Retention champions in South 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 CHRISTINE STRIMPLE (1ST FEDERAL SAVINGS BANK OF SC, INC., NMLS #789918), William Pelham (Intercoastal Mortgage, LLC, NMLS #397092), and Alfred White (First-Citizens Bank & Trust Company, NMLS #758160).
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 | CHRISTINE STRIMPLE | 789918 | 1ST FEDERAL SAVINGS BANK OF SC, INC. | 643568 | Edisto Island, SC | $6.0M | 16 | 84.2% |
| #2 | William Pelham | 397092 | Intercoastal Mortgage, LLC | 56323 | Columbia, SC | $5.3M | 11 | 64.7% |
| #3 | Alfred White | 758160 | First-Citizens Bank & Trust Company | 503941 | Charleston, SC | $3.9M | 5 | 33.3% |
| #4 | Gina Lovon | 1374880 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $3.9M | 28 | 52.8% |
| #5 | Charles Reed | 189915 | Intercoastal Mortgage, LLC | 56323 | Bluffton, SC | $3.8M | 12 | 70.6% |
| #6 | Robert Crowe | 825658 | SOUTHERN BANK | 798569 | Myrtle Beach, SC | $3.4M | 4 | 26.7% |
| #7 | Brett McDonald | 840915 | CalCon Mutual Mortgage LLC | 46375 | Charleston, SC | $2.9M | 9 | 42.9% |
| #8 | Daniel Amick | 1471720 | First Community Bank | 474532 | West Columbia, SC | $2.9M | 6 | 46.2% |
| #9 | Ryan Gesser | 452979 | Ameris Bank | 408099 | Mount Pleasant, SC | $2.9M | 4 | 28.6% |
| #10 | Kelly Phillips | 552587 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.8M | 4 | 33.3% |
| #11 | Daniel Butts | 448596 | Fifth Third Bank, National Association | 403245 | Charleston, SC | $2.7M | 4 | 36.4% |
| #12 | Tiyler Bratset | 2061944 | NVR Mortgage Finance, Inc. | 1127 | Greenville, SC | $2.5M | 10 | 90.9% |
| #13 | Mary Kolb | 415199 | Gateway First Bank | 7233 | Sumter, SC | $2.2M | 10 | 50.0% |
| #14 | Gregory Meyer | 552535 | Velocio Mortgage L.L.C. | 1529234 | Charleston, SC | $2.2M | 5 | 38.5% |
| #15 | Justin Goble | 854728 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $2.2M | 25 | 61.0% |
| #16 | Dina McDowell | 1376733 | Spero Financial Federal Credit Union | 421377 | Greenville, SC | $2.0M | 4 | 33.3% |
| #17 | Nicholas Kristoff | 379253 | CrossCountry Mortgage, LLC | 3029 | Bluffton, SC | $2.0M | 5 | 35.7% |
| #18 | PADDI BAILEY | 414563 | Gateway First Bank | 7233 | Beaufort, SC | $1.9M | 6 | 37.5% |
| #19 | Mark Widener | 1287621 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.8M | 15 | 44.1% |
| #20 | Lance Walters | 1161562 | Founders Federal Credit Union | 410646 | Lancaster, SC | $1.8M | 14 | 50.0% |
| #21 | Wonida Welch | 652830 | New American Funding, LLC | 6606 | Columbia, SC | $1.7M | 11 | 35.5% |
| #22 | Tara Small | 1589074 | Pulte Mortgage LLC | 1791 | Denver, CO | $1.7M | 4 | 33.3% |
| #23 | James Weston | 223006 | FIRST PALMETTO BANK | 409030 | Columbia, SC | $1.7M | 9 | 56.3% |
| #24 | William Davis | 69773 | Guaranteed Rate, Inc. | 2611 | Greenville, SC | $1.7M | 6 | 60.0% |
| #25 | Wesley Sellew | 71583 | Renasant Bank | 402669 | Mount Pleasant, SC | $1.7M | 4 | 26.7% |
