LoanOriginators


Banker & Tradesman’s Fourth Annual Top Loan Originators

The real estate market in much of Massachusetts over the past two years has been nothing short of extraordinary. Many of the towns and cities in Greater Boston reached and surpassed their previous median home price peaks. Inventory remains at record lows. Multiple bids and waived inspections are the new normal.

In this cutthroat sellers’ market everything moves fast, from list to offer to sale. The many lenders in the commonwealth are working overtime to keep up with the demand generated by the thousands of would-be buyers from the Bay to the Berkshires.

All over the state, loan originators have worked hard in the face of increased demand and increased regulatory burden; they are to be commended for their well-deserved success and their contributions to helping families achieve their dreams of homeownership.

The Warren Group, publisher of Banker & Tradesman, has compiled the following list of the top loan originators of the past 12 months (April 1, 2016, through March 31, 2017). The originators are ranked by number of loans and loan volume statewide and by region, and by the institution with which they are most closely affiliated (credit unions, banks and mortgage companies).

All loan totals in these rankings are for loans closed between April 1, 2016, through March 31, 2017; totals include both purchase and non-purchase loans for residential properties. The lenders listed here are the ones for which the originator made the majority of their loans within the year’s timeframe. Data sourced from public records may contain errors. For more information please contact Data Solutions at 617-895-5365.

Banks Statewide Top Loan Originators by Number of Loans

Loan Originator

Bank

Number

Volume

 

Marcus J. Sohn

Leader Bank NA

481

$190,578,992

Keith T. Hapenney

Leader Bank NA

416

$174,142,207

Christopher Butts

Leader Bank NA

330

$118,512,065

Tina Rogers

Dean Cooperative Bank

273

$58,738,354

Barbara L. Matteson

Cape Cod Five Cents Savings Bank

265

$100,182,616

Vikas Selhi

Leader Bank NA

254

$94,762,555

Silvia G. Montinho

Main Street Bank

247

$39,460,535

Andrew S. Monticone

Leader Bank NA

242

$91,774,917

Matthew J. McCarthy

Leader Bank NA

241

$91,636,643

Caryl L. Connor

Greenfield Savings Bank

235

$32,152,339

 

Credit Unions Statewide Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

 

Lucas A. Ross

Metro Credit Union

324

$76,148,988

Michael Levine

Harvard University
Credit Union

311

$91,889,478

Jacqueline M. LaBerge

Metro Credit Union

276

$44,606,599

Jennifer Bloom

Quincy Credit Union

271

$50,194,785

Sarah Mayer

Workers Credit Union

259

$38,553,881

Susan M. Dupuis

Metro Credit Union

253

$39,392,074

Kimberly A. Nourse

Rockland Credit Union

219

$55,330,616

Arthur McCue

Metro Credit Union

212

$98,477,483

Michelle Plouffe

Digital Federal
Credit Union

187

$15,855,534

James E. Hirbour

Jeanne D’Arc Credit Union

181

$61,599,377

 

Mortgage Companies Statewide Top Loan Originators by Number of Loans

Loan Originator

Mortgage Company

Number

Volume

Shant Banosian

Guaranteed Rate Inc.

963

$384,938,992

Thomas G. Toland

Salem Five Mortgage Co.

598

$81,449,050

Harinder Singh Johar

Guaranteed Rate Inc.

576

$210,967,363

Andrew Marquis

Guaranteed Rate Inc.

568

$215,840,129

Julie A. Long

Commonwealth Mortgage

551

$174,413,092

Jonathan A. Weisman

Blue Door Mortgage

298

$111,902,643

Russell Odowd

Guaranteed Rate Inc.

288

$101,741,153

Allyson Kreycik

Guaranteed Rate Inc.

283

$129,650,509

Jason W. Evans

LoanDepot.Com LLC

278

$91,539,553

Joseph Smith

Guaranteed Rate Inc.

271

$130,561,858

 

