Retention champions in Minnesota in 2024, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Brady Day (First Class Mortgage V, Inc, NMLS #206008), Casey Van Winkle (First Class Mortgage V, Inc, NMLS #323964), and Brent Busch (Edge Home Finance, LLC, NMLS #1626669).
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 | Brady Day | 206008 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $12.5M | 41 | 67.2% |
| #2 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $8.9M | 23 | 53.5% |
| #3 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.7M | 22 | 68.8% |
| #4 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $3.2M | 20 | 87.0% |
| #5 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.3M | 19 | 90.5% |
| #6 | Cassandra Torkelson | 530661 | Border Bank | 704691 | Thief River Falls, MN | $1.4M | 18 | 90.0% |
| #7 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $5.7M | 16 | 43.2% |
| #7 | Cheri Hughes | 452924 | Co-op Credit Union of Montevideo | 512571 | Montevideo, MN | $1.7M | 16 | 80.0% |
| #7 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $4.8M | 16 | 59.3% |
| #10 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $5.9M | 15 | 83.3% |
| #11 | Sharalee Maslowski | 1593498 | Members Cooperative Credit Union | 422512 | Duluth, MN | $1.2M | 13 | 52.0% |
| #11 | David McGee | 382956 | Build Wealth, MN, Inc. | 383703 | Minneapolis, MN | $2.1M | 13 | 68.4% |
| #11 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.0M | 13 | 54.2% |
| #11 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $3.1M | 13 | 65.0% |
| #11 | Michelle Anderson | 739964 | Sherburne State Bank | 362519 | Monticello, MN | $2.4M | 13 | 65.0% |
| #11 | Yancy Stark | 128602 | Two Harbors Federal Credit Union | 459040 | Two Harbors, MN | $1.0M | 13 | 65.0% |
| #11 | Robyn Rohweder | 758788 | Members Cooperative Credit Union | 422512 | Duluth, MN | $604K | 13 | 81.3% |
| #11 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.1M | 13 | 46.4% |
| #19 | Lucas Kanavati | 367028 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $9.2M | 12 | 52.2% |
| #19 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $6.9M | 12 | 52.2% |
| #19 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 12 | 52.2% |
| #19 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $4.4M | 12 | 63.2% |
| #19 | HEATHER BRILL | 853176 | Mid-Minnesota Federal Credit Union | 441960 | — | $940K | 12 | 80.0% |
| #19 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $593K | 12 | 21.4% |
| #25 | Michelle Goltz | 849572 | Co-op Credit Union of Montevideo | 512571 | Willmar, MN | $594K | 11 | 68.8% |
| #25 | Tracy Lundy | 522440 | Lake Region Bank | 417388 | Willmar, MN | $3.3M | 11 | 61.1% |
| #25 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $4.9M | 11 | 68.8% |
| #25 | Daniel Beach | 709758 | Magnifi Financial Credit Union | 447069 | Long Prairie, MN | $810K | 11 | 68.8% |
| #25 | James Krantz | 761955 | Tradition Mortgage LLC | 286998 | Wayzata, MN | $5.9M | 11 | 57.9% |
| #30 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $3.1M | 10 | 62.5% |
| #30 | Nicholas Thiry | 1435791 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $2.9M | 10 | 90.9% |
| #30 | Maxwell Weisheipl | 2103973 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $3.1M | 10 | 71.4% |
| #30 | Christopher Henrichsen | 5871 | Woodland Bank | 561743 | Grand Rapids, MN | $3.9M | 10 | 38.5% |
| #30 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $3.3M | 10 | 100.0% |
| #30 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $4.8M | 10 | 76.9% |
| #30 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $689K | 10 | 43.5% |
| #30 | Paul Fredin | 1919643 | Better Mortgage Corporation | 330511 | Minneapolis, MN | $3.2M | 10 | 90.9% |
| #38 | Jeffrey Zajac | 373627 | TRUSTONE FINANCIAL CREDIT UNION | 523134 | Minneapolis, MN | $3.3M | 9 | 40.9% |
| #38 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $706K | 9 | 33.3% |
| #38 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $2.5M | 9 | 81.8% |
| #38 | Susan Suckow | 699487 | Peoples State Bank of Plainview | 649280 | Elgin, MN | $912K | 9 | 90.0% |
| #38 | Tammy Kalkwarf | 1525571 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $638K | 9 | 31.0% |
| #38 | Nicholas Mavetz | 321694 | LOL Incorporated | 299829 | Bloomington, MN | $2.3M | 9 | 42.9% |
| #38 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $4.0M | 9 | 42.9% |
| #38 | Jason Marschall | 208786 | PrimeLending, A PlainsCapital Company | 13649 | Bloomington, MN | $3.6M | 9 | 45.0% |
| #38 | William Tysver | 449216 | BANK FORWARD | 446402 | Bemidji, MN | $2.4M | 9 | 47.4% |
| #38 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $718K | 9 | 39.1% |
| #38 | Elizabeth Peter | 364033 | Luminate Bank | 1281698 | Minneapolis, MN | $3.1M | 9 | 50.0% |
| #49 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $3.0M | 8 | 38.1% |
| #49 | Kathryn Glashan | 402409 | BLAZE CREDIT UNION | 469510 | Roseville, MN | $895K | 8 | 40.0% |
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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2024
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