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 October 11, 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 | PAOLA FERRARA | 466311 | Liberty Bay Credit Union | 431460 | Stoneham, MA | $2.3M | 20 | 69.0% |
| #4 | DawnMarie Ferry | 35067 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $1.0M | 20 | 52.6% |
| #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 | Timothy Brennan | 516908 | Eastern Bank | 451827 | Manchester, NH | $9.0M | 16 | 80.0% |
| #9 | Caryl Connor | 466606 | Greenfield Savings Bank | 409187 | Greenfield, MA | $1.0M | 16 | 69.6% |
| #11 | Tina Rogers | 1213604 | Dean Co-operative Bank | 412095 | Franklin, MA | $918K | 15 | 53.6% |
| #12 | Pamela Patenaude | 719008 | FREEDOM CREDIT UNION | 478769 | — | $1.6M | 14 | 46.7% |
| #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 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $2.1M | 14 | 56.0% |
| #12 | Laura Pelczynski | 759491 | Adams Community Bank | 719147 | Adams, MA | $1.1M | 14 | 38.9% |
| #17 | Jason Dubois | 196991 | Jeanne D'Arc Credit Union | 406108 | Lowell, MA | $2.0M | 13 | 59.1% |
| #17 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.2M | 13 | 81.3% |
| #17 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.1M | 13 | 81.3% |
| #17 | Edmond Perry | 857469 | Mass Bay Credit Union | 615913 | South Boston, MA | $914K | 13 | 72.2% |
| #17 | Sarah Gaffey | 853525 | Greylock Federal Credit Union | 446499 | North Adams, MA | $584K | 13 | 44.8% |
| #17 | Susana Neves-Coito | 505725 | Fall River Five Cents Savings Bank | 525575 | Fall River, MA | $824K | 13 | 54.2% |
| #23 | Christine Mulcahy | 718990 | St. Mary's Credit Union | 452392 | Framingham, MA | $1.4M | 12 | 85.7% |
| #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 | 9.2% |
| #24 | Laura Ganat | 1414901 | Members Plus Credit Union | 472281 | Medford, MA | $2.1M | 11 | 91.7% |
| #24 | Michael Levine | 366964 | Harvard Federal Credit Union | 442121 | — | $1.2M | 11 | 45.8% |
| #24 | Mark Davis | 41157 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $1.8M | 11 | 68.8% |
| #29 | Victoria Faunce | 485407 | Bristol County Savings Bank | 484626 | Taunton, MA | $1.1M | 10 | 62.5% |
| #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% |
| #32 | Jennifer Anderson | 440680 | Cornerstone Bank | 403295 | Spencer, MA | $1.2M | 9 | 45.0% |
| #32 | Stacey Pinardi | 436661 | Florence Bank | 401410 | Florence, MA | $520K | 9 | 60.0% |
| #32 | Jeffrey DeFusco | 756153 | Fall River Five Cents Savings Bank | 525575 | Fall River, MA | $1.7M | 9 | 90.0% |
| #32 | Martin O'Sullivan | 715868 | Main Street Bank | 562292 | — | $1.3M | 9 | 90.0% |
| #32 | Rebecca Gilbert | 352383 | TruNorth Bank | 405477 | Cohasset, MA | $1.0M | 9 | 81.8% |
| #32 | Sarah Valentini | 20147 | Radius Financial Group Inc. | 1846 | Norwell, MA | $4.1M | 9 | 60.0% |
| #38 | Josue Maldonado | 1494965 | NESC Federal Credit Union | 417251 | — | $710K | 8 | 80.0% |
| #38 | Greg Landry | 18990 | FREEDOM CREDIT UNION | 478769 | West Springfield, MA | $578K | 8 | 61.5% |
| #38 | Elaine Manfredi | 175287 | MSA Mortgage, LLC | 1984 | Winthrop, MA | $1.7M | 8 | 80.0% |
| #38 | LORI PAVAO | 709893 | New Bedford Credit Union | 562258 | New Bedford, MA | $476K | 8 | 72.7% |
| #38 | John Alexopoulos | 252572 | Radius Financial Group Inc. | 1846 | Fall River, MA | $2.3M | 8 | 50.0% |
| #38 | Christine Gagnon | 454527 | POLISH NATIONAL CREDIT UNION | 439259 | Chicopee, MA | $397K | 8 | 20.0% |
| #38 | Simon Theberge | 33152 | BayCoast Bank | 403238 | Swansea, MA | $4.6M | 8 | 42.1% |
| #38 | Lisa Faria | 417227 | First Citizens Federal Credit Union | 402997 | Fairhaven, MA | $709K | 8 | 47.1% |
| #38 | Ross Sormani | 488135 | Seamen's Bank | 419878 | Provincetown, MA | $4.6M | 8 | 66.7% |
| #47 | Richard DeAlmeida | 441450 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $883K | 7 | 63.6% |
| #47 | Sharon Hamel | 812253 | Holyoke Credit Union | 402387 | — | $583K | 7 | 63.6% |
| #47 | Donald Parsons | 454908 | Bluestone Bank | 403265 | Raynham, MA | $740K | 7 | 38.9% |
| #47 | Julie Lizotte | 33257 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $685K | 7 | 25.9% |
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 (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2023
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