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 |
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 |
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 |
$91,889,478 |
311 |
|
Lucas A. Ross |
Metro Credit Union |
$76,148,988 |
324 |
|
James E. Hirbour |
Jeanne D’Arc |
$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 |
$46,465,086 |
176 |
|
Jacqueline M. LaBerge |
Metro Credit Union |
$44,606,599 |
276 |
|
Diane Stevens |
Hanscom Fed |
$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 |
$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 |
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 |
578 |
$79,300,050 |
|
Andrew Marquis |
Guaranteed Rate Inc. |
541 |
$209,057,750 |
|
Julie A. Long |
Commonwealth |
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
|
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 |
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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