Retention champions in Ohio in 2023, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Sheri Smith (PSE CREDIT UNION, INC, NMLS #456283), David Pfeil (Stark Federal Credit Union, NMLS #180229), and Todd Nerlinger (First Commonwealth Bank, NMLS #641549).
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 | Sheri Smith | 456283 | PSE CREDIT UNION, INC | 410031 | Medina, OH | $1.8M | 20 | 74.1% |
| #2 | David Pfeil | 180229 | Stark Federal Credit Union | 455735 | Canton, OH | $1.0M | 17 | 65.4% |
| #3 | Todd Nerlinger | 641549 | First Commonwealth Bank | 479240 | Milford, OH | $3.8M | 14 | 50.0% |
| #3 | William Tinker | 7950 | Union Savings Bank | 446047 | — | $1.8M | 14 | 58.3% |
| #5 | Nicole Au | 712494 | The Park National Bank | 539527 | Mount Vernon, OH | $1.6M | 13 | 68.4% |
| #6 | James Wendel | 585822 | Union Savings Bank | 446047 | Franklin, OH | $2.5M | 12 | 46.2% |
| #6 | Michael Smith | 709769 | Merchants National Bank | 695837 | Washington Court House, OH | $3.0M | 12 | 60.0% |
| #6 | EJ Gurile | 746953 | The Park National Bank | 539527 | Lancaster, OH | $1.5M | 12 | 70.6% |
| #6 | Jessica Straub | 575624 | The Huntington National Bank | 402436 | Youngstown, OH | $736K | 12 | 50.0% |
| #6 | JONATHAN MERKEL | 9492 | Union Savings Bank | 446047 | Dayton, OH | $2.3M | 12 | 54.5% |
| #11 | Kim Castello | 421618 | SSB Community Bank | 523450 | Strasburg, OH | $2.0M | 11 | 84.6% |
| #11 | Teague Reed | 585819 | Union Savings Bank | 446047 | Cincinnati, OH | $2.2M | 11 | 73.3% |
| #11 | Jesse DeJacimo | 251018 | Ixonia Bank | 423065 | Brookfield, WI | $1.6M | 11 | 16.9% |
| #14 | Michael Harrison | 655476 | Union Savings Bank | 446047 | Cincinnati, OH | $2.8M | 10 | 52.6% |
| #14 | Jeffrey Szeszak | 1195897 | UNITY CATHOLIC FEDERAL CREDIT UNION | 783185 | Parma, OH | $646K | 10 | 41.7% |
| #16 | Timothy Adams | 438939 | First Federal Community Bank of Bucyrus | 419803 | Bucyrus, OH | $4.3M | 9 | 75.0% |
| #16 | Joseph Koester | 709407 | CrossCountry Mortgage, LLC | 3029 | Blue Ash, OH | $2.3M | 9 | 52.9% |
| #16 | James Meyer | 746985 | The Park National Bank | 539527 | Mount Vernon, OH | $923K | 9 | 42.9% |
| #16 | Shelly Kiser | 475643 | MECHANICS BANK | 469606 | — | $829K | 9 | 45.0% |
| #16 | Lisa Karling | 427921 | North Valley Bank | 488281 | Zanesville, OH | $1.5M | 9 | 42.9% |
| #16 | Kathleen Vanek | 716953 | The Farmers National Bank of Canfield | 645623 | Middlefield, OH | $1.6M | 9 | 60.0% |
| #16 | JAMES HUBBARD | 718110 | Guardian Savings Bank | 449474 | Cincinnati, OH | $1.3M | 9 | 64.3% |
| #16 | Jason Rings | 497617 | Union Savings Bank | 446047 | Columbus, OH | $603K | 9 | 39.1% |
| #16 | Jason Harris | 573906 | Guaranteed Rate, Inc. | 2611 | Columbus, OH | $3.0M | 9 | 31.0% |
| #16 | Timothy Jenkins | 267759 | Superior Credit Union, Inc. | 746357 | Cincinnati, OH | $617K | 9 | 60.0% |
