Retention champions in Nebraska 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 Adam Lenzen (Pinnacle Bank, NMLS #674841), Marlin Lyon (Pinnacle Bank, NMLS #674842), and Kelsey Clyne (Five Points Bank, NMLS #1560862).
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 Lenzen | 674841 | Pinnacle Bank | 403445 | Lincoln, NE | $6.3M | 20 | 66.7% |
| #2 | Marlin Lyon | 674842 | Pinnacle Bank | 403445 | Lincoln, NE | $5.5M | 19 | 70.4% |
| #3 | Kelsey Clyne | 1560862 | Five Points Bank | 407704 | Grand Island, NE | $3.4M | 17 | 77.3% |
| #3 | Michael Petrovich | 463823 | Petrovich Team Home Loan LLC | 1936697 | Papillion, NE | $6.6M | 17 | 65.4% |
| #5 | MICHAEL TUPA | 1146010 | Washington County Bank | 623796 | Blair, NE | $5.2M | 15 | 83.3% |
| #6 | Nicholas Schuster | 9616 | Mortgage Research Center, LLC | 1907 | Bellevue, NE | $5.1M | 14 | 23.3% |
| #7 | Kelly Sheets | 420303 | Five Points Bank of Hastings | 408551 | Hastings, NE | $4.3M | 13 | 68.4% |
| #7 | Keri Hagemann | 1282011 | Pinnacle Bank | 403445 | — | $4.0M | 13 | 54.2% |
| #7 | Son Nguyen | 805121 | LPS Employees Federal Credit Union | 802300 | Lincoln, NE | $792K | 13 | 72.2% |
| #7 | Matthew Swanson | 959594 | West Gate Bank | 292134 | Lincoln, NE | $4.5M | 13 | 56.5% |
| #7 | Lauren Nissen | 1941335 | Veridian Credit Union | 531586 | Omaha, NE | $4.3M | 13 | 36.1% |
| #12 | Tammy Henkel | 469836 | Platte Valley Bank | 452996 | Scottsbluff, NE | $1.5M | 12 | 60.0% |
| #12 | Lucas Mitchell | 732679 | CORNHUSKER BANK | 458257 | Lincoln, NE | $4.4M | 12 | 48.0% |
| #12 | Lori Soflin | 530586 | CITY BANK & TRUST CO. | 405633 | Lincoln, NE | $3.6M | 12 | 46.2% |
| #12 | Bryce Magill | 38311 | Castle & Cooke Mortgage, LLC | 1251 | Blair, NE | $2.6M | 12 | 44.4% |
| #12 | Debra Young | 441815 | Pinnacle Bank | 403445 | Kearney, NE | $4.5M | 12 | 46.2% |
| #17 | Shane Podliska | 400302 | Lincoln Federal Savings Bank of Nebraska | 422057 | Lincoln, NE | $3.3M | 11 | 32.4% |
| #17 | Shelly Parr | 1560883 | Five Points Bank | 407704 | Kearney, NE | $2.7M | 11 | 52.4% |
| #19 | Kylee Fish | 1056718 | Trius Federal Credit Union | 401282 | Kearney, NE | $469K | 10 | 71.4% |
| #20 | Lori Leonard | 441805 | Pinnacle Bank | 403445 | Kearney, NE | $2.9M | 9 | 42.9% |
| #20 | KEVIN OTTMAN | 494664 | Home Federal Savings and Loan Association | 446443 | Grand Island, NE | $1.2M | 9 | 69.2% |
| #20 | Debra Hudson | 612489 | Platte Valley Bank | 452996 | Scottsbluff, NE | $2.0M | 9 | 45.0% |
| #23 | Leigh-Anne Osten | 1501834 | Guaranteed Rate, Inc. | 2611 | Papillion, NE | $3.1M | 8 | 66.7% |
| #23 | Nicole Cox | 1264113 | Guild Mortgage Company LLC | 3274 | Omaha, NE | $1.3M | 8 | 50.0% |
| #23 | Lisa Brodersen | 1181672 | Guild Mortgage Company LLC | 3274 | Omaha, NE | $903K | 8 | 47.1% |
