TruStone Financial Employees recognized as Top Producers for Mortgage Origination and HELOC Volume
PLYMOUTH, Minn. (April 1, 2025) -Several employees at TruStone Financial Credit Union have been recognized by the Scotsman Guide as Top Mortgage Originators, Most Loans Closed and Home Equity Line of Credit (HELOC) volume producers in 2024. The Scotsman Guide, a leading source of information and resources in the mortgage industry, annually assembles a list of the nation’s top mortgage producers. Of the seven employees from TruStone who made the list, two–Jeff Zajac and Matt Berna–are part of the credit union’s mortgage division. The remaining five rank the highest for HELOC volume on the TruPartner Network Team, focusing on home equity products: Nancy Pierson, Aaron Gerber, Larry Lasch, Mike Kadier and Greg Schlichte.
In 2024. these TruStone employees originated a combined total of $215 million and 1,500 closed loans. Their individual totals were as follows:
TruStone Home Mortgage (Top Mortgage Volume/Most Loans Closed):
• Jeff Zajac NMLS#373627: $33,986,102; 92 closed loans
• Matt Berna NMLS#2229950: $24,836,244; 78 closed loans
TruPartner Network Team (Top HELOC Volume Producers/Top Mortgage Volume):
• Nancy Pierson NMLS#986285: $42,443,005; 321 closed loans
• Aaron Gerber NMLS#1094726: $39,095,365; 290 closed loans
• Larry Lasch NMLS#480178 $29,107,936; 251 closed loans
• Mike Kadier NMLS#1830404 $28,800,878; 259 closed loans
• Greg Schlichte NMLS# $16,236,171; 175 closed loans
About TruStone Financial
TruStone Financial is a full-service credit union that has worked to improve the financial well-being of its neighbors since 1939. Having been founded as a teachers’ credit union, education is driven into the mission. It has 23 branches across Minnesota and Wisconsin and is Minnesota’s second largest credit union, with assets of more than $5.5 billion as of February 28, 2025 and a mortgage servicing portfolio of $2.4 billion. In 2024, TruStone was named a top-performing U.S. Credit Unions by Newsweek and Plant-A Insights Group and ranked as a top 1% (10X List) Credit Union by Rising Above Enterprises.