Shawna Summerford

Shawna Summerford is an experienced professional in client onboarding and organizational development, currently serving as Client Onboarding Manager and previously as Client Onboarding Specialist at Sagemont Tax since October 2022, specializing in the Employee Retention Credit and other tax incentives. From February 2015 to October 2022, Shawna worked at Veterans United Home Loans, progressing through roles such as Production Coach, Loan Coordinator, Internal Auditor, and Transaction Coordinator, where key responsibilities included creating training materials, managing loan pipelines, conducting audits, and enhancing workflow efficiencies. Shawna also has leadership experience as a Branch Manager at Sun Loan Company from October 2008 to February 2016 and holds a Bachelor of Business Administration degree in Human Resource Management from Ashford University.