Retention champions in New Mexico in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 7, 2026, the top 3 include Rosa Izzi (Guild Mortgage Company LLC, NMLS #1128162), Aaron Thompson (Guild Mortgage Company LLC, NMLS #316598), and Kelly McReynolds (SUNFLOWER BANK, NATIONAL ASSOCIATION, NMLS #1480497).
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 | Rosa Izzi | 1128162 | Guild Mortgage Company LLC | 3274 | Las Cruces, NM | $5.4M | 16 | 59.3% |
| #2 | Aaron Thompson | 316598 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $3.6M | 11 | 91.7% |
| #3 | Kelly McReynolds | 1480497 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Santa Fe, NM | $4.3M | 10 | 83.3% |
| #3 | Kristi Pofahl | 409768 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $3.2M | 10 | 32.3% |
| #5 | Michael Colantone | 1662178 | CrossCountry Mortgage, LLC | 3029 | Phoenix, AZ | $2.0M | 8 | 53.3% |
| #5 | nancy archuleta | 196035 | First New Mexico Bank of Silver City | 506861 | Albuquerque, NM | $4.1M | 8 | 36.4% |
| #5 | Jamshid Bakhtiar | 779932 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $3.8M | 8 | 44.4% |
| #8 | John Gabaldon | 422738 | Waterstone Mortgage Corporation | 186434 | Albuquerque, NM | $2.0M | 7 | 21.9% |
| #8 | Steven Sheldon | 219631 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $2.3M | 7 | 70.0% |
| #8 | Anthony DeNardis | 310220 | Elite Funding LLC | 1797084 | Albuquerque, NM | $4.3M | 7 | 58.3% |
| #11 | Kevin Caudill | 420436 | BOKF, National Association | 403501 | Albuquerque, NM | $2.3M | 6 | 37.5% |
| #11 | Ammar Nesheiwat | 1607442 | Primary Residential Mortgage, Inc. | 3094 | Albuquerque, NM | $3.6M | 6 | 46.2% |
| #11 | Christopher Maxwell | 1703127 | CrossCountry Mortgage, LLC | 3029 | Cleveland, OH | $2.2M | 6 | 40.0% |
| #14 | Cameron Gilmore | 1244704 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $1.9M | 5 | 35.7% |
| #14 | Iris Guzman | 286700 | PrimeLending, A PlainsCapital Company | 13649 | Albuquerque, NM | $1.6M | 5 | 33.3% |
| #14 | Robert Morris | 492531 | Waterstone Mortgage Corporation | 186434 | Santa Fe, NM | $1.9M | 5 | 38.5% |
| #14 | Karrie Moorhouse | 259402 | Paradise Mortgage & Investment, LLC | 2036733 | Tijeras, NM | $1.2M | 5 | 41.7% |
| #14 | Christine Turpen-Patton | 219567 | Primary Residential Mortgage, Inc. | 3094 | Albuquerque, NM | $1.5M | 5 | 26.3% |
| #14 | Caroline Najar | 1355168 | Western Commerce Bank | 597869 | Carlsbad, NM | $1.4M | 5 | 45.5% |
| #20 | Francisca Ponce | 1911942 | Kirtland Federal Credit Union | 403415 | Albuquerque, NM | $422K | 4 | 30.8% |
| #20 | Robert Murray | 80919 | Neighborhood Loans, Inc. | 222982 | Chandler, AZ | $811K | 4 | 21.1% |
| #20 | Sarah Gmyr-Maez | 279382 | CalCon Mutual Mortgage LLC | 46375 | Albuquerque, NM | $984K | 4 | 15.4% |
| #20 | Leland Locke | 2041465 | Davis Mortgage Limited, LLC | 1901080 | Corrales, NM | $1.8M | 4 | 40.0% |
| #20 | Kimberly Kissane | 253772 | Premier Mortgage Advisors, LLC | 222955 | Albuquerque, NM | $1.6M | 4 | 33.3% |