Banks Statewide Top Loan Originators by Volume

Loan Originator

Bank

Volume

Number

Marcus J. Sohn

Leader Bank NA

$190,578,992

481

Keith T. Hapenney

Leader Bank NA

$174,142,207

416

Stephen Dicenso

Bank of New York Mellon

$159,158,983

142

Seth E. Goodwin

Wells Fargo Bank NA

$150,803,931

195

Richard Kertzman

First Republic Bank

$150,208,496

199

Christopher Butts

Leader Bank NA

$118,512,065

330

Patricia MacDonald

First Republic Bank

$112,261,770

117

Sueann Sheehan

First Republic Bank

$110,679,860

133

Meredith Spence

Wells Fargo Bank NA

$101,904,138

185

Barbara L. Matteson

Cape Cod Five Cents Savings Bank

$100,182,616

265

Credit Unions Statewide Top Loan Originators by Volume

Loan Originator

Credit Union

Volume

Number

Arthur McCue

Metro Credit Union

$98,477,483

212

Michael Levine

Harvard University
Credit Union

$91,889,478

311

Lucas A. Ross

Metro Credit Union

$76,148,988

324

James E. Hirbour

Jeanne D’Arc
Credit Union

$61,599,377

181

Kimberly A. Nourse

Rockland Credit Union

$55,330,616

219

Jennifer Bloom

Quincy Credit Union

$50,194,785

271

Joshua Rakiey

Hanscom Fed
Credit Union

$46,465,086

176

Jacqueline M. LaBerge

Metro Credit Union

$44,606,599

276

Diane Stevens

Hanscom Fed
Credit Union

$41,045,813

148

Susan M. Dupuis

Metro Credit Union

$39,392,074

253

 

Mortgage Companies Statewide Top Loan Originators by Volume

Name

Number Of Loans

Volume

Number

Shant Banosian

Guaranteed Rate Inc.

$384,938,992

963

Andrew Marquis

Guaranteed Rate Inc.

$215,840,129

568

Harinder Singh Johar

Guaranteed Rate Inc.

$210,967,363

576

Julie A. Long

Commonwealth Mortgage

$174,413,092

551

Joseph Smith

Guaranteed Rate Inc.

$130,561,858

271

Allyson Kreycik

Guaranteed Rate Inc.

$129,650,509

283

Jonathan A. Weisman

Blue Door Mortgage

$111,902,643

298

Peter Wheeler Fickeisen

William Raveis
Mortgage Co.

$109,913,544

224

Matthew E. Chabot

Washington Trust Mortgage Co.

$103,962,683

171

Russell Odowd

Guaranteed Rate Inc.

$101,741,153

288

 

Banks Eastern MA Top Loan Originators by Number of Loans

Loan Originator

Bank

Number

Volume

Marcus J. Sohn

Leader Bank NA

451

$180,377,772

Keith T. Hapenney

Leader Bank NA

386

$163,930,137

Christopher Butts

Leader Bank NA

316

$114,274,630

Vikas Selhi

Leader Bank NA

240

$89,735,555

Andrew S. Monticone

Leader Bank NA

238

$90,112,917

 

Credit Unions Eastern MA Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

Lucas A. Ross

Metro Credit Union

311

$72,370,904

Michael Levine

Harvard University
Credit Union

298

$88,865,961

Jacqueline M. LaBerge

Metro Credit Union

267

$42,615,424

Jennifer Bloom

Quincy Credit Union

266

$49,203,385

Susan M. Dupuis

Metro Credit Union

245

$38,453,274

 

Mortgage Companies Eastern MA Top Loan Originators by Number of Loans

Loan Originator

Mortgage Company

Number

Volume

Shant Banosian

Guaranteed Rate Inc.

865

$353,713,436

Thomas G. Toland

Salem Five
Mortgage Co.

578

$79,300,050

Andrew Marquis

Guaranteed Rate Inc.

541

$209,057,750

Julie A. Long

Commonwealth
Mortgage

482

$155,227,123

Harinder Singh Johar

Guaranteed Rate Inc.

413

$155,807,192

 

Banks Eastern MA Top Loan Originators by Volume

Loan Originator

Bank

Volume

Number

Marcus J. Sohn

Leader Bank NA

$180,377,772

451

Keith T. Hapenney

Leader Bank NA

$163,930,137

386

Seth E. Goodwin

Wells Fargo Bank NA

$147,225,223

189

Richard Kertzman

First Republic Bank

$140,691,746

187

Stephen Dicenso

Bank of New York Mellon

$122,033,533

108

 

Credit Unions Eastern MA Top Loan Originators by Volume

Loan Originator

Credit Union

Volume

Number

Arthur McCue

Metro Credit Union

$90,093,378

193

Michael Levine

Harvard University Credit Union

$88,865,961

298

Lucas A. Ross

Metro Credit Union

$72,370,904

311

James E. Hirbour

Jeanne D’Arc Credit Union

$57,309,977

172

Kimberly A. Nourse

Rockland Credit Union

$53,082,191

209

Mortgage Companies Eastern MA Top Loan Originators by Volume

Loan Originator

Mortgage Company

Volume

Number

Shant Banosian

Guaranteed Rate Inc.

$353,713,436

865

Andrew Marquis

Guaranteed Rate Inc.