| #23 | Cody Levinson | 13837 | Churchill Mortgage Corporation | 1591 | Omaha, NE | $2.7M | 8 | 30.8% |
| #23 | Anthony Davis | 779238 | Mutual First Federal Credit Union | 442106 | — | $611K | 8 | 72.7% |
| #23 | Alana Hallaert | 41354 | Guild Mortgage Company LLC | 3274 | Omaha, NE | $2.8M | 8 | 44.4% |
| #23 | Mikki Mullally | 707693 | RVR Bank | 402392 | Fremont, NE | $2.2M | 8 | 50.0% |
| #23 | Heather Alcott-Sallis | 894460 | Veridian Credit Union | 531586 | Waterloo, IA | $753K | 8 | 32.0% |
| #31 | Lisa Krzycki | 583382 | CITY BANK & TRUST CO. | 405633 | — | $1.4M | 7 | 23.3% |
| #31 | Rebecca Tinkham | 526237 | Washington County Bank | 623796 | Blair, NE | $1.2M | 7 | 58.3% |
| #31 | Tyler Groskurth | 1459287 | Liberty First Credit Union | 445421 | Lincoln, NE | $1.5M | 7 | 41.2% |
| #31 | Justin Pinkerton | 400316 | ARBOR BANK | 473132 | Omaha, NE | $2.4M | 7 | 58.3% |
| #31 | Georgia Vaughan | 411552 | Core Bank | 401393 | Papillion, NE | $3.1M | 7 | 21.9% |
| #31 | Elizabeth Rezac | 483558 | Security First Bank | 505011 | — | $1.8M | 7 | 35.0% |
| #31 | Jessica Hawk | 1846824 | LPS Employees Federal Credit Union | 802300 | Lincoln, NE | $370K | 7 | 58.3% |
| #31 | Jordan Moehlenhoff | 1487726 | Simple Mortgage LLC | 2654482 | Lincoln, NE | $2.9M | 7 | 35.0% |
| #31 | Thomas Barrett | 732657 | CORNHUSKER BANK | 458257 | Lincoln, NE | $2.0M | 7 | 63.6% |
| #31 | Rebecca Anderson | 631147 | Washington County Bank | 623796 | Tekamah, NE | $1.1M | 7 | 63.6% |
| #31 | Cami Moran | 597433 | Lincoln Federal Savings Bank of Nebraska | 422057 | Lincoln, NE | $2.1M | 7 | 26.9% |
| #42 | Guthrie Steen | 400111 | West Gate Bank | 292134 | Omaha, NE | $2.4M | 6 | 54.5% |
| #42 | TRACY HINTON | 5172 | Gershman Investment Corp. | 138063 | Lincoln, NE | $1.8M | 6 | 14.3% |
| #42 | TAD BRUENING | 523520 | ELKHORN VALLEY BANK & TRUST | 473991 | Norfolk, NE | $1.9M | 6 | 54.5% |
| #42 | MINDY GILBERTSON | 494665 | Home Federal Savings and Loan Association | 446443 | Grand Island, NE | $1.3M | 6 | 46.2% |
| #42 | Bradley Dexter | 78146 | Churchill Mortgage Corporation | 1591 | Omaha, NE | $1.4M | 6 | 14.6% |
| #42 | CHRISTOPHER ELGERT | 489506 | Lincoln Federal Savings Bank of Nebraska | 422057 | Lincoln, NE | $2.7M | 6 | 18.2% |
| #42 | Chance Bernstrauch | 1218467 | BankFirst | 422804 | South Sioux City, NE | $1.3M | 6 | 50.0% |
| #42 | Andrew Herold | 400327 | CHARTER WEST BANK | 466077 | Elkhorn, NE | $1.9M | 6 | 35.3% |
| #42 | Kelly Novotny | 530584 | Union Bank and Trust Company | 408559 | Lincoln, NE | $1.7M | 6 | 35.3% |
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 — Nebraska (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/nebraska/top-retention-by-units/2024
Powered by ChatMMI