Retention champions in North Carolina in 2022, 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 Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485895), Jacqueline Wampler (Primis Mortgage Company, NMLS #85964), and Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485898).
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 | Daniel McCoy | 485895 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $48.7M | 135 | 72.6% |
| #2 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $32.6M | 113 | 75.3% |
| #3 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $31.5M | 112 | 77.8% |
| #4 | BRIAN CROWDER | 511784 | PNC Bank, National Association | 446303 | Charlotte, NC | $18.6M | 18 | 72.0% |
| #5 | Ryan Estes | 505435 | More Life Mortgage, LLC | 2748762 | Raleigh, NC | $17.2M | 31 | 77.5% |
| #6 | Kathryn Sozzi | 145185 | First National Bank of Pennsylvania | 766529 | Charlotte, NC | $11.6M | 14 | 43.8% |
| #7 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $11.6M | 29 | 34.1% |
| #8 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $11.5M | 35 | 35.7% |
| #9 | William Scott | 627727 | Corning Federal Credit Union | 418440 | Wilmington, NC | $9.3M | 25 | 89.3% |
| #10 | William Mullinix | 116279 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Charlotte, NC | $9.0M | 15 | 34.1% |
| #11 | Nolan Link | 415512 | First National Bank of Pennsylvania | 766529 | Hillsborough, NC | $8.9M | 13 | 38.2% |
| #12 | John Sorrell | 115673 | University Bank | 715685 | Charleston, SC | $8.4M | 20 | 51.3% |
| #13 | Joshua Schaen | 533066 | Pinnacle Bank | 418535 | Mooresville, NC | $8.3M | 6 | 54.5% |
| #14 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $7.4M | 18 | 29.0% |
| #15 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $6.6M | 19 | 25.0% |
| #16 | Roger Moore | 69364 | Loan Pronto, Inc. | 1661781 | Austin, TX | $6.2M | 15 | 50.0% |
| #17 | Whitney Bulbrook | 48522 | Carolina Ventures Mortgage, LLC | 1032518 | Chapel Hill, NC | $5.9M | 18 | 62.1% |
| #18 | Shannon Rodden | 448778 | Wells Fargo Bank, National Association | 399801 | Charlotte, NC | $5.8M | 4 | 40.0% |
| #19 | James Gomola | 823305 | Fifth Third Bank, National Association | 403245 | Mooresville, NC | $5.3M | 3 | 8.8% |
| #20 | JORDAN WARREN | 1560207 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $5.3M | 12 | 80.0% |
| #21 | David Havlik | 105975 | SouthState Bank, N.A. | 403455 | Charlotte, NC | $5.3M | 7 | 36.8% |
| #22 | JAMIE BARRON | 561140 | First-Citizens Bank & Trust Company | 503941 | Raleigh, NC | $5.2M | 8 | 44.4% |
| #23 | Robert Rawls | 108449 | Movement Mortgage, LLC | 39179 | Mooresville, NC | $5.1M | 11 | 52.4% |
| #24 | Lance Johnson | 93035 | Regions Bank | 174490 | Charlotte, NC | $5.0M | 9 | 37.5% |
| #25 | Daniel Davis | 115481 | Millerbros. Lending LLC | 2502146 | Cary, NC | $4.9M | 19 | 51.4% |
| #26 | Vance Hagan | 1509747 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $4.6M | 14 | 53.8% |
| #27 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $4.3M | 11 | 25.0% |
| #28 | Alexander Lane | 561161 | Wells Fargo Bank, National Association | 399801 | Arden, NC | $4.3M | 5 | 38.5% |
| #29 | Raymond Shanahan | 117982 | Mutual of Omaha Mortgage, Inc. | 1025894 | Charlotte, NC | $4.2M | 8 | 18.2% |
| #30 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $4.2M | 18 | 19.6% |
| #31 | Benjamin Lewis | 1770298 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $3.9M | 12 | 44.4% |
| #32 | Elizabeth Carriere | 607559 | Fifth Third Bank, National Association | 403245 | Indian Land, SC | $3.9M | 4 | 28.6% |
| #33 | Amy Bonis | 106455 | GoPrime Mortgage, Inc. | 69551 | Wake Forest, NC | $3.8M | 15 | 42.9% |
| #34 | Lorri Hoffman | 105066 | Movement Mortgage, LLC | 39179 | Cornelius, NC | $3.8M | 13 | 33.3% |
| #35 | James Nesbit | 76308 | First-Citizens Bank & Trust Company | 503941 | Pinehurst, NC | $3.8M | 6 | 37.5% |
| #36 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $3.7M | 16 | 51.6% |
| #37 | Michael Alberico | 938749 | Carolina Mortgage Advisors, LLC | 2600849 | Charlotte, NC | $3.7M | 13 | 32.5% |
| #38 | IRENE SARABER | 93412 | The Huntington National Bank | 402436 | Charlotte, NC | $3.6M | 2 | 20.0% |
| #39 | Oscar Reto | 505436 | New American Funding, LLC | 6606 | Charlotte, NC | $3.6M | 8 | 30.8% |
| #40 | Simon Brais | 69837 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.6M | 10 | 27.8% |
| #41 | STEVEN ROYSTER | 654565 | State Employees' Credit Union | 430055 | Chapel Hill, NC | $3.6M | 10 | 90.9% |
| #42 | Dana Meadows | 70961 | Movement Mortgage, LLC | 39179 | Myrtle Beach, SC | $3.4M | 14 | 18.4% |
| #43 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $3.4M | 11 | 44.0% |
| #44 | Lisa Pittman | 767051 | United Community Bank | 421841 | Newland, NC | $3.3M | 7 | 53.8% |
| #45 | David Veach | 438110 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.3M | 10 | 71.4% |
| #46 | Ryan Smith | 112493 | Mutual of Omaha Mortgage, Inc. | 1025894 | Raleigh, NC | $3.2M | 8 | 30.8% |
| #47 | John Smith | 67369 | Integrated Funding and Development, Inc. | 46313 | Raleigh, NC | $3.2M | 7 | 50.0% |
| #48 | David Joyner | 67558 | North State Bank | 411971 | Raleigh, NC | $3.2M | 6 | 54.5% |
| #49 | STEPHEN KNORR | 79352 | Alcova Mortgage LLC | 40508 | Mount Pleasant, NC | $3.2M | 17 | 41.5% |
| #50 | Kelli Embler | 1702437 | Alcova Mortgage LLC | 40508 | Charlotte, NC | $3.1M | 7 | 33.3% |
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 Volume — North Carolina (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-volume/2022
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