| #20 | Michael Bowen | 214602 | Waterstone Mortgage Corporation | 186434 | Albuquerque, NM | $1.3M | 4 | 30.8% |
| #20 | Paul Parsons | 516016 | CMG Mortgage, Inc. | 1820 | Albuquerque, NM | $943K | 4 | 40.0% |
| #20 | Susan Johnson | 241987 | Premier Mortgage Advisors, LLC | 222955 | Albuquerque, NM | $1.0M | 4 | 36.4% |
| #20 | John Russo | 232394 | Waterstone Mortgage Corporation | 186434 | Albuquerque, NM | $2.1M | 4 | 30.8% |
| #29 | Cindy Levorah | 529758 | NATIONS LENDING CORPORATION | 32416 | Santa Fe, NM | $1.2M | 3 | 21.4% |
| #29 | Debra Heckman | 253156 | AMERICAN DREAM MORTGAGE, INC. | 201622 | — | $867K | 3 | 21.4% |
| #29 | oscar medrano | 1763251 | Waterstone Mortgage Corporation | 186434 | Albuquerque, NM | $758K | 3 | 27.3% |
| #29 | Elizabeth O'Daly | 424665 | Guild Mortgage Company LLC | 3274 | Albuquerque, NM | $2.1M | 3 | 27.3% |
| #29 | SANDRA PINGAO | 637567 | Kirtland Federal Credit Union | 403415 | Albuquerque, NM | $476K | 3 | 27.3% |
| #29 | Lawrence DeArmond | 803168 | Citizens Bank of Las Cruces | 506205 | Las Cruces, NM | $901K | 3 | 11.1% |
| #29 | Heather Daley | 413656 | Van Dyk Mortgage Corporation | 3035 | Albuquerque, NM | $936K | 3 | 23.1% |
| #29 | Keisha Rogers | 492545 | Primary Residential Mortgage, Inc. | 3094 | Albuquerque, NM | $893K | 3 | 21.4% |
| #37 | Tammy Smith | 1403227 | Builders Choice Mortgage LLC | 2275047 | Albuquerque, NM | $565K | 2 | 20.0% |
| #37 | Anna Castellano | 278326 | Homewise, Inc. | 188231 | Santa Fe, NM | $685K | 2 | 18.2% |
| #37 | Marco Milton | 1869338 | Price Mortgage, LLC | 1429043 | Las Cruces, NM | $576K | 2 | 15.4% |
| #37 | George Bishop | 404349 | CMG Mortgage, Inc. | 1820 | Roswell, NM | $492K | 2 | 14.3% |
| #37 | Richard Trojanek | 1371790 | Geneva Financial, LLC | 42056 | Chandler, AZ | $449K | 2 | 11.1% |
| #37 | Christine Munoz | 699785 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Plano, TX | $731K | 2 | 14.3% |
| #37 | Meghan Quinones | 1002030 | Citizens Bank of Las Cruces | 506205 | — | $653K | 2 | 20.0% |
| #37 | Lauren Sandoval | 1654808 | Cornerstone Capital Bank, SSB | 2258 | Houston, TX | $628K | 2 | 15.4% |
| #37 | Brian Mozley | 196061 | Builders Choice Mortgage LLC | 2275047 | Albuquerque, NM | $904K | 2 | 14.3% |
| #37 | Frank Sena | 194576 | CrossCountry Mortgage, LLC | 3029 | Santa Fe, NM | $551K | 2 | 13.3% |
| #37 | chad ottley | 1369259 | Builders Choice Mortgage LLC | 2275047 | Albuquerque, NM | $512K | 2 | 20.0% |
| #37 | Vincent Smith | 744395 | Nusenda Federal Credit Union | 477659 | Albuquerque, NM | $693K | 2 | 18.2% |
| #37 | Heath Riddle | 1340223 | Movement Mortgage, LLC | 39179 | Albuquerque, NM | $514K | 2 | 20.0% |
| #37 | VIVIANA MONTOYA | 1773870 | All Western Mortgage, Inc. | 14210 | Albuquerque, NM | $649K | 2 | 15.4% |
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 — New Mexico. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/new-mexico/top-retention-by-units
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