Whether you know it or not, you’ve got an inner sales fanatic that’s dying to show off. Truth be told, having strong sales skills doesn’t require you to have a knack for persuasion. Creating consistent sales is much more about knowing the right actions to take and having meaningful conversations.

Winning opportunities

If you want a victory, you have to create winning opportunities. That means you need to learn how to set yourself up for success. To do this, focus on your three types of traffic: long term, short term and layup.

Long-term traffic is colder business leads or slow buyers. This will be the majority of your traffic at any given time. That’s why it’s important to consistently create content for your audience. Your content will take long-term traffic and convert it into clients over time. These people need to be nurtured through your content so that you consistently have cold traffic that’s warming up to convert into sales. 

Short-term traffic is warmer leads or speedy buyers. These are the people who have been around for a while and trust you, or they’re the people who know soon after first meeting you that you’re the person they want to work with. These prospects rely on their gut reaction to you, so it’s important that your messaging is on point to serve them. Yet another reason why your content is vital. 

Layup traffic consists of unexpected leads and referrals. Most often, these are your easiest and fastest sales, but you can’t plan for them because you don’t know when they’re coming. To keep a steady stream of layup leads, you have to nurture your referral partners. The more you pour value into your referral partners, keep in touch with them and regularly ask what referrals they have for you, the more layup traffic you’ll have.

By creating consistent content that shows leads who you are and how you can help them, on top of nurturing your referral partners, you keep these three lead sources healthy so that you’re consistently creating three ways to score. There are so many ways to attract and keep your clients that it can be a little overwhelming to hone in on what’s going to work for you. That’s why you only need to focus on specific ways of attracting and retaining your clients. 

Attracting business

When you’re focusing on attracting clients, it’s all about the connection. How are you creating ways for people to understand who you are, connect with your message and convert into clients? You don’t have to use every tactic under the sun. That would be exhausting. What methods are you going to choose?

One of the most powerful ways to attract clients is video content, because prospects can decide quickly if they jive with you or not. This is where you can leverage your personality and expertise to provide great value to your audience. Video content is a great way to naturally stand out because even if you were to say the exact same things as your competitor, your personality and how you communicate can make you stand out. That’s serious power. 

Written content is another communication method that continues to be a great way to attract leads and land clients. Written content can be social media posts, newsletters, blogs, articles and even such things as thank-you letters. This content allows your audience to digest your words in a different way. Seeing your words is different than hearing your words. Your audience will bring their own tone, meaning and perception to what you write, so you have to be clear about what you’re writing, the meaning and the perception that the majority of your audience will have. 

Also consider livestreaming. Think of livestreams and videos as cousins, not twins. Livestreams have their own strengths and requirements. For example, if you get tongue-tied in front of the camera and need some time to warm up before filming, livestreams may be a little too much right away. Livestreams require you to trust your ability to talk to your audience without editing the footage. 

This is great if you’re used to speaking, teaching or holding powerful conversations. If you’re not, then you may want to practice livestreaming first with prerecorded video. What makes livestreams so powerful is their authenticity. Your audience is aware that there’s no redo. They get to see what makes you human. If you put your foot in your mouth, they see it. If you have a brilliant teaching moment, they see it. There’s no hiding with livestreams, which is why they build goodwill and trust so quickly. 

Networking is another way of connecting with clients. Whether you need to network virtually or in person, the same rules apply. Meeting new people and having meaningful conversations will consistently yield new leads and relationships. 

The trick here is going into conversations with the intention to get to know the other person. That’s it. You’re not trying to make a sale or convince someone you’re the bee’s knees. You’re simply getting to know them to see if there’s a connection and what that connection is. Many of these conversations end up in sales opportunities, but that’s not the goal. 

This is a good way to meet referral partners and other people who can make a big difference in your sales. A few ways you can network include meetup groups, online groups (e.g., Facebook or LinkedIn groups), online courses, virtual or in-person events, and even matchmaking (e.g., introductions from friends or colleagues who can put you in touch with potential clients or referral partners). If you have the ability to communicate, you have the opportunity to network.

Onboarding systems take the heavy lifting off your shoulders by creating a cohesive, repeatable and automatable process your clients can go through without requiring your hands-on attention.

Retaining clients

Once you pick your connection methods, it’s time to look at your retention tactics. These are important because they extend the lifetime value of your existing clients and lower your client-acquisition costs, since happy clients are referring clients.