$209,057,750

541

Harinder Singh Johar

Guaranteed Rate Inc.

$155,807,192

413

Julie A. Long

Commonwealth Mortgage

$155,227,123

482

Allyson Kreycik

Guaranteed Rate Inc.

$127,595,227

276

Banks Cape & Islands Top Loan Originators by Number of Loans

Loan Originator

Bank

Number

Volume

Patricia Lotane

Cape Cod Five Cents Savings Bank

238

$84,183,492

Barbara L. Matteson

Cape Cod Five Cents Savings Bank

235

$89,098,736

Daniel J. Pulit

Cape Cod Five Cents Savings Bank

184

$50,680,701

Bruce Harding

Cape Cod Cooperative Bank

167

$44,319,218

Meryl L. Watson

Cape Cod Five Cents Savings Bank

163

$69,940,708

 

Credit Unions Cape & Islands Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

Eleanor Weller

First Citizens Federal Credit Union

170

$23,322,252

Linda Lelland

Service Credit Union

21

$2,418,050

Jennifer Getzie

Service Credit Union

18

$2,988,950

June Edson-Frisiello

Members Plus Credit Union

11

$1,628,600

Lori L. Gaskins

Central One Federal Credit Union

7

$1,626,000

 

Mortgage Companies Cape & Islands Top Loan Originators by Number of Loans

Loan Originator

Mortgage Company

Number

Volume

Eric T. Steenstra

Residential Mortgage Services Inc.

106

$29,654,746

Maryann Taormina

Guaranteed Rate Inc.

80

$23,075,842

Frank A. Merola

William Raveis Mortgage Co.

71

$19,838,595

Talita Guerrero

Home Point Financial Corp.

66

$16,247,232

Craig T. Machnik

LoanDepot.Com LLC

62

$16,056,460

 

Banks Cape & Islands Top Loan Originators by Volume

Loan Originator

Bank

Volume

Number

Barbara L. Matteson

Cape Cod Five Cents Savings Bank

$89,098,736

235

Patricia Lotane

Cape Cod Five Cents Savings Bank

$84,183,492

238

Meryl L. Watson

Cape Cod Five Cents Savings Bank

$69,940,708

163

Tammy L. King

Cape Cod Five Cents Savings Bank

$58,801,290

136

Beth A. Meehan

Cape Cod Five Cents Savings Bank

$51,956,700

83

 

Credit Unions Cape & Islands Top Loan Originators by Volume

Loan Originator

Credit Union

Volume

Number

Eleanor Weller

First Citizens Federal Credit Union

$23,322,252

170

Jennifer Getzie

Service Credit Union

$2,988,950

18

James E. Hirbour

Jeanne D’Arc Credit Union

$2,780,400

5

Lucas A. Ross

Metro Credit Union

$2,467,000

6

Diane Stevens

Hanscom Federal Credit Union

$2,428,500

6

 

Mortgage Companies Cape & Islands Top Loan Originators by Volume

Loan Originator

Mortgage Company

Volume

Number

Eric T. Steenstra

Residential Mortgage Services Inc.

$29,654,746

106

Maryann Taormina

Guaranteed Rate Inc.

$23,075,842

80

Frank A. Merola

William Raveis Mortgage Co.

$19,838,595

71

James S. Screnci

Morgan Stanley

$17,735,083

12

Scott G. Liebkemann

Homebridge Financial Services Inc.

$17,418,980

47

 

Banks Central MA Top Loan Originators by Number of Loans

Loan Originator

Bank

Number

Volume

Beth Caico

Milford Federal Savings and Loan Assoc.

175

$34,997,778

Daniel P. Kirschner

Savers Cooperative Bank

148

$31,320,650

Donna M. Tiso

North Brookfield
Savings Bank

148

$22,497,732

Kelly Higgins

Milford Federal Savings and Loan Assoc.

138

$16,756,600

David B. Sampson

UniBank for Savings

136

$33,882,198

 

Credit Unions Central MA Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

Diane K. Farnsworth

Leominster Credit Union

148

$26,727,690

Douglas B. Lanzillo

Homefield Credit Union

129

$20,968,491

Elisa Gonzalez

IC Credit Union

119

$12,854,605

Dawn Ferry

IC Credit Union

118

$19,168,959

Sarah Mayer

Workers Credit Union

116

$15,337,232

 

Mortgage Companies Central MA Top Loan Originators by Number of Loans

Loan Originator

Mortgage Company

Number

Volume

William B. Murphy

Fairway Independent Mortgage

226

$50,751,636

Brian M. Moore

Fairway Independent Mortgage

155

$35,941,116

Harinder Singh Johar

Guaranteed Rate Inc.

