Retention champions in Minnesota in 2022, 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 Adam Will (Tradition Mortgage LLC, NMLS #367302), Brady Day (First Class Mortgage V, Inc, NMLS #206008), and Casey Van Winkle (First Class Mortgage V, Inc, NMLS #323964).
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 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $23.1M | 37 | 63.8% |
| #1 | Brady Day | 206008 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $10.3M | 37 | 48.1% |
| #3 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $8.7M | 29 | 52.7% |
| #4 | Cody Habana | 1008476 | Alerus Financial, N.A. DBA Alerus Mortgage | 416135 | Albert Lea, MN | $2.0M | 22 | 84.6% |
| #5 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $12.8M | 20 | 64.5% |
| #5 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $3.6M | 20 | 83.3% |
| #7 | James Krantz | 761955 | Tradition Mortgage LLC | 286998 | Wayzata, MN | $9.0M | 17 | 65.4% |
| #8 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $779K | 15 | 71.4% |
| #8 | Dylan Niska | 342545 | Tradition Mortgage LLC | 286998 | Edina, MN | $9.6M | 15 | 42.9% |
| #10 | Mona Edick | 452504 | Paramount Residential Mortgage Group, Inc. | 75243 | Cape Coral, FL | $3.9M | 14 | 21.2% |
| #10 | Thomas Gilbert | 40070 | Wells Fargo Bank, National Association | 399801 | Minneapolis, MN | $3.4M | 14 | 41.2% |
| #12 | Anne Kehoe | 400918 | Security Bank USA | 401953 | Bemidji, MN | $2.9M | 13 | 54.2% |
| #12 | Christopher Henrichsen | 5871 | Woodland Bank | 561743 | Grand Rapids, MN | $2.8M | 13 | 65.0% |
| #12 | Kathryn Glashan | 402409 | BLAZE CREDIT UNION | 469510 | Roseville, MN | $1.9M | 13 | 41.9% |
| #15 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $5.6M | 12 | 37.5% |
| #15 | Bryan Zbacnik | 454523 | THE MINERS NATIONAL BANK OF EVELETH | 407963 | — | $2.5M | 12 | 85.7% |
| #15 | Tanya Danielson | 509843 | Sherburne Bank | 362519 | Becker, MN | $1.7M | 12 | 57.1% |
| #15 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $10.4M | 12 | 44.4% |
| #19 | Stephanie Burckhardt | 421853 | North Star Credit Union | 407735 | Cook, MN | $1.2M | 11 | 91.7% |
| #19 | Teresa Heggernes | 789497 | NEIGHBORHOOD NATIONAL BANK | 677339 | — | $2.8M | 11 | 68.8% |
| #19 | Kimberly Peterson | 1029555 | Edge Home Finance, LLC | 891464 | Hudson, WI | $3.6M | 11 | 30.6% |
| #19 | Todd Seidl | 413709 | Wells Fargo Bank, National Association | 399801 | Woodbury, MN | $2.6M | 11 | 68.8% |
| #19 | Anna Mize | 1215882 | Northwoods Credit Union | 408894 | Cloquet, MN | $694K | 11 | 47.8% |
| #19 | Deanna Lease | 515883 | Center National Bank | 451388 | Litchfield, MN | $2.2M | 11 | 84.6% |
| #19 | Jonathan Ressler | 277085 | The Huntington National Bank | 402436 | Minnetonka, MN | $9.3M | 11 | 57.9% |
| #19 | Kong Thao | 1470941 | BLAZE CREDIT UNION | 469510 | Saint Paul, MN | $1.4M | 11 | 52.4% |
| #27 | Cassandra Torkelson | 530661 | Border Bank | 704691 | Thief River Falls, MN | $1.5M | 10 | 90.9% |
| #27 | lori moe | 406186 | Members Cooperative Credit Union | 422512 | Duluth, MN | $507K | 10 | 52.6% |
| #27 | Sandra Talberg | 404559 | Bell Bank | 419538 | White Bear Lake, MN | $2.7M | 10 | 32.3% |
| #27 | Susan Suckow | 699487 | Peoples State Bank of Plainview | 649280 | Elgin, MN | $1.3M | 10 | 83.3% |
| #27 | Kyle Johnson | 364889 | Quality Choice Mortgage LLC | 348835 | Andover, MN | $3.2M | 10 | 35.7% |
| #27 | Christina Hagen | 1057827 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $2.5M | 10 | 34.5% |
| #27 | SUZANNE SCHMIDT | 1522673 | Bank Midwest | 419278 | New Ulm, MN | $2.2M | 10 | 71.4% |
| #27 | Patrick Heavens | 1489555 | Vermillion State Bank | 504763 | Vermillion, MN | $3.0M | 10 | 62.5% |
| #27 | Hudson Murphy | 289230 | Luminate Bank | 1281698 | Burnsville, MN | $3.2M | 10 | 45.5% |
| #27 | Dean Schiffler | 155671 | Guaranteed Rate Affinity, LLC | 1598647 | Bloomington, MN | $3.6M | 10 | 43.5% |
| #27 | paul grube | 932917 | St. Paul Federal Credit Union | 758569 | Saint Paul, MN | $1.8M | 10 | 58.8% |
| #27 | Karen Ackerman | 469485 | BLAZE CREDIT UNION | 469510 | Saint Paul, MN | $1.5M | 10 | 28.6% |
| #27 | Christopher Graupmann | 687661 | Wells Fargo Bank, National Association | 399801 | Northfield, MN | $2.3M | 10 | 62.5% |
| #27 | Christine Vraa | 580203 | Heritage Bank National Association | 446440 | — | $1.6M | 10 | 76.9% |
| #41 | Steven Raj | 472392 | THE MINERS NATIONAL BANK OF EVELETH | 407963 | Eveleth, MN | $1.6M | 9 | 60.0% |
| #41 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $2.5M | 9 | 32.1% |
| #41 | Amy Novotne | 729170 | FORESIGHT BANK | 449864 | Plainview, MN | $2.0M | 9 | 81.8% |
| #41 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $1.3M | 9 | 56.3% |
| #41 | David Schissler | 7119 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $2.7M | 9 | 39.1% |
| #41 | Timothy Bymark | 1452723 | North Shore Bank of Commerce | 554165 | Duluth, MN | $354K | 9 | 75.0% |
| #41 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $2.9M | 9 | 64.3% |
| #41 | Paul Hinz | 217427 | Wells Fargo Bank, National Association | 399801 | Monticello, MN | $2.3M | 9 | 75.0% |
| #41 | Titus Mhiripiri | 233977 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Eden Prairie, MN | $2.6M | 9 | 47.4% |
| #41 | Sarah Yellen | 650238 | Affinity Plus Federal Credit Union | 402448 | — | $1.5M | 9 | 32.1% |
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 — Minnesota (2022). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2022
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