Build an onboarding system. Making everything customizable for each client generally means that you don’t know how to build a system, not to mention that constant customization makes you lose precious time. 

An onboarding process is created to do two things. First, onboarding makes it clear and easy for your client to work with you by setting expectations, assimilating them to the systems they’ll experience with you, and helping them to understand how to navigate any miscommunication that could happen while working together. Second, onboarding systems take the heavy lifting off your shoulders by creating a cohesive, repeatable and automatable process your clients can go through without requiring your hands-on attention. This creates a more seamless experience for both of you and starts the working relationship off right. 

It makes a difference to check in and see how they’re enjoying the process of working with you. Think of this process like you’re a host and your clients are your party guests. You want to make sure your guests are having a good time at your shindig, and the only way to do that is to touch base with everyone multiple times throughout the night. If you offer a service, how do your clients feel about the journey? 

Overall, being a sales triple threat is about being clear on your three main modes for client attraction and client retention. Once you have that foundation in place, growing your mortgage business is easier and tends to flow better. ●

Author

  • Erin Addesso

    Erin Addesso, CEO and founder of Triple Threat Success Coaching and Marketing, is a speaker, coach and consultant with the mortgage industry and their real estate partners. She helps companies develop powerful relationships and presence, resulting in more closings, referrals and profits while allowing more time to enjoy life.

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Top Dollar Volume

Top FHA Volume

Top HELOC Volume

Most Loans Closed

Top Mortgage Brokers

Top Non-QM Volume

Top Purchase Volume

Top Refinance Volume

Top USDA Volume

Top VA Volume

Top Veteran Originators

Top Jumbo Originators

For Top Originators rankings going back to 2010, see the April editions of the magazine in our digital magazine library

Top Women Originators

Top Overall

Top Wholesale

Top Retail

Top Non-QM

Top FHA

Top VA

Top Correspondent

Top Bank Statement

Top DSCR

For Top Mortgage Lenders rankings going back to 2010, see the June editions of the magazine in our digital magazine library

Kurt Brandly | 36

Greenside Capital

Florida

11 years in business

President of Greenside Capital, a top boutique brokerage specializing in investor financing. Former top producer and leader at Rocket Mortgage who helped redevelop multiple client-facing roles, partnered with Morgan Stanley and American Express, and earned dual master’s degrees in Business and Finance while working full-time. Kurt is redefining the client experience around homeownership, wealth building, and financial literacy.

James Burton | 39

Southern Trust Mortgage

South Carolina

4 years in business

James Burton is a South Carolina mortgage loan officer known for Lending the Lowcountry. With over four years of experience and a proud family legacy in mortgage lending, James became a top producer early in his career. A Citadel graduate and avid outdoorsman, he’s recognized for his relentless dedication, five-star service, and commitment to being his clients’ lender for life.

JD Cutri | 34

Plaza Home Mortgage

California

11 years in business

JD Cutri is the VP of Non-Delegated Lending for Plaza Home Mortgage, where he is responsible for driving growth and expanding Plaza’s Non-Delegated Correspondent production nationwide. Throughout his career, Cutri has been recognized for his leadership and performance, earlier as Co-Founder of Plaza’s Young Mortgage Professionals Association and more recently earning Plaza’s Select Circle Award and ranking as one of the company’s top producers.

Nate Clear | 36

FirstFunding Inc

City, TX

15 years in business

Nate Clear, President of FirstFunding, is transforming warehouse lending through innovation and disciplined execution. He has doubled monthly fundings, tripled sales, and launched new onboarding, training, and client service programs that improved efficiency, responsiveness, and client experience. Clear’s leadership drives agility, inclusion, and sustainable growth-fueling record performance.

Nick DeJesus | 38

Planet Home Lending

Pennsylvania

9 years in business

As a producing branch manager, DeJesus stands out for leadership, drive, and consistently exceptional results. Since opening Planet’s Bethlehem, PA branch in 2022, he’s built a high-performing team focused on affordability, personalized guidance, and lifelong relationships. A NAHREP and Planet President’s Club Top Originator, he also supports local animal shelters, helping families and pets alike find their forever homes.

Abbie Newell | 31

American Heritage Lending

Arizona

11 years in business

Abbie Newell is a seasoned Mortgage Closer at American Heritage Lending, bringing over a decade of experience; known for her precision, communication, and care, she ensures every deal, from purchase to refinance, closes smoothly. Her expertise across FHA, VA, USDA, and state housing programs strengthens AHL’s commitment to service and excellence.