| #16 | Jarrett Hottman | 1564428 | First Federal Community Bank of Bucyrus | 419803 | Marysville, OH | $2.7M | 9 | 50.0% |
| #16 | Ronald Szuch | 251830 | Home Federal Savings and Loan Association of Niles | 531681 | Westlake, OH | $4.2M | 9 | 39.1% |
| #16 | Aaron Pettrey | 1038767 | Union Savings Bank | 446047 | Columbus, OH | $1.2M | 9 | 47.4% |
| #16 | JAMES BURTON | 801067 | 1st National Bank | 807212 | Lebanon, OH | $1.4M | 9 | 81.8% |
| #30 | Tammy Strader | 564838 | The Huntington National Bank | 402436 | West Milton, OH | $687K | 8 | 40.0% |
| #30 | Marlin Moschell | 716949 | The Farmers National Bank of Canfield | 645623 | Orwell, OH | $1.2M | 8 | 40.0% |
| #30 | Andrew Huggins | 428025 | CrossCountry Mortgage, LLC | 3029 | Dayton, OH | $1.8M | 8 | 34.8% |
| #30 | Melissa Grant | 1814366 | Dover-Phila Federal Credit Union | 445116 | Dover, OH | $189K | 8 | 47.1% |
| #30 | Kevin McBride | 273662 | CIVISTA BANK | 412766 | West Harrison, IN | $692K | 8 | 80.0% |
| #30 | Mary Ann George | 554356 | The Citizens National Bank of Bluffton | 439892 | Lima, OH | $1.5M | 8 | 57.1% |
| #30 | Jennifer Garvin | 1650827 | Firelands Federal Credit Union | 408168 | Galion, OH | $390K | 8 | 61.5% |
| #30 | Patricia Ball | 1593684 | The Community Bank | 403255 | Heath, OH | $2.2M | 8 | 61.5% |
| #30 | Victoria Thomas | 1915632 | The Park National Bank | 539527 | Zanesville, OH | $422K | 8 | 66.7% |
| #30 | Edith Kowalski | 616998 | Third Federal Savings & Loan Association | 449401 | Rocky River, OH | $1.8M | 8 | 47.1% |
| #40 | David Rodriguez | 428094 | The Huntington National Bank | 402436 | Chardon, OH | $900K | 7 | 63.6% |
| #40 | Thomas Stepanovsky | 564930 | The Huntington National Bank | 402436 | Newark, OH | $545K | 7 | 36.8% |
| #40 | Mark Myers | 438947 | Union Savings Bank | 446047 | Dayton, OH | $1.8M | 7 | 29.2% |
| #40 | Jeremy Morrow | 715639 | The Park National Bank | 539527 | New Concord, OH | $465K | 7 | 53.8% |
| #40 | Mark Hamad | 585817 | Union Savings Bank | 446047 | Cincinnati, OH | $1.4M | 7 | 46.7% |
| #40 | Larry Heydon Jr | 427814 | Citizens Bank, National Association | 433960 | Akron, OH | $1.0M | 7 | 63.6% |
| #40 | Randall Bruns | 464300 | ST. HENRY BANK, THE | 415884 | Saint Henry, OH | $1.2M | 7 | 58.3% |
| #40 | Jeannine Thomas | 563078 | The Huntington National Bank | 402436 | Massillon, OH | $894K | 7 | 53.8% |
| #40 | Scott Snapp | 408700 | loanDepot.com, LLC | 174457 | Findlay, OH | $1.6M | 7 | 11.1% |
| #40 | Robert Lang | 638193 | Union Savings Bank | 446047 | Cincinnati, OH | $14K | 7 | 25.0% |
| #40 | Jeana Davis | 687115 | KEMBA Financial Credit Union | 292230 | Gahanna, OH | $501K | 7 | 38.9% |
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 — Ohio (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/ohio/top-retention-by-units/2023
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