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Finance

Summit Funding

Summit Funding's headquarters in Sacramento, CA, United States

Todd Scrima

JD Phelps

Mike Beeman

Jack Satterlee

Kris Ringrose

Robyn LaVassaur

Veronica McAlister

Trey Rigdon

Scott Bruggemann

Roy Mall

This department manages the processing, approval, and servicing of loan products for clients.

Loan Services

The Operations Team at Summit Funding ensures the seamless processing of home loans and mortgages by managing workflows, optimizing efficiencies, and fostering collaboration across departments. This team, led by senior leadership, oversees operational policies, coordinates with branches to enhance customer experience, and drives the implementation of best practices for timely loan closings and compliance with industry standards.

Operations Team

The Finance and Accounting team at Summit Funding is responsible for managing the company's financial health by overseeing budgeting, forecasting, and financial reporting. They ensure accurate accounting practices, handle loan servicing and compliance, and provide analysis to guide strategic decision-making. This team plays a crucial role in supporting the organization's growth by ensuring sound financial management and risk assessment