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 May 28, 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 | $9.2M | 24 | 54.5% |
| #3 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.3M | 21 | 70.0% |
| #4 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $3.2M | 20 | 80.0% |
| #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 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $4.8M | 16 | 59.3% |
| #7 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $5.7M | 16 | 43.2% |
| #9 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $5.9M | 15 | 83.3% |
| #10 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.2M | 14 | 48.3% |
| #10 | Cheri Hughes | 452924 | Co-op Credit Union of Montevideo | 512571 | Montevideo, MN | $1.5M | 14 | 73.7% |
| #10 | Robyn Rohweder | 758788 | Members Cooperative Credit Union | 422512 | Duluth, MN | $774K | 14 | 82.4% |
| #13 | David McGee | 382956 | Build Wealth, MN, Inc. | 383703 | Minneapolis, MN | $2.1M | 13 | 68.4% |
| #13 | Yancy Stark | 128602 | Two Harbors Federal Credit Union | 459040 | Two Harbors, MN | $1.0M | 13 | 65.0% |
| #13 | Michelle Anderson | 739964 | Sherburne State Bank | 362519 | Monticello, MN | $2.4M | 13 | 65.0% |
| #13 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.0M | 13 | 54.2% |
| #13 | Sharalee Maslowski | 1593498 | Members Cooperative Credit Union | 422512 | Duluth, MN | $1.2M | 13 | 50.0% |
| #18 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $6.9M | 12 | 52.2% |
| #18 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $593K | 12 | 21.8% |
| #18 | Daniel Beach | 709758 | Magnifi Financial Credit Union | 447069 | Long Prairie, MN | $858K | 12 | 70.6% |
| #18 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $2.8M | 12 | 63.2% |
| #18 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 12 | 52.2% |
| #18 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $4.4M | 12 | 63.2% |
| #18 | HEATHER BRILL | 853176 | Mid-Minnesota Federal Credit Union | 441960 | — | $940K | 12 | 80.0% |
| #25 | Christopher Henrichsen | 5871 | Woodland Bank | 561743 | Grand Rapids, MN | $4.2M | 11 | 40.7% |
| #25 | Lucas Kanavati | 367028 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 11 | 50.0% |
| #25 | James Krantz | 761955 | Tradition Mortgage LLC | 286998 | Wayzata, MN | $5.9M | 11 | 57.9% |
| #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% |
| #31 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $3.3M | 10 | 100.0% |
| #31 | Paul Fredin | 1919643 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $3.2M | 10 | 83.3% |
| #31 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $3.1M | 10 | 62.5% |
| #31 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $689K | 10 | 43.5% |
| #31 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $4.8M | 10 | 76.9% |
| #31 | Maxwell Weisheipl | 2103973 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $3.1M | 10 | 71.4% |
| #31 | Nicholas Thiry | 1435791 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $2.9M | 10 | 90.9% |
| #38 | Elizabeth Peter | 364033 | Luminate Bank | 1281698 | Minneapolis, MN | $3.1M | 9 | 47.4% |
| #38 | Jeffrey Zajac | 373627 | TRUSTONE FINANCIAL CREDIT UNION | 523134 | Minneapolis, MN | $3.3M | 9 | 40.9% |
| #38 | Jason Marschall | 208786 | PrimeLending, A PlainsCapital Company | 13649 | Bloomington, MN | $3.6M | 9 | 45.0% |
| #38 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $706K | 9 | 33.3% |
| #38 | William Tysver | 449216 | BANK FORWARD | 446402 | Bemidji, MN | $2.4M | 9 | 47.4% |
| #38 | Nicholas Mavetz | 321694 | LOL Incorporated | 299829 | Bloomington, MN | $2.3M | 9 | 42.9% |
| #38 | Susan Suckow | 699487 | Peoples State Bank of Plainview | 649280 | Elgin, MN | $912K | 9 | 90.0% |
| #38 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $4.0M | 9 | 42.9% |
| #38 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $718K | 9 | 40.9% |
| #47 | Peter Larsen | 362965 | LOL Incorporated | 299829 | Bloomington, MN | $3.0M | 8 | 47.1% |
| #47 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $3.0M | 8 | 38.1% |
| #47 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $1.7M | 8 | 42.1% |
| #47 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $2.8M | 8 | 80.0% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2024
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