148

$50,057,746

Trevor M. Mcfarland

Residential Mortgage Services Inc.

118

$24,044,221

Kelly J. Lizotte

Security First Mortgage Funding

105

$22,526,663

 

Banks Central MA Top Loan Originators by Volume

Loan Originator

Bank

Volume

Number

Beth Caico

Milford Federal Savings and Loan Assoc.

$34,997,778

175

David B. Sampson

UniBank for Savings

$33,882,198

136

Daniel P. Kirschner

Savers Cooperative Bank

$31,320,650

148

Gary A. Premo

Bank of Canton

$29,481,536

117

David C. Frechette

Mackinac Savings Bank

$25,437,368

106

 

Credit Unions Central MA Top Loan Originators by Volume

Loan Originator

Credit Union

Volume

Number

Diane K. Farnsworth

Leominster Credit Union

$26,727,690

148

Lori L. Gaskins

Central One Federal Credit Union

$23,801,473

108

Douglas B. Lanzillo

Homefield Credit Union

$20,968,491

129

Dawn Ferry

IC Credit Union

$19,168,959

118

Sarah Mayer

Workers Credit Union

$15,337,232

116

 

Mortgage Companies Central MA Top Loan Originators by Volume

Loan Originator

Mortgage Company

Volume

Number

William B. Murphy

Fairway Independent Mortgage

$50,751,636

226

Harinder Singh Johar

Guaranteed Rate Inc.

$50,057,746

148

Brian M. Moore

Fairway Independent Mortgage

$35,941,116

155

Peter Hurwitz

LoanDepot.Com LLC

$27,216,894

85

Trevor M. Mcfarland

Residential Mortgage Services Inc.

$24,044,221

118

 

Banks Western MA Top Loan Originators by Number of Loans

Loan Originator

Bank

Number

Volume

Caryl L. Connor

Greenfield Savings Bank

232

$32,083,339

April Healey

Greenfield Cooperative Bank

145

$23,607,509

Theresa Poloski

Monson Savings Bank

140

$25,653,016

Dawn Lampiasi

Adams Community Bank

138

$18,007,784

Marge Pero

Lee Bank

134

$26,876,480

Credit Unions Western MA Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

Pamela Patenaude

Polish National Credit Union

166

$31,198,590

Catherine Squires

Greylock Federal Credit Union

163

$20,113,657

Erin Carlotto

Greylock Federal Credit Union

159

$25,727,704

Paulo Marques

Luso Federal Credit Union

156

$23,345,699

Rachel Carvalho

Polish National Credit Union

154

$8,932,930

Mortgage Companies Western MA Top Loan Originators by Number of Loans

Loan Originator

Credit Union

Number

Volume

Jamie Pollard

Academy Mortgage Corp.

228

$36,667,939

Gary Talbot

Members Advantage Mortgage

182

$37,050,294

Eileen Hennessey

Academy Mortgage Corp.

138

$24,453,765

Todd Barron

Merrimack Mortgage Co. Inc.

127

$29,542,062

Mary T. Quesnel

Mortgage Network Inc.

126

$25,324,692

Banks Western MA Top Loan Originators by Volume

Loan Originator

Bank

Volume

Number

Beverly Orloski

PeoplesBank

$32,147,378

122

Caryl L. Connor

Greenfield Savings Bank

$32,083,339

232

Marge Pero

Lee Bank

$26,876,480

134

Theresa Poloski

Monson Savings Bank

$25,653,016

140

April Healey

Greenfield Cooperative Bank

$23,607,509

145

Credit Unions Western MA Top Loan Originators by Volume

Loan Originator

Credit Union

Volume

Number

Pamela Patenaude

Polish National Credit Union

$31,198,590

166

Michael Kelley

Polish National Credit Union

$28,338,725

151

Erin Carlotto

Greylock Federal Credit Union

$25,727,704

159

Paulo Marques

Luso Federal Credit Union

$23,345,699

156

Sharon Hamel

Holyoke Credit Union

$22,764,671

145

Mortgage Companies Western MA Top Loan Originators by Volume

Loan Originator

Mortgage Company

Volume

Number

Gary Talbot

Members Advantage Mortgage

$37,050,294

182

Jamie Pollard

Academy Mortgage Corp.

$36,667,939

228

Todd Barron

Merrimack Mortgage Co. Inc.

$29,542,062

127

Mary T. Quesnel

Mortgage Network Inc.

$25,324,692

126

Lindsay Barron

Merrimack Mortgage Co. Inc.

$25,202,989

113

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