Shawna Summerford

Shawna Summerford is a seasoned professional with extensive experience in client onboarding and organizational development within the financial services sector. Currently serving as Client Onboarding Manager at Sagemont Tax since October 2022, Shawna specializes in the Employee Retention Credit and other tax incentives. Prior experience includes a notable tenure at Veterans United Home Loans, where Shawna held various positions, such as Production Coach and Loan Coordinator, focusing on training, pipeline management, and compliance. Earlier roles at Veterans United also included Internal Auditor and Transaction Coordinator, each emphasizing problem-solving, document management, and client coordination. Shawna began a career in financial services as a Branch Manager at Sun Loan Company, and holds a Bachelor of Business Administration in Human Resource Management from Ashford University.