Leading Rookies by Volume — Massachusetts (2023)

Leading rookies in Massachusetts in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.

As of May 28, 2026, the top 3 include PLINIA ROSEMBARQUE Dos Santos (CrossCountry Mortgage, LLC, NMLS #2072520), Heather Serrano (First Technology Federal Credit Union, NMLS #2478597), and Robert Lane (First Technology Federal Credit Union, NMLS #2482781).

Updated · Recorded mortgage transactions typically appear in this dataset approximately 22 days after the recording date.

Leading Rookies by Volume — Massachusetts (2023) — top 50
Rank Loan officer LO NMLS Current Lender / Broker Lender NMLS Location 2023 Volume 2023 Loans Avg Loan
#1 PLINIA ROSEMBARQUE Dos Santos 2072520 CrossCountry Mortgage, LLC 3029 Deerfield Beach, FL $16.9M 39 $434K
#2 Heather Serrano 2478597 First Technology Federal Credit Union 466914 Marlborough, MA $11.3M 94 $120K
#3 Robert Lane 2482781 First Technology Federal Credit Union 466914 $10.4M 77 $135K
#4 Nolan Harvey 2390911 Movement Mortgage, LLC 39179 Salem, NH $9.0M 14 $641K
#5 Hayley Bialecki 2469552 First Technology Federal Credit Union 466914 $6.8M 69 $99K
#6 Jessie Chen 7505 Salem Five Mortgage Company, LLC 4662 Salem, MA $3.8M 8 $470K
#7 Natalie Helmuth 2507002 Mutual of Omaha Mortgage, Inc. 1025894 Irvine, CA $3.7M 4 $926K
#8 Evelyn Toney 32787 Bay State Savings Bank 402171 Worcester, MA $3.7M 10 $368K
#9 Zackary Cameron 1973033 Fairway Independent Mortgage Corporation 2289 East Longmeadow, MA $3.1M 13 $240K
#10 TAI NGUYEN 2070580 Citizens Bank, National Association 433960 $3.1M 11 $279K
#11 Sarah Joy 1914862 Radius Financial Group Inc. 1846 Norwell, MA $2.8M 6 $475K
#12 Brandon Wahlberg 2333474 Dovetail Mortgage, LLC 2104340 Braintree, MA $2.3M 4 $568K
#13 Thomas Lauman 2419155 New American Funding, LLC 6606 Columbia, MD $2.0M 2 $1.0M
#14 Nayla Santa Rosa 2438035 Standard Mortgage Capital LLC 1604663 Plantation, FL $1.9M 5 $375K
#15 JAYDEEP PATEL 2442613 FINEXPRESS MORTGAGE LLC 2285753 Lowell, MA $1.8M 3 $608K
#16 Nikola Lucic 2492528 Citizens Bank, National Association 433960 $1.8M 3 $588K
#17 Alexander Rainey 2472325 United Mortgage Lending LLC 2220134 Troy, MI $1.7M 3 $573K
#18 REGINA BEKEBREDE 2328516 FINEXPRESS MORTGAGE LLC 2285753 Lowell, MA $1.3M 2 $673K
#19 JUSTIN POTTER 2225279 Ross Mortgage Company, Inc. 2084 Westborough, MA $1.3M 4 $320K
#20 Kenneth Tessitore 2416591 Mutual of Omaha Mortgage, Inc. 1025894 West Warwick, RI $1.3M 3 $421K
#21 Gabriel Valverde 2467759 Salem Five Cents Savings Bank 407901 $1.1M 7 $163K
#22 Grantland Cinder 2453789 Rocket Mortgage, LLC 3030 $1.1M 2 $566K
#23 Jaylen Shelton 2462825 Capital One, National Association 453156 $1.1M 10 $110K
#24 RAISSA C DA SILVA XAVIER 2478292 FINEXPRESS MORTGAGE LLC 2285753 Orlando, FL $1.1M 2 $536K
#25 jin zhang 1923890 OrangePath Financial Inc. 2070941 Flushing, NY $1.1M 2 $536K
#26 Nuri Tirana 2402620 MSA Mortgage, LLC 1984 Winthrop, MA $1.0M 2 $523K
