT UNION | 439259 | Chicopee, MA | $397K | 8 | 20.0% |
| #38 | Charles Braid | 404334 | Everett Co-operative Bank | 443050 | Everett, MA | $3.0M | 8 | 80.0% |
| #38 | Greg Landry | 18990 | FREEDOM CREDIT UNION | 478769 | West Springfield, MA | $578K | 8 | 61.5% |
| #38 | LORI PAVAO | 709893 | New Bedford Credit Union | 562258 | New Bedford, MA | $476K | 8 | 72.7% |
| #38 | Simon Theberge | 33152 | BayCoast Bank | 403238 | Swansea, MA | $4.6M | 8 | 42.1% |
| #38 | Josue Maldonado | 1494965 | NESC Federal Credit Union | 417251 | — | $710K | 8 | 80.0% |
| #38 | John Alexopoulos | 252572 | Radius Financial Group Inc. | 1846 | Fall River, MA | $2.3M | 8 | 50.0% |
| #38 | Ross Sormani | 488135 | Seamen's Bank | 419878 | Provincetown, MA | $4.6M | 8 | 66.7% |
| #48 | Jessie Hopkins | 944213 | Workers Federal Credit Union | 472618 | — | $510K | 7 | 20.0% |
| #48 | ARLENE FORTIN | 423157 | SOMERSET FEDERAL CREDIT UNION | 421594 | — | $391K | 7 | 46.7% |
| #48 | Sharon Dillon | 463328 | The Village Bank | 408536 | Auburndale, MA | $2.3M | 7 | 63.6% |
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 (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2023
Powered by ChatMMI