Retention champions in Washington in 2026, 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 Daniel Meier (CMG Mortgage, Inc., NMLS #880575), Mohammad Shah (Trusted Mortgage Capital Inc, NMLS #1198498), and XIAOBO NI (Boeing Employees' Credit Union, NMLS #1015707).
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 Meier | 880575 | CMG Mortgage, Inc. | 1820 | Snohomish, WA | $46.8M | 57 | 56.4% |
| #2 | Mohammad Shah | 1198498 | Trusted Mortgage Capital Inc | 2411952 | Irvine, CA | $18.2M | 35 | 63.6% |
| #2 | XIAOBO NI | 1015707 | Boeing Employees' Credit Union | 490518 | Tukwila, WA | $39.2M | 35 | 52.2% |
| #4 | Derek Wetzel | 487553 | Guaranteed Rate, Inc. | 2611 | Bellevue, WA | $29.4M | 34 | 59.6% |
| #5 | Kevin Wang | 1519351 | City National Bank | 536994 | Los Angeles, CA | $43.2M | 31 | 38.3% |
| #6 | Melany Hannibal | 502019 | U.S. Bank National Association | 402761 | Bellevue, WA | $43.6M | 30 | 76.9% |
| #7 | Julie Johnson | 302214 | CrossCountry Mortgage, LLC | 3029 | Seattle, WA | $25.3M | 29 | 40.3% |
| #7 | Oleg Tkach | 90937 | NFM Lending, LLC | 2893 | Lynnwood, WA | $12.9M | 29 | 40.8% |
| #9 | Casey Oiness | 265169 | Guild Mortgage Company LLC | 3274 | Bellevue, WA | $18.6M | 28 | 45.9% |
| #9 | Michael Bettineski | 404533 | Guild Mortgage Company LLC | 3274 | Longview, WA | $7.4M | 28 | 75.7% |
| #11 | Petros Christophilis | 92866 | NFM Lending, LLC | 2893 | Lynnwood, WA | $20.1M | 26 | 40.6% |
| #11 | April Reichert | 166364 | Guild Mortgage Company LLC | 3274 | Federal Way, WA | $9.1M | 26 | 92.9% |
| #11 | Aaron Tyler | 130688 | U.S. Bank National Association | 402761 | Hopkins, MN | $33.0M | 26 | 76.5% |
| #14 | Ravichandra Sriram | 1951300 | ENSURE HOME LOANS LLC | 1666674 | Lewisville, TX | $17.6M | 25 | 65.8% |
| #15 | Venkata Kiran Annamraju | 1149405 | U.S. Bank National Association | 402761 | Bellevue, WA | $22.8M | 22 | 75.9% |
| #15 | Teddy Klarich | 1897317 | Fairway Independent Mortgage Corporation | 2289 | Kirkland, WA | $13.9M | 22 | 78.6% |
| #15 | Zhengwen Luo | 1403108 | General Mortgage Capital Corporation | 254895 | Burlingame, CA | $14.2M | 22 | 75.9% |
| #18 | Brett Burns | 320423 | CrossCountry Mortgage, LLC | 3029 | Lacey, WA | $13.7M | 20 | 42.6% |
| #18 | Joel Lundberg | 22002 | JB Associates, LLC | 21751 | Puyallup, WA | $10.2M | 20 | 71.4% |
| #20 | Robert Tamaela | 68714 | Western Washington Mortgage Inc | 67846 | Issaquah, WA | $10.4M | 19 | 70.4% |
| #20 | Dawn James | 487467 | NewRez LLC | 3013 | Gig Harbor, WA | $10.6M | 19 | 47.5% |
| #20 | John Dennis | 1693662 | C2 Financial Corporation | 135622 | Everett, WA | $16.5M | 19 | 67.9% |
| #23 | Seth Raddue | 90509 | Franklin Loan Corporation | 237653 | Kirkland, WA | $14.2M | 18 | 52.9% |
| #23 | Jonathan Wagher | 116573 | Movement Mortgage, LLC | 39179 | Seattle, WA | $12.7M | 18 | 58.1% |
| #23 | Mark Villano | 1306487 | CrossCountry Mortgage, LLC | 3029 | Lakewood, WA | $9.1M | 18 | 60.0% |