#27 Allen Carmody 2455283 LMP Financial, Leading Mortgage Professionals, LLC 2754084 Lowell, MA $972K 3 $324K
#28 Laxman Puri 2471900 Barrett Financial Group, L.L.C. 181106 Chandler, AZ $970K 2 $485K
#29 Regina Tan 1962381 Loan Factory, Inc. 320841 San Jose, CA $970K 3 $323K
#30 Feifei Ling 2521363 EAST WEST BANK 469761 $942K 3 $314K
#31 Tan Nguyen 2300663 Loan Factory, Inc. 320841 $923K 2 $461K
#32 Renzo Seminario La Torre 2477656 Citizens Bank, National Association 433960 Harwich, MA $891K 4 $223K
#33 Archana Sharma 2485228 Citizens Bank, National Association 433960 North Reading, MA $880K 4 $220K
#34 Noel Chapman 8953 HomeBridge Financial Services, Inc. 6521 Iselin, NJ $872K 3 $291K
#35 Alexis Clements 2463670 Rocket Mortgage, LLC 3030 $860K 3 $287K
#36 Abdelhakim Haddouche 2458657 Citizens Bank, National Association 433960 Boston, MA $825K 2 $413K
#37 Daniel Lott 2460902 Citizens Bank, National Association 433960 $770K 5 $154K
#38 Robert Walter 2442115 Mortgage Research Center, LLC 1907 $769K 2 $384K
#39 Alexandria Jajou 2366834 Texana Bank, N.A. 407536 Keller, TX $757K 2 $379K
#40 Brandon Wright 2457115 Citizens Bank, National Association 433960 $750K 4 $188K
#41 Linda Minieri 2469930 Innovative Mortgage Services, Inc. 250769 Seekonk, MA $733K 2 $366K
#42 Meryem Wingate 2458425 Salem Five Cents Savings Bank 407901 $698K 5 $140K
#43 Douglas Menard 2475284 Back Bay Mortgage Brokers LLC 373332 Cohasset, MA $690K 1 $690K
#44 Thomas Gibbs 2436193 CrossCountry Mortgage, LLC 3029 Hudson, OH $678K 2 $339K
#45 Frank Parella 2392297 T2 Financial LLC 1686046 Narragansett, RI $662K 2 $331K
#46 Travis Turnbull 2489917 Cedar Rapids State Bank 1583951 Daphne, AL $654K 1 $654K
#47 Sophie Swiniarski 2455474 Eastern Bank 451827 $630K 3 $210K
#48 Jonathan Richman 2428999 Milestone Mortgage Solutions, LLC 1815656 New Bedford, MA $621K 2 $311K
#49 Sarah Matula 2463710 Rocket Mortgage, LLC 3030 Cleveland, OH $604K 1 $604K
#50 Xiang Dai 2468845 General Mortgage Capital Corporation 254895 $580K 1 $580K

Frequently asked

Who is the top rookie mortgage loan officer in Massachusetts in 2023?
PLINIA ROSEMBARQUE Dos Santos (CrossCountry Mortgage, LLC, NMLS #2072520) ranks #1 in Massachusetts in 2023 with $16.9M in funded mortgage volume based on MMI's public-record mortgage dataset.
Who are the top mortgage loan officers in Massachusetts in 2023?
1. PLINIA ROSEMBARQUE Dos Santos (CrossCountry Mortgage, LLC); 2. Heather Serrano (First Technology Federal Credit Union); 3. Robert Lane (First Technology Federal Credit Union). The full ranking continues on this page, sourced from MMI's public-record mortgage dataset.

About this data

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.

Read the full methodology

Cite this page

TopMortgageOriginators.com. Leading Rookies by Volume — Massachusetts (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-rookie-by-volume/2023

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