Joseph Morley | 26

Park Place Finance

Texas

3 years in business

Joseph Morley is a Senior Account Executive at Park Place Finance, supporting lending operations and driving revenue growth. He specializes in building strong client relationships, developing strategic partnerships, and delivering consistent results through deep industry knowledge and proven sales expertise.

Allison Moore | 27

Leader Bank

Massachusetts

3 years in business

Alli joined Leader Bank after grad-school and immediately made an impact with creative solutions for connecting with real estate agents and educating homebuyers. Alli is dedicated to developing accessible educational tools, classes, and content for young homebuyers, and to empowering her generation to get access to powerful wealth-building tools. Her impact at Leader has been instantly positive, and we’re proud to have her on the team.

Tracy Mock | 37

Gateway Mortgage

Texas

10 years in business

Tracy Mock, is a Mortgage Sales Manager for Gateway Mortgage based in San Antonio with a decade of industry experience. She focuses on helping first-time buyers navigate FHA, VA, conventional, and down-payment assistance programs with straightforward guidance, proactive updates, and disciplined loan management. Tracy’s approach combines clear budgeting, realistic timelines, and consistent communication to minimize surprises and keep transactions.

Rocco Mandarino | 28

Maverick Lending NYC

New Jersey

1 year in business

Rocco Mandarino, Branch Manager of Maverick Lending NYC, is one of private lending’s fastest-rising leaders. Specializing exclusively in DSCR and investor financing, he partners with top brokers, luxury SFR investors, and build-to-rent developers nationwide. Having surpassed $100M in his first year, Rocco is redefining speed, precision, and execution as the new gold standard in private lending.

Bryan Lovern | 37

CrossCountry Mortgage

Maryland

11 years in business

Bryan Lovern is an Originating Branch Manager at CrossCountry Mortgage. Since joining the mortgage industry in 2013, Bryan has used his years of experience as a sales manager to become an expert in FHA loans, refinances, and the local market, providing exceptional customer service to his clients. Bryan is based in Crofton, Maryland.

Andy Levison | 38

Groundfloor Lending

Georgia

5 years in business

Andy Levison is the Associate Director of Retail Originations at Groundfloor Lending. Since joining in 2020, he is the company’s top producer. Fluent in Spanish, he drives growth among the company’s Spanish speaking demo. In 2025 alone, he is projected to originate more than $110 million in loan volume. In 2023, he was tasked with expanding Groundfloor’s presence in Nashville, which has since become a key growth area. He also mentors new hires.

Christopher Leon | 39

CrossCountry Mortgage

Arizona

13 years in business

Chris Leon is a Regional Vice President and Originating Branch Manager at CrossCountry Mortgage. Based in Sierra Vista, Arizona, Chris has been recognized as a Scotsman Guide Top Originator since 2016 and as the #1 Latino Mortgage Originator in the Southwest by National Association of Real Estate Agents. Chris is dedicated to serving his borrowers as a loan officer, bringing the dream of homeownership to members of community.

Eric Krattenstein | 37

American Heritage Lending

New Jersey

10 years in business

Eric Krattenstein is the Managing Director of American Heritage Lending, leading national sales, marketing, and growth for one of the nation’s premier Non-QM and private lenders. With over a decade of executive experience in real estate finance, he drives scalable growth through data-driven strategy, innovation, and leadership that continues to redefine Non-QM lending nationwide.

Abdel Khawatmi | 35

PRMG

New Jersey

7 years in business

Abdel Khawatmi is the Branch Manager at PRMG & a President’s Cabinet Member recognized among the nation’s top 1% mortgage originator. A visionary leader known for scaling teams through technology, automation, and culture, he’s redefined what modern lending looks like. From national stages to mastermind events, Abdel empowers loan officers to systemize success, serve with impact, and build sustainable growth through innovation reshaping the modern

Victoria Kammer | 38

CrossCountry Mortgage

Pennsylvania

15 years in business

Victoria Kammer is an Originating Branch Manager at CrossCountry Mortgage, specializing in first-time homebuyers, jumbo loans, non-QM loans, purchase, and refinance. With a passion for the mortgage industry, Victoria has dedicated the past 15 years to supporting clients through the loan process and helping them find the home of their dreams. She recently earned recognition on Scotsman Guide’s 2025 Top Originators list. Victoria is a graduate of Lafayette College and resides in Philadelphia, Pennsylvania. 

