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 August 27, 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 | $48.0M | 151 | 81.2% |
| #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 | 14.4% |
| #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 | Better Mortgage Corporation | 330511 | New York, NY | $1.9M | 6 | 60.0% |
| #12 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $2.4M | 6 | 35.3% |
| #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 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $1.9M | 6 | 26.1% |
| #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 | Janine Eliya | 1916056 | Pure Rate Mortgage LLC | 2578474 | Charlotte, NC | $1.2M | 5 | 45.5% |
| #17 | John Norment | 115013 | LIBERTY FEDERAL CREDIT UNION | 518136 | Alpharetta, GA | $893K | 5 | 22.7% |
| #17 | Lindsey Alexander | 1741868 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $350K | 5 | 25.0% |
| #17 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $1.7M | 5 | 16.7% |
| #17 | Christy Hatcher | 1495269 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $271K | 5 | 17.9% |
| #17 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $1.1M | 5 | 19.2% |
| #17 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $1.9M | 5 | 14.7% |
| #26 | Lisa Cranford | 539316 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $560K | 4 | 14.3% |
| #26 | Lorrie Womble | 680201 | Guild Mortgage Company LLC | 3274 | Cornelius, NC | $840K | 4 | 23.5% |
| #26 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $1.3M | 4 | 33.3% |
| #26 | Thomas Thuss | 69769 | CrossCountry Mortgage, LLC | 3029 | Lenoir, NC | $396K | 4 | 21.1% |
| #26 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $1.0M | 4 | 16.0% |
| #26 | Tamela Stowe | 91236 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Mooresville, NC | $2.2M | 4 | 25.0% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $837K | 4 | 36.4% |
| #26 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $1.3M | 4 | 20.0% |
| #26 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $682K | 4 | 6.3% |
| #26 | George Pingho | 69400 | Old Country Mortgage Services, Inc. | 1124973 | Winston Salem, NC | $1.1M | 4 | 20.0% |
| #26 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Wilmington, NC | $933K | 4 | 22.2% |
| #37 | Naomi Stevens | 59511 | FIRST HERITAGE MORTGAGE, LLC | 86548 | Cary, NC | $736K | 3 | 27.3% |
| #37 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $735K | 3 | 23.1% |
| #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 | Dangela Pearson | 1056038 | AgSouth Farm Credit, ACA | 619788 | Asheboro, NC | $1.7M | 3 | 30.0% |
| #37 | Sarah Wrynn | 266780 | Coastal Federal Credit Union | 619449 | Raleigh, NC | $666K | 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 | Konstantina Konidaris | 77354 | NFM Lending, LLC | 2893 | Raleigh, NC | $756K | 3 | 10.3% |
| #37 | Vanessa Williams | 93227 | Alcova Mortgage LLC | 40508 | Hickory, NC | $407K | 3 | 25.0% |
| #37 | Kathryn Seagle | 113131 | CrossCountry Mortgage, LLC | 3029 | Cornelius, NC | $535K | 3 | 17.6% |
| #37 | Carmen Smith | 111371 | NorthSide Mortgage Group LLC | 68411 | Mount Airy, NC | $908K | 3 | 16.7% |
| #37 | Garrick West | 81089 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $1.0M | 3 | 30.0% |
| #37 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $597K | 3 | 13.6% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2023
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