Retention champions in New York in 2024, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include David Terezo (Meadowbrook Financial Mortgage Bankers Corp., NMLS #98452), John Vlogianitis (Citizens Bank, National Association, NMLS #420544), and Evan Hummel (Manufacturers and Traders Trust Company, NMLS #468224).
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 | David Terezo | 98452 | Meadowbrook Financial Mortgage Bankers Corp. | 177308 | Hicksville, NY | $7.2M | 12 | 57.1% |
| #2 | John Vlogianitis | 420544 | Citizens Bank, National Association | 433960 | Melville, NY | $6.2M | 3 | 30.0% |
| #3 | Evan Hummel | 468224 | Manufacturers and Traders Trust Company | 381076 | Buffalo, NY | $4.3M | 8 | 66.7% |
| #4 | Bruce Salik | 79065 | Guaranteed Rate, Inc. | 2611 | Coral Springs, FL | $3.3M | 13 | 52.0% |
| #5 | Shlomo Feierman | 1073640 | Nationwide Mortgage Bankers, Inc. | 819382 | Valley Stream, NY | $3.2M | 6 | 40.0% |
| #6 | FRANK SKARREN | 3371 | NRF Funding Corp. | 1421 | Rockville Centre, NY | $3.2M | 5 | 50.0% |
| #7 | Nancy McDowell | 580378 | Community Bank, National Association | 446398 | Plattsburgh, NY | $3.0M | 10 | 52.6% |
| #8 | Jesse Meyer | 1299647 | Cross State Funding Corp. | 98185 | North Tonawanda, NY | $2.9M | 11 | 32.4% |
| #9 | Eric Gasper | 175852 | CrossCountry Mortgage, LLC | 3029 | Melville, NY | $2.7M | 6 | 31.6% |
| #10 | Mark Fisher | 478240 | UNMB Home Loans Inc. | 7230 | Levittown, NY | $2.6M | 4 | 23.5% |
| #11 | Adam Smith | 628234 | Home Town Funding, Inc. | 213408 | Pittsford, NY | $2.5M | 8 | 40.0% |
| #12 | Yael Ishakis | 9879 | FM Home Loans, LLC | 2212 | New City, NY | $2.5M | 2 | 15.4% |
| #13 | Eric Forte | 50595 | Prudential Borrowing, LLC | 130221 | Rockville Centre, NY | $2.4M | 3 | 23.1% |
| #14 | Matthew Schermerhorn | 15631 | Home Town Funding, Inc. | 213408 | Pittsford, NY | $2.4M | 10 | 62.5% |
| #15 | Anthony Forte | 162756 | Quintessential Mortgage Group, LLC | 979266 | Rye Brook, NY | $2.3M | 3 | 17.6% |
| #16 | Mary Beth Uebrick | 235916 | CHEMUNG CANAL TRUST COMPANY | 800649 | Elmira, NY | $2.1M | 11 | 68.8% |
| #17 | Peter Costakos | 139540 | CrossCountry Mortgage, LLC | 3029 | Purchase, NY | $2.0M | 3 | 20.0% |
| #18 | David Rudnick | 61825 | Atlas Home Funding Inc | 1680752 | New City, NY | $1.9M | 6 | 60.0% |
| #19 | Yochanan Mann | 131558 | Ark Mortgage, Inc. | 103915 | Monroe, NY | $1.8M | 5 | 50.0% |
| #20 | Joseph Proia | 151087 | CMG Mortgage, Inc. | 1820 | Spencerport, NY | $1.8M | 7 | 53.8% |
| #21 | David Zaleski | 491278 | Manufacturers and Traders Trust Company | 381076 | Buffalo, NY | $1.8M | 7 | 70.0% |
| #22 | Samuel DiPiano | 57865 | Haus Capital Corporation | 1549644 | Rochester, NY | $1.8M | 5 | 31.3% |
| #23 | Courtney Parish | 56395 | Homestead Funding Corp. | 3232 | Catskill, NY | $1.7M | 6 | 27.3% |
| #24 | John Pammer | 46144 | J.M. Capital Group LLC | 12890 | Melville, NY | $1.7M | 3 | 27.3% |