Ryan Kearns | 37

Kearns Mortgage Team, LLC

Florida

4 years in business

In just four years, Ryan Kearns has grown Kearns Mortgage Team from a solo start into a six-member brokerage known for client-first service and steady year-over-year growth despite challenging market environments. By blending education with technology, he creates clarity and confidence for families navigating the mortgage process. He serves on Hillsborough County’s Affordable Housing Advisory Board, shaping initiatives that expand opportunity.

Julian Zimmerman | 29

Groundfloor Lending

Kansas

6 years in business

Julian Zimmerman is the Director of Lending Operations at Groundfloor, where she has transformed the company’s lending infrastructure and operational efficiency since joining as a processor in 2020. In 2023, she built Groundfloor’s Loan Origination System and Borrower Portal from the ground up, doubling originations and improving compliance. In 2024, she launched the servicing platform, unifying and modernizing the borrower experience.

Daniel Norris | 33

American Heritage Lending

California

4 years in business

Daniel Norris is a Sr. Relationship Manager at American Heritage Lending, where he builds and maintains strong partnerships with brokers and clients nationwide. With over four years at AHL, Daniel is known for his responsiveness, attention to detail, and commitment to delivering the speed and service that define Non-QM lending redefined.

Phi Nguyen | 30

American Heritage Lending

California

5 years in business

Phi Nguyen is a Senior Loan Processor at American Heritage Lending, bringing over four years of Non-QM experience and a unique background in education. Her strong communication and problem-solving skills help guide clients through each step with care and precision. Known for her balance, empathy, and dedication, Phi embodies AHL’s people-first approach to lending.

Kylie Raffi | 28

Southern Trust Mortgage

Virginia

6 years in business

A top-producing loan officer with six years of experience at Southern Trust Mortgage, Kylie Raffi is dedicated to helping Hampton Roads families achieve homeownership. In 2024, she earned the Virginia Housing Bronze Award for assisting 23 families and securing $380,000 in grants, a testament to her commitment to affordable lending, community impact, and unwavering dedication as a trusted advocate for her clients and partners.

Brandon Reilly | 30

Southern Trust Mortgage

Virginia

8 years in business

A Hampden-Sydney College graduate with a background in construction and eight years of mortgage experience, Brandon Reilly is a trusted leader in Richmond, VA. Specializing in first-time, jumbo, and construction loans, he guides clients with patience and expertise. Brandon’s consultative style and community focus reflect his belief that every client deserves personalized care and attention.

Charles Ryan | 35

PRMG

Georgia

13 years in business

Charles Ryan is a top-producing Account Executive celebrated for his unwavering dedication, professionalism, and passion for helping clients succeed. With multiple 5-star reviews, Charles has earned a reputation for delivering exceptional service, clear and confident communication, and personalized lending solutions tailored to each client’s unique goals.
 

Jordan Saceda | 38

E Mortgage Capital

California

8 years in business

Born in Juneau, Alaska, Jordan Saceda learned early that smart financial decisions matter more than income. After moving to California, he found his calling in mortgages-helping families and investors navigate real estate with clarity. Jordan treats every client like family because he knows what’s at stake when financing a home.

Milad Shamoun | 29

Loan Goat

California

4 years in business

Milad Shamoun, Founder of Loan Goat, is a dominant force in California’s real estate finance world. A former U.S. Marine Sergeant, he transformed military precision into business excellence. Today, he stands as one of the top residential & commercial hard money lenders in the state. Known for creative marketing, funding large loans, deep market expertise, & relentless drive, Milad has made Loan Goat a gold standard in trust, speed, & results.

Kayla Tarabay | 32

Novus Home Mortgage

Massachusetts

3 years in business

With a kind-hearted approach and strong work ethic, Kayla Tarabay guides clients through every step of the mortgage process with clarity and care. Kayla’s dedication and commitment to building her personal brand have taken her business to new heights this year. Outside of work, Kayla is a proud mom, dog lover, and fitness enthusiast who believes life should be filled with energy, purpose, and a little fun.

Chaim Weiser | 30

The Leopard Group

New York

6 years in business

Chaim Weiser, Loan Officer at The Leopard Group, is rapidly earning recognition in the mortgage industry. Specializing in QM, Non-QM, bridge, HELOC, and commercial financing, he is known for precision, responsiveness, and strategic deal structuring. With strong relationships and a results-driven approach, Chaim delivers high-impact solutions and stands out as a true Top Emerging Star.