| #26 | RYAN DORMAN | 269939 | Evergreen Moneysource Mortgage Company | 3182 | Puyallup, WA | $7.0M | 17 | 51.5% |
| #26 | Hyun Yim | 507090 | MLD Mortgage Inc. | 1019 | Bellevue, WA | $10.3M | 17 | 81.0% |
| #26 | James Nesbit | 205930 | Guild Mortgage Company LLC | 3274 | Tumwater, WA | $5.1M | 17 | 43.6% |
| #26 | Taylor Radniecki | 1965523 | CrossCountry Mortgage, LLC | 3029 | Lakewood, WA | $8.6M | 17 | 94.4% |
| #30 | Philip Boos | 1187899 | OriginPoint LLC | 2185899 | Kirkland, WA | $15.6M | 16 | 72.7% |
| #30 | Nicholas Onstad-Hawes | 1558953 | Sammamish Mortgage Company | 118653 | Bellevue, WA | $10.3M | 16 | 51.6% |
| #30 | Harrison Lee | 1311628 | JPMorgan Chase Bank, National Association | 399798 | Seattle, WA | $11.1M | 16 | 69.6% |
| #33 | April Janas | 299013 | CrossCountry Mortgage, LLC | 3029 | Puyallup, WA | $9.7M | 15 | 35.7% |
| #33 | Maryam Shariat | 1496456 | U.S. Bank National Association | 402761 | Hopkins, MN | $16.9M | 15 | 57.7% |
| #33 | Ben Larson | 152377 | Cornerstone First Mortgage, LLC | 173855 | Fife, WA | $5.9M | 15 | 65.2% |
| #33 | Theodore Buchanan | 184962 | Movement Mortgage, LLC | 39179 | Seattle, WA | $10.9M | 15 | 71.4% |
| #33 | Manan Patel | 1846778 | Wells Fargo Bank, National Association | 399801 | Bellevue, WA | $13.8M | 15 | 65.2% |
| #38 | Daniel Forbes | 487449 | Synergy One Lending, Inc. | 1907235 | San Diego, CA | $9.5M | 14 | 66.7% |
| #38 | Paul Perkins | 147630 | Guild Mortgage Company LLC | 3274 | Bellevue, WA | $7.7M | 14 | 70.0% |
| #38 | Tuan Le | 1187441 | TM LENDING INC | 2825138 | Bellevue, WA | $8.0M | 14 | 66.7% |
| #38 | Bradley Overlin | 987905 | Movement Mortgage, LLC | 39179 | Bellevue, WA | $10.8M | 14 | 66.7% |
| #38 | Arkadi Gabrielian | 693753 | Bank of America, N.A. | 399802 | Redmond, WA | $15.3M | 14 | 58.3% |
| #38 | Ryan Mallory | 1456785 | CrossCountry Mortgage, LLC | 3029 | Bothell, WA | $9.8M | 14 | 45.2% |
| #44 | Melanie Boyajian | 1012156 | Guild Mortgage Company LLC | 3274 | Lacey, WA | $7.0M | 13 | 52.0% |
| #44 | Saul Bailey | 114610 | Boeing Employees' Credit Union | 490518 | Tukwila, WA | $12.6M | 13 | 68.4% |
| #44 | Trinh Ton | 131020 | First Technology Federal Credit Union | 466914 | Redmond, WA | $13.9M | 13 | 48.1% |
| #44 | Mark Wambold | 248580 | CrossCountry Mortgage, LLC | 3029 | Gig Harbor, WA | $8.0M | 13 | 65.0% |
| #44 | Jolene Messmer | 379952 | Movement Mortgage, LLC | 39179 | Kirkland, WA | $9.8M | 13 | 39.4% |
| #44 | Jacob Lambro | 2019871 | Guild Mortgage Company LLC | 3274 | Bellevue, WA | $8.4M | 13 | 86.7% |
| #44 | Becky Farrar | 487446 | Evergreen Moneysource Mortgage Company | 3182 | Bellingham, WA | $6.7M | 13 | 72.2% |
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 — Washington (2026). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/washington/top-retention-by-units/2026
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