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 May 28, 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 | $48.6M | 152 | 81.3% |
| #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 | $6.1M | 13 | 59.1% |
| #4 | 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 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $3.6M | 9 | 22.5% |
| #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% |
| #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% |
| #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 | 27.3% |
| #17 | Janine Eliya | 1916056 | Pure Rate Mortgage LLC | 2578474 | Charlotte, NC | $1.2M | 5 | 45.5% |
| #17 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $1.7M | 5 | 16.7% |
| #17 | Elliot Weil | 108413 | Equity Resources, Inc. | 1579 | Raleigh, NC | $568K | 5 | 45.5% |
| #17 | Lindsey Alexander | 1741868 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $350K | 5 | 25.0% |
| #17 | Mary Fleetwood | 1077641 | Advantage Lending, LLC | 56871 | Raleigh, NC | $1.6M | 5 | 38.5% |
| #17 | John Norment | 115013 | New American Funding, LLC | 6606 | Raleigh, NC | $893K | 5 | 22.7% |
| #17 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $1.1M | 5 | 20.0% |
| #17 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $1.9M | 5 | 14.7% |
| #17 | Christy Hatcher | 1495269 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $271K | 5 | 17.9% |
| #26 | Thomas Thuss | 69769 | CrossCountry Mortgage, LLC | 3029 | Lenoir, NC | $396K | 4 | 23.5% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $837K | 4 | 36.4% |
| #26 | George Pingho | 69400 | Old Country Mortgage Services, Inc. | 1124973 | Winston Salem, NC | $1.1M | 4 | 20.0% |
| #26 | Lorrie Womble | 680201 | Guild Mortgage Company LLC | 3274 | Cornelius, NC | $840K | 4 | 23.5% |
| #26 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $682K | 4 | 6.5% |
| #26 | Lisa Cranford | 539316 | TRULIANT FEDERAL CREDIT UNION | 411251 | Winston Salem, NC | $560K | 4 | 14.8% |
| #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 | Troy Williamson | 117934 | Cornerstone Capital Bank, SSB | 2258 | Wilmington, NC | $933K | 4 | 22.2% |
| #37 | Sarah Wrynn | 266780 | Coastal Federal Credit Union | 619449 | Raleigh, NC | $666K | 3 | 27.3% |
| #37 | Char Lee Smith | 485886 | Atlantic Coast Mortgage, LLC | 643114 | Huntersville, NC | $786K | 3 | 30.0% |
| #37 | Carmen Smith | 111371 | NorthSide Mortgage Group LLC | 68411 | Mount Airy, NC | $908K | 3 | 16.7% |
| #37 | Vanessa Williams | 93227 | Alcova Mortgage LLC | 40508 | Hickory, NC | $407K | 3 | 25.0% |
| #37 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $597K | 3 | 13.6% |
| #37 | Kathryn Seagle | 113131 | CrossCountry Mortgage, LLC | 3029 | Cornelius, NC | $535K | 3 | 17.6% |
| #37 | Vanessa Jones | 1701963 | TRULIANT FEDERAL CREDIT UNION | 411251 | — | $146K | 3 | 23.1% |
| #37 | Dangela Pearson | 1056038 | AgSouth Farm Credit, ACA | 619788 | Asheboro, NC | $1.7M | 3 | 30.0% |
| #37 | Karl Hoeferlin | 119420 | Ixonia Bank | 423065 | Brookfield, WI | $1.1M | 3 | 25.0% |
| #37 | Garrick West | 81089 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $1.0M | 3 | 27.3% |
| #37 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $735K | 3 | 23.1% |
| #37 | Naomi Stevens | 59511 | FIRST HERITAGE MORTGAGE, LLC | 86548 | Cary, NC | $736K | 3 | 27.3% |
| #37 | Konstantina Konidaris | 77354 | NFM Lending, LLC | 2893 | Raleigh, NC | $756K | 3 | 10.3% |
| #37 | Eric Baldwin | 78944 | Alcova Mortgage LLC | 40508 | Greenville, NC | $188K | 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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2023
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