Julia Willetts | 27

Merchants Mortgage

Colorado

9 years in business

Julia Willetts began her career at Merchants in 2016 and has since earned two promotions, now serving as Vice President of Loan Originations. Over the past year, she has funded more than $108M in loans across 15 states, helping real estate investors finance both rehab and new construction projects, while leading a team of loan originators that deliver exceptional service from start to finish.

Matthew Ziegert | 35

CrossCountry Mortgage

New Jersey

9 years in business

Matthew Ziegert is a Divisional Sales Manager at CrossCountry Mortgage specializing in purchase and refinance. He built his business around helping clients achieve homeownership by finding the ideal loan for their unique circumstances. Matthew has ranked in the top 1% of loan officers nationwide for the last eight years. He resides in Rockaway, New Jersey, with his wife and children. 

Nate Clear | 36

FirstFunding Inc

Texas

15 years in business

Nate Clear, President of FirstFunding, is transforming warehouse lending through innovation and disciplined execution. He has doubled monthly fundings, tripled sales, and launched new onboarding, training, and client service programs that improved efficiency, responsiveness, and client experience. Clear’s leadership drives agility, inclusion, and sustainable growth-fueling record performance.

Allison Moore | 27

Leader Bank

Massachusetts

3 years in business

Alli joined Leader Bank after grad-school and immediately made an impact with creative solutions for connecting with real estate agents and educating homebuyers. Alli is dedicated to developing accessible educational tools, classes, and content for young homebuyers, and to empowering her generation to get access to powerful wealth-building tools. Her impact at Leader has been instantly positive, and we’re proud to have her on the team.

Andy Levison | 38

Groundfloor Lending

Georgia

5 years in business

Andy Levison is the Associate Director of Retail Originations at Groundfloor Lending. Since joining in 2020, he is the company’s top producer. Fluent in Spanish, he drives growth among the company’s Spanish speaking demo. In 2025 alone, he is projected to originate more than $110 million in loan volume. In 2023, he was tasked with expanding Groundfloor’s presence in Nashville, which has since become a key growth area. He also mentors new hires.

Brent Hoffman | 36

PRMG

Ohio

14 years in business

Brent Hoffman made a bold move to give clients and partners the best. For nine years at PRMG, he’s built success on transparency, efficiency, and genuine care. As a Branch Manager and President’s Cabinet member, he delivers competitive loans with fast approvals and smooth closings. His independent structure ensures personalized service, and his passion shines through in every transaction.

Peter Jose | 35

PRMG

Maine

10 years in business

Peter Jose is a dynamic Branch Manager with a finance degree and a passion for helping people achieve homeownership. Known for his professionalism, enthusiasm, and creative problem-solving, he ensures borrowers feel informed and supported. A member of PRMG’s President’s Cabinet, he brings energy, expertise, and genuine care to every loan.

Kevin Victoria | 30

CV3 Financial Services

Arizona

7 years in business

In 7 years, Kevin has risen from Sales Associate to VP of Sales. He led his team of 11 originators to break company records, funding $800M/1,500 units in 2 years. A transformative leader with exceptional sales acumen and relentless work ethic, Kevin’s impact reaches far beyond his own production of $100M+. Balancing scale with personalized service, he has built systems, launched initiatives and solidified partnerships to drive enduring success.

Lauren Robert | 35

Leader Bank

Massachusetts

5 years in business

In 2023, Lauren helped launch Leader Bank’s Cape Cod Mortgage Office and has spent the time since helping to build the Leader Cape Team from the #11 to the #2 Purchase Lender in the area. Her personal expertise and experience has seen her own volume rise over 40% to $40 million and counting in 2025. In the last few years she has successfully built her own business, helped build a whole new loan office, and raise 3 children. She is a rock star!
 

Andres Saias | 32

RBI Private Lending

Florida

15 years in business

Andres Saias, Chief Lending Officer & founding Board Member at RBI Private Lending, is a seasoned real estate finance expert in real estate investment finance. With degrees from Georgetown (M.S. Real Estate) & Boston U, he’s driven RBI’s growth since 2015.

