Retention champions in North Carolina in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Jacqueline Wampler (Primis Mortgage Company, NMLS #85964), William Scott (Corning Federal Credit Union, NMLS #627727), and JORDAN WARREN (Intercoastal Mortgage, LLC, NMLS #1560207).
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 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $48.9M | 153 | 81.8% |
| #2 | William Scott | 627727 | Corning Federal Credit Union | 418440 | Wilmington, NC | $7.3M | 17 | 89.5% |
| #3 | JORDAN WARREN | 1560207 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $7.0M | 15 | 93.8% |
| #4 | Patricia Davis | 111521 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $6.6M | 14 | 60.9% |
| #5 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $4.9M | 13 | 14.3% |
| #6 | David Rose | 1446598 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $4.4M | 12 | 70.6% |
| #7 | Jamie Harrington | 111660 | Lower, LLC | 1124061 | Wilmington, NC | $4.3M | 10 | 52.6% |
| #7 | William Mitchell | 536906 | Corning Federal Credit Union | 418440 | Corning, NY | $5.1M | 10 | 66.7% |
| #9 | Michael Sabido | 659123 | Intercoastal Mortgage, LLC | 56323 | Stanley, NC | $4.4M | 9 | 81.8% |
| #9 | Daniel McCoy | 485895 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $4.5M | 9 | 7.3% |
| #11 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $3.3M | 8 | 20.5% |
| #12 | Joshua Burruss | 181603 | Intercoastal Mortgage, LLC | 56323 | Reston, VA | $1.9M | 6 | 60.0% |
| #12 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $1.9M | 6 | 26.1% |
| #12 | Jack Fitzgerald | 1719356 | Intercoastal Mortgage, LLC | 56323 | — | $1.4M | 6 | 40.0% |
| #12 | sherrie stephenson | 758181 | BRAGG MUTUAL FEDERAL CREDIT UNION | 458728 | Fayetteville, NC | $485K | 6 | 37.5% |
| #12 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $2.4M | 6 | 35.3% |
| #17 | Janine Eliya | 1916056 | Pure Rate Mortgage LLC | 2578474 | Charlotte, NC | $1.2M | 5 | 45.5% |
| #17 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $1.9M | 5 | 14.7% |
| #17 | Elliot Weil | 108413 | Equity Resources, Inc. | 1579 | Raleigh, NC | $568K | 5 | 45.5% |
| #17 | Mary Fleetwood | 1077641 | Advantage Lending, LLC | 56871 | Raleigh, NC | $1.6M | 5 | 38.5% |
| #17 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $1.1M | 5 | 19.2% |
| #17 | Christy Hatcher | 1495269 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $271K | 5 | 17.9% |
| #17 | Lindsey Alexander | 1741868 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $350K | 5 | 25.0% |
| #17 | John Norment | 115013 | LIBERTY FEDERAL CREDIT UNION | 518136 | Alpharetta, GA | $893K | 5 | 22.7% |
| #17 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $1.7M | 5 | 16.7% |
| #26 | Lisa Cranford | 539316 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $560K | 4 | 14.3% |
| #26 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $1.3M | 4 | 19.0% |
| #26 | Lorrie Womble | 680201 | Guild Mortgage Company LLC | 3274 | Cornelius, NC | $840K | 4 | 23.5% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $837K | 4 | 36.4% |
| #26 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Chicago, IL | $933K | 4 | 22.2% |
| #26 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $682K | 4 | 6.3% |
| #26 | Tamela Stowe | 91236 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Mooresville, NC | $2.2M | 4 | 25.0% |
| #26 | George Pingho | 69400 | Old Country Mortgage Services, Inc. | 1124973 | Winston Salem, NC | $1.1M | 4 | 20.0% |
| #26 | Thomas Thuss | 69769 | CrossCountry Mortgage, LLC | 3029 | Lenoir, NC | $396K | 4 | 22.2% |
| #26 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $1.0M | 4 | 16.0% |
| #26 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $1.3M | 4 | 33.3% |
| #37 | Vanessa Williams | 93227 | Alcova Mortgage LLC | 40508 | Hickory, NC | $407K | 3 | 25.0% |
| #37 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $735K | 3 | 23.1% |
| #37 | Dangela Pearson | 1056038 | AgSouth Farm Credit, ACA | 619788 | Asheboro, NC | $1.7M | 3 | 30.0% |
| #37 | Vanessa Jones | 1701963 | TRULIANT FEDERAL CREDIT UNION | 411251 | — | $146K | 3 | 23.1% |
| #37 | Char Lee Smith | 485886 | Atlantic Coast Mortgage, LLC | 643114 | Huntersville, NC | $786K | 3 | 30.0% |
| #37 | Naomi Stevens | 59511 | FIRST HERITAGE MORTGAGE, LLC | 86548 | Cary, NC | $736K | 3 | 27.3% |
| #37 | Eric Baldwin | 78944 | Alcova Mortgage LLC | 40508 | Greenville, NC | $188K | 3 | 30.0% |
| #37 | Mark Scarrow | 178678 | Movement Mortgage, LLC | 39179 | — | $809K | 3 | 20.0% |
| #37 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $597K | 3 | 13.6% |
| #37 | Sarah Wrynn | 266780 | Coastal Federal Credit Union | 619449 | Raleigh, NC | $666K | 3 | 27.3% |
| #37 | Carmen Smith | 111371 | NorthSide Mortgage Group LLC | 68411 | Mount Airy, NC | $908K | 3 | 16.7% |
| #37 | Kathryn Seagle | 113131 | CrossCountry Mortgage, LLC | 3029 | Cornelius, NC | $535K | 3 | 17.6% |
| #37 | Konstantina Konidaris | 77354 | NFM Lending, LLC | 2893 | Raleigh, NC | $756K | 3 | 10.3% |
| #37 | Garrick West | 81089 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $1.0M | 3 | 30.0% |
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 — North Carolina (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2023
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