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 October 11, 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 | $48.5M | 152 | 81.7% |
| #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 | 63.6% |
| #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 | William Mitchell | 536906 | Corning Federal Credit Union | 418440 | Corning, NY | $5.1M | 10 | 66.7% |
| #7 | Jamie Harrington | 111660 | Lower, LLC | 1124061 | Wilmington, NC | $4.3M | 10 | 52.6% |
| #9 | Daniel McCoy | 485895 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $4.5M | 9 | 7.3% |
| #9 | Michael Sabido | 659123 | Intercoastal Mortgage, LLC | 56323 | Stanley, NC | $4.4M | 9 | 81.8% |
| #11 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $3.3M | 8 | 20.5% |
| #12 | Joshua Burruss | 181603 | Better Mortgage Corporation | 330511 | Fairfax, VA | $1.9M | 6 | 60.0% |
| #12 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $1.9M | 6 | 26.1% |
| #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% |
| #12 | Jack Fitzgerald | 1719356 | Intercoastal Mortgage, LLC | 56323 | — | $1.4M | 6 | 40.0% |
| #17 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $1.7M | 5 | 16.7% |
| #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 | 14.3% |
| #17 | Mary Fleetwood | 1077641 | Advantage Lending, LLC | 56871 | Raleigh, NC | $1.6M | 5 | 38.5% |
| #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 | John Norment | 115013 | First Community Mortgage, Inc. | 629700 | Raleigh, NC | $893K | 5 | 22.7% |
| #17 | Lindsey Alexander | 1741868 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $350K | 5 | 25.0% |
| #17 | Elliot Weil | 108413 | Equity Resources, Inc. | 1579 | Raleigh, NC | $568K | 5 | 45.5% |
| #26 | Tamela Stowe | 91236 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Mooresville, NC | $2.2M | 4 | 25.0% |
| #26 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $1.3M | 4 | 33.3% |
| #26 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $1.0M | 4 | 16.0% |
| #26 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $1.3M | 4 | 20.0% |
| #26 | Sarah Bates | 903818 | Movement Mortgage, LLC | 39179 | Toledo, OH | $268K | 4 | 36.4% |
| #26 | Ashley McKenzie | 100776 | CrossCountry Mortgage, LLC | 3029 | Winston Salem, NC | $682K | 4 | 6.3% |
| #26 | Lisa Cranford | 539316 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $560K | 4 | 14.8% |
| #26 | George Pingho | 69400 | Old Country Mortgage Services, Inc. | 1124973 | Winston Salem, NC | $1.1M | 4 | 20.0% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $837K | 4 | 36.4% |
| #26 | Dangela Pearson | 1056038 | AgSouth Farm Credit, ACA | 619788 | Asheboro, NC | $2.0M | 4 | 36.4% |
| #26 | Thomas Thuss | 69769 | CrossCountry Mortgage, LLC | 3029 | Lenoir, NC | $396K | 4 | 22.2% |
| #26 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Wilmington, NC | $933K | 4 | 22.2% |
| #26 | Lorrie Womble | 680201 | Guild Mortgage Company LLC | 3274 | Cornelius, NC | $840K | 4 | 23.5% |
| #39 | Carmen Smith | 111371 | NorthSide Mortgage Group LLC | 68411 | Mount Airy, NC | $908K | 3 | 16.7% |
| #39 | Char Lee Smith | 485886 | Atlantic Coast Mortgage, LLC | 643114 | Huntersville, NC | $786K | 3 | 30.0% |
| #39 | Karl Hoeferlin | 119420 | Fairway Independent Mortgage Corporation | 2289 | Matthews, NC | $1.1M | 3 | 25.0% |
| #39 | Naomi Stevens | 59511 | FIRST HERITAGE MORTGAGE, LLC | 86548 | Cary, NC | $736K | 3 | 27.3% |
| #39 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $735K | 3 | 23.1% |
| #39 | Vanessa Williams | 93227 | Alcova Mortgage LLC | 40508 | Hickory, NC | $407K | 3 | 25.0% |
| #39 | Sarah Wrynn | 266780 | Coastal Federal Credit Union | 619449 | Raleigh, NC | $666K | 3 | 27.3% |
| #39 | Kathryn Seagle | 113131 | CrossCountry Mortgage, LLC | 3029 | Cornelius, NC | $535K | 3 | 17.6% |
| #39 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $597K | 3 | 14.3% |
| #39 | Eric Baldwin | 78944 | Alcova Mortgage LLC | 40508 | Greenville, NC | $188K | 3 | 30.0% |
| #39 | Vanessa Jones | 1701963 | TRULIANT FEDERAL CREDIT UNION | 411251 | — | $146K | 3 | 23.1% |
| #39 | Konstantina Konidaris | 77354 | NFM Lending, LLC | 2893 | Raleigh, NC | $756K | 3 | 10.3% |
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 — North Carolina (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2023
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