Retention champions in North Carolina in 2023, 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 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% |
| #5 | William Mitchell | 536906 | Corning Federal Credit Union | 418440 | Corning, NY | $5.1M | 10 | 66.7% |
| #6 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $4.9M | 13 | 14.3% |
| #7 | Daniel McCoy | 485895 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $4.5M | 9 | 7.3% |
| #8 | Michael Sabido | 659123 | Intercoastal Mortgage, LLC | 56323 | Stanley, NC | $4.4M | 9 | 81.8% |
| #9 | David Rose | 1446598 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $4.4M | 12 | 70.6% |
| #10 | Jamie Harrington | 111660 | Lower, LLC | 1124061 | Wilmington, NC | $4.3M | 10 | 52.6% |
| #11 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $3.6M | 9 | 22.5% |
| #12 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $2.4M | 6 | 35.3% |
| #13 | Tamela Stowe | 91236 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Mooresville, NC | $2.2M | 4 | 25.0% |
| #14 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $1.9M | 6 | 27.3% |
| #15 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $1.9M | 5 | 14.7% |
| #16 | Joshua Burruss | 181603 | Intercoastal Mortgage, LLC | 56323 | Reston, VA | $1.9M | 6 | 60.0% |
| #17 | Dangela Pearson | 1056038 | AgSouth Farm Credit, ACA | 619788 | Asheboro, NC | $1.7M | 3 | 30.0% |
| #18 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $1.7M | 5 | 16.7% |
| #19 | Mary Fleetwood | 1077641 | Advantage Lending, LLC | 56871 | Raleigh, NC | $1.6M | 5 | 38.5% |
| #20 | William Mullinix | 116279 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Charlotte, NC | $1.5M | 2 | 12.5% |
| #21 | Jack Fitzgerald | 1719356 | Intercoastal Mortgage, LLC | 56323 | — | $1.4M | 6 | 40.0% |
| #22 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $1.3M | 4 | 33.3% |
| #23 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $1.3M | 4 | 20.0% |
| #24 | Janine Eliya | 1916056 | Pure Rate Mortgage LLC | 2578474 | Charlotte, NC | $1.2M | 5 | 45.5% |
| #25 | George Pingho | 69400 | Old Country Mortgage Services, Inc. | 1124973 | Winston Salem, NC | $1.1M | 4 | 20.0% |
| #26 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $1.1M | 5 | 20.0% |
| #27 | Karl Hoeferlin | 119420 | Ixonia Bank | 423065 | Brookfield, WI | $1.1M | 3 | 25.0% |
| #28 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $1.0M | 4 | 16.0% |
| #29 | Garrick West | 81089 | CrossCountry Mortgage, LLC | 3029 | Raleigh, NC | $1.0M | 3 | 27.3% |
| #30 | Joseph Kowitz | 172783 | Caliver Beach Mortgage, LLC | 1434247 | Owings Mills, MD | $997K | 2 | 16.7% |
| #31 | Brian Campbell | 414499 | Truist Bank | 399803 | Kernersville, NC | $939K | 2 | 16.7% |
| #32 | Troy Williamson | 117934 | Cornerstone Capital Bank, SSB | 2258 | Wilmington, NC | $933K | 4 | 22.2% |
| #33 | Carmen Smith | 111371 | NorthSide Mortgage Group LLC | 68411 | Mount Airy, NC | $908K | 3 | 16.7% |
| #34 | John Norment | 115013 | New American Funding, LLC | 6606 | Raleigh, NC | $893K | 5 | 22.7% |
| #35 | Russell Smith | 78989 | Alcova Mortgage LLC | 40508 | Whiteville, NC | $885K | 2 | 18.2% |
| #36 | Theresa Rogers | 519302 | Lower, LLC | 1124061 | New Bern, NC | $866K | 2 | 18.2% |
| #37 | Lorrie Womble | 680201 | Guild Mortgage Company LLC | 3274 | Cornelius, NC | $840K | 4 | 23.5% |
| #38 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $837K | 4 | 36.4% |
| #39 | Mark Scarrow | 178678 | Movement Mortgage, LLC | 39179 | — | $809K | 3 | 20.0% |
| #40 | Kelli Embler | 1702437 | Alcova Mortgage LLC | 40508 | Charlotte, NC | $792K | 1 | 9.1% |
| #41 | Char Lee Smith | 485886 | Atlantic Coast Mortgage, LLC | 643114 | Huntersville, NC | $786K | 3 | 30.0% |
| #42 | Lorri Hoffman | 105066 | Movement Mortgage, LLC | 39179 | Cornelius, NC | $759K | 2 | 11.8% |
| #43 | Konstantina Konidaris | 77354 | NFM Lending, LLC | 2893 | Raleigh, NC | $756K | 3 | 10.3% |
| #44 | Stacey Johnson | 81165 | Coastal Federal Credit Union | 619449 | Raleigh, NC | $752K | 1 | 10.0% |
| #45 | Naomi Stevens | 59511 | FIRST HERITAGE MORTGAGE, LLC | 86548 | Cary, NC | $736K | 3 | 27.3% |
| #46 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $735K | 3 | 23.1% |
| #47 | Brian Carson | 129691 | New Story Lending LLC | 2440499 | Charlotte, NC | $723K | 2 | 15.4% |
| #48 | Christopher Hutchens | 117377 | Guaranteed Rate, Inc. | 2611 | Pinehurst, NC | $700K | 1 | 7.1% |
| #49 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $682K | 4 | 6.5% |
| #50 | Courtney Cherry | 1045324 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $677K | 2 | 15.4% |
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 (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-volume/2023
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