| #25 | Matthew Underwood | 843565 | Nationwide Mortgage Bankers, Inc. | 819382 | Melville, NY | $1.7M | 2 | 15.4% |
| #26 | Raymond Farinella | 1982434 | ClearPath Mortgage Solutions, Inc. | 1394615 | Latham, NY | $1.7M | 4 | 40.0% |
| #27 | Alex Nenno | 1804677 | Community Bank, National Association | 446398 | Lake Placid, NY | $1.4M | 8 | 80.0% |
| #28 | Christian Babcock | 181227 | loanDepot.com, LLC | 174457 | Tarrytown, NY | $1.3M | 4 | 40.0% |
| #29 | SURESH BUDHOO | 54086 | S.B. FUNDING CORP | 40530 | Richmond Hill, NY | $1.3M | 3 | 25.0% |
| #30 | Denise Quinn | 454310 | Mid-Hudson Valley Federal Credit Union | 411955 | Kingston, NY | $1.3M | 10 | 55.6% |
| #31 | Philip Giguere | 64543 | KeyBank National Association | 399797 | Albany, NY | $1.3M | 5 | 35.7% |
| #32 | Jacques Laubert | 20677 | Homestead Funding Corp. | 3232 | Sarasota, FL | $1.2M | 7 | 24.1% |
| #33 | Ross Bowman | 407608 | 1st Priority Mortgage, Inc. | 29600 | Williamsville, NY | $1.2M | 5 | 50.0% |
| #34 | Andrew Russell | 217975 | Russell Capital Group LLC | 1479554 | Hauppauge, NY | $1.2M | 2 | 15.4% |
| #35 | George-Lowen Kowai-Bell | 379251 | CrossCountry Mortgage, LLC | 3029 | Rochester, NY | $1.2M | 4 | 33.3% |
| #36 | Corey Margulefsky | 20442 | Nationwide Mortgage Bankers, Inc. | 819382 | Melville, NY | $1.2M | 3 | 20.0% |
| #37 | Gerald Frate | 17471 | Premium Mortgage Corporation | 3254 | Rochester, NY | $1.1M | 3 | 20.0% |
| #38 | Scott Valins | 182251 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $1.1M | 3 | 30.0% |
| #39 | Zev Spitzer | 1320452 | CrossCountry Mortgage, LLC | 3029 | New City, NY | $1.0M | 4 | 40.0% |
| #40 | Brian Marchand | 481563 | New American Funding, LLC | 6606 | Albany, NY | $1.0M | 4 | 40.0% |
| #41 | A Coco | 9368 | PrimeLending, A PlainsCapital Company | 13649 | Rochester, NY | $1.0M | 4 | 30.8% |
| #42 | Shawn Dwyer | 218169 | Mid-Island Mortgage Corp. | 1259 | West Brentwood, NY | $1.0M | 4 | 30.8% |
| #43 | Tikva Sekezi | 244341 | Vivid Mortgages Inc. | 1279925 | Queens Village, NY | $956K | 2 | 10.5% |
| #44 | Anthony Procaccino | 182523 | DML Mortgage Enterprises, Inc. | 46653 | Yorktown Heights, NY | $940K | 2 | 20.0% |
| #45 | Christopher Vassallo | 3581 | Nickel City Funding, Inc. | 1586 | West Seneca, NY | $924K | 4 | 22.2% |
| #46 | Joseph Dougherty | 65790 | CrossCountry Mortgage, LLC | 3029 | Syracuse, NY | $922K | 2 | 10.5% |
| #47 | Julie Wilde | 179946 | Everett Financial, Inc. | 2129 | Buffalo, NY | $863K | 2 | 20.0% |
| #48 | Joseph Petralia | 471630 | Genesee Regional Bank | 417491 | Rochester, NY | $862K | 4 | 33.3% |
| #49 | Sheri Herbert | 500215 | Walden Savings Bank | 490957 | — | $855K | 8 | 72.7% |
| #50 | Emily Silipini | 34781 | 1st Priority Mortgage, Inc. | 29600 | Henrietta, NY | $851K | 5 | 50.0% |
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 Volume — New York (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/new-york/top-retention-by-volume/2024
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