Retention champions in Minnesota in 2025, 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 Brady Day (First Class Mortgage V, Inc, NMLS #206008), Casey Van Winkle (First Class Mortgage V, Inc, NMLS #323964), and Jay Dacey (Jay Dacey Mortgage Team Inc., NMLS #375033).
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 | $14.3M | 42 | 45.2% |
| #2 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $15.5M | 39 | 54.9% |
| #3 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $13.5M | 34 | 94.4% |
| #4 | Allison Larson | 1059283 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $14.2M | 27 | 56.3% |
| #4 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $2.2M | 27 | 48.2% |
| #6 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $7.0M | 23 | 67.6% |
| #7 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $3.4M | 22 | 53.7% |
| #7 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.9M | 22 | 51.2% |
| #7 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $12.3M | 22 | 68.8% |
| #7 | Tanya Danielson | 509843 | Sherburne Bank | 362519 | Becker, MN | $6.8M | 22 | 71.0% |
| #11 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $25.5M | 21 | 65.6% |
| #11 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $8.2M | 21 | 70.0% |
| #11 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $1.9M | 21 | 65.6% |
| #14 | Fusheng Liu | 1468867 | US West Financial Corporation | 327874 | Plymouth, MN | $7.7M | 20 | 90.9% |
| #15 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $5.4M | 19 | 73.1% |
| #15 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $8.1M | 19 | 51.4% |
| #15 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $9.5M | 19 | 52.8% |
| #18 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.5M | 18 | 75.0% |
| #18 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.0M | 18 | 25.7% |
| #18 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $10.5M | 18 | 58.1% |
| #21 | Chad McShane | 342881 | Loan Factory, Inc. | 320841 | San Jose, CA | $4.0M | 17 | 81.0% |
| #21 | Ali Massa | 400275 | Success Mortgage Partners, Inc. | 130562 | River Falls, WI | $5.3M | 17 | 81.0% |
| #23 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $6.4M | 16 | 64.0% |
| #23 | Michelle Shull | 501971 | Bell Bank | 419538 | Minneapolis, MN | $5.4M | 16 | 69.6% |
| #25 | Pamela Mathewson | 1795579 | New American Funding, LLC | 6606 | Maple Grove, MN | $5.8M | 15 | 55.6% |
| #25 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.1M | 15 | 45.5% |
| #25 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $8.9M | 15 | 78.9% |
| #25 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.7M | 15 | 75.0% |
| #25 | Chris Wambach | 334814 | CrossCountry Mortgage, LLC | 3029 | Elk River, MN | $4.2M | 15 | 57.7% |
| #30 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 14 | 51.9% |
| #30 | Kristin Piatz | 452537 | Guild Mortgage Company LLC | 3274 | Edina, MN | $4.2M | 14 | 35.9% |
| #30 | Lisa Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $4.3M | 14 | 46.7% |
| #33 | Jesse Vollmer | 383353 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $5.1M | 13 | 52.0% |
| #33 | Bony Schwanke | 1585267 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $1.0M | 13 | 41.9% |
| #33 | Shawn Bohlsen | 757126 | Old National Bank | 459308 | St Louis Park, MN | $5.5M | 13 | 59.1% |
| #33 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $5.4M | 13 | 52.0% |
| #33 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $2.2M | 13 | 61.9% |
| #33 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $4.1M | 13 | 68.4% |
| #39 | Genna Briggs | 1086114 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.5M | 12 | 28.6% |
| #39 | Paul Fredin | 1919643 | Renovation Finance LLC | 1802847 | Berwyn, PA | $4.9M | 12 | 75.0% |
| #39 | Mona Edick | 452504 | Paramount Residential Mortgage Group, Inc. | 75243 | Cape Coral, FL | $2.9M | 12 | 24.0% |
| #39 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $988K | 12 | 38.7% |
| #39 | Robert Strandell | 274802 | Bell Bank | 419538 | Minneapolis, MN | $4.8M | 12 | 48.0% |
| #39 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $4.6M | 12 | 66.7% |
| #39 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $9.6M | 12 | 36.4% |
| #39 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $4.0M | 12 | 54.5% |
| #39 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.2M | 12 | 27.9% |
| #39 | Grecia Williams Ledesma | 2212661 | Edge Home Finance, LLC | 891464 | Minnetonka, MN | $4.7M | 12 | 92.3% |
| #49 | Anne Kehoe | 400918 | Security Bank USA | 401953 | Bemidji, MN | $2.9M | 11 | 42.3% |
| #49 | lori moe | 406186 | Members Cooperative Credit Union | 422512 | Duluth, MN | $1.4M | 11 | 47.8% |
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 (2025). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2025
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