| #26 | Leticia Harmon | 412116 | South Carolina Federal Credit Union | 411731 | — | $1.7M | 13 | 52.0% |
| #27 | Nicolaas deVries | 474224 | DHI MORTGAGE COMPANY, LTD. | 14622 | Charleston, SC | $1.6M | 4 | 25.0% |
| #28 | Stacy Mizzell | 263750 | Affordable Mortgage Advisors, LLC | 139164 | Greenville, SC | $1.5M | 7 | 29.2% |
| #29 | Bradley Ellis | 780331 | Coastal States Mortgage, Inc. | 154698 | Hilton Head Island, SC | $1.5M | 3 | 30.0% |
| #30 | Crystal Bohner | 1158818 | Movement Mortgage, LLC | 39179 | — | $1.5M | 5 | 50.0% |
| #31 | William Holman | 232409 | loanDepot.com, LLC | 174457 | Lexington, SC | $1.4M | 7 | 23.3% |
| #32 | Todd Sevier | 285711 | Edge Home Finance, LLC | 891464 | North Charleston, SC | $1.4M | 5 | 35.7% |
| #33 | Samiyah Herman | 1155284 | Her Works LLC | 2486184 | — | $1.4M | 3 | 18.8% |
| #34 | Sabra Lane | 19442 | Ameris Bank | 408099 | Irmo, SC | $1.4M | 7 | 63.6% |
| #35 | David Crowell | 12620 | Northpoint Mortgage, Inc. | 1515 | Hilton Head Island, SC | $1.4M | 2 | 16.7% |
| #36 | Scott Krumwiede | 244499 | HTM Marketing Inc dba ABC Mortgage Company | 231635 | Myrtle Beach, SC | $1.3M | 6 | 42.9% |
| #37 | Virginia Smith | 474212 | Security Federal Bank | 456430 | Aiken, SC | $1.3M | 4 | 40.0% |
| #38 | Valerie Lee | 282275 | Upstate Mortgage, Inc. | 268291 | Greenville, SC | $1.3M | 4 | 36.4% |
| #39 | Corie Davis | 1207836 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.2M | 4 | 30.8% |
| #40 | Stephanie Ramere | 1269763 | Founders Federal Credit Union | 410646 | Rock Hill, SC | $1.2M | 6 | 33.3% |
| #41 | Archie Catoe | 1716840 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $1.1M | 3 | 23.1% |
| #42 | Amanda Robinson | 1534752 | DHI MORTGAGE COMPANY, LTD. | 14622 | Charleston, SC | $1.1M | 3 | 17.6% |
| #43 | Brandon Calhoun | 107812 | COUNTYBANK | 462088 | Greenville, SC | $1.1M | 5 | 41.7% |
| #44 | Jennifer Morris | 249382 | Fifth Third Bank, National Association | 403245 | Mount Pleasant, SC | $1.1M | 2 | 18.2% |
| #45 | Patricia McClelland | 923767 | Vanderbilt Mortgage and Finance, Inc. | 1561 | Summerville, SC | $1.1M | 2 | 12.5% |
| #46 | ROBERT BATSON | 448634 | SouthState Bank, N.A. | 403455 | Greenville, SC | $1.1M | 6 | 33.3% |
| #47 | Justin Turner | 1802935 | NVR Mortgage Finance, Inc. | 1127 | Greenville, SC | $1.0M | 5 | 33.3% |
| #48 | Margaret Robinson | 474262 | CMG Mortgage, Inc. | 1820 | Rock Hill, SC | $1.0M | 6 | 33.3% |
| #49 | Matthew Hunter | 244437 | Assurance Financial Group, L.L.C. | 70876 | Aiken, SC | $991K | 3 | 20.0% |
| #50 | Ali Makki | 1957823 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $970K | 4 | 36.4% |
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 — South Carolina (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/south-carolina/top-retention-by-volume/2023
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