Erica LaCentra | 35

RCN Capital

Connecticut

13 years in business

Erica LaCentra, CMO at RCN Capital, has transformed the brand into a national leader. Her fearless leadership, strategic vision, and mentorship drive award-winning campaigns and industry innovation. Honored by MPA, NMP and more, she’s earned widespread recognition for her impact, with multiple industry accolades celebrating her innovation and influence. Erica is a trailblazer in private lending and a role model for women in marketing.

Kyle Johnson | 32

CrossCountry Mortgage

Washington State

10 years in business

Kyle Johnson is a nationally ranked Branch Manager and Mortgage Advisor with CrossCountry Mortgage, leading a top-performing team based in Lacey, WA. Helping families across the country, he’s guided over 2,000 families nationwide with a concierge-level approach rooted in clarity, care, and expertise, specializing in VA loans and relocations for military families.

Chania Ford | 28

Groundfloor Lending

Georgia

1 year in business

Chania Ford is a Business Development Manager at Groundfloor Lending. A first-generation Caribbean-American from New York City, she transitioned from product development to real estate finance, quickly excelling in investor relations. Known for her confidence and relationship-building skills, she’s a trusted partner to both new and experienced investors.

Alec Finn | 33

American Heritage Lending

Illinois

6 years in business

Alec Finn is a Producing Sales Manager at American Heritage Lending, helping real estate and mortgage professionals grow their referral networks and expand their Non-QM business. Based in Chicago, he drives Midwest market growth through creative lending solutions, strong partnerships, and a results-driven approach that reflects AHL’s mission to redefine Non-QM lending nationwide.

Daniel Halvorsen | 36

LoanPeople

Florida

14 years in business

Daniel is a Scotsman Guide Top Originator and 40 Under 40 winner. Through a referral-driven approach, he has personally funded over $1 billion in volume. Halvorsen is Northeast Florida’s #1 retail originator (CoreLogic) and a leading originator for loans utilizing Florida Housing Corp. DPA programs. He champions accessible homeownership, enjoys guitar and family time, and supports Clarke Schools For Hearing & Speech and Wolfson Children’s Hospital.

Travis Harris | 36

Southern Trust Mortgage

Virginia

13 years in business

A James Madison University graduate who began his career in mortgage marketing, Travis Harris has spent over a decade redefining community service through lending. Since 2012, he’s helped hundreds of Hampton Roads families achieve homeownership through creativity, education, and strong builder and Realtor partnerships. Known for his sharp mind and local heart, Travis builds lasting relationships through exceptional service.

Connor Donovan | 26

Park Place Finance

Texas

4 years in business

Connor Donovan serves as Chief Revenue Officer at Park Place Finance, leading the sales team and managing lending operations nationwide. With his experience in mortgage and financial services, he drives revenue growth, builds strategic partnerships, and leads high-performing sales teams through expert leadership and industry insight.

Thomas Evans | 31

Acadia Lending Group

Maine

8 years in business

Tom Evans combines industry expertise with genuine enthusiasm for helping people reach their homeownership goals. He works with everyone from first-time buyers to seasoned investors and those seeking second homes in Vacationland. Known for his quick thinking, strong problem-solving skills, and client-first approach, Tom delivers thoughtful lending solutions designed to fit every borrower’s needs.

Justin Margolis | 35

PRMG

Florida

13 years in business

Justin Margolis is a top 1% Originator and PRMG President’s Cabinet member known for his leadership in Non-QM lending. As VP of Non-QM Business Development and Branch Sales Manager, he drives growth, optimizes operations, and supports partners across Retail, Wholesale, and Correspondent channels. A Scotsman Guide Top Originator, Justin brings expertise, energy, and a results-driven focus to every transaction.

Daniel Lemeshev | 29

CrossCountry

Mortgage

New Jersey

3 years in business

Daniel Lemeshev is the SVP of Mortgage Lending at CrossCountry Mortgage, specializing in purchase, refinance, and first-time homebuyers. He has earned recognition as a Top 40 loan originator in the U.S., according to Scotsman Guide. Daniel is based in Hoboken, New Jersey.

Jessica Davolio | 35

Leader Bank

Massachusetts

6 years in business

Jess is a client advocate. She works through complicated and difficult deals with an unmatched tenacity. Her clients are consistently amazed by her consistent efforts to put them in the best financial position. In her first year with Leader Bank she grew her production volume by 90% to over $25 million and is set for even greater heights in 2026. She’s active in local mom’s groups, a golfer, and she never shies away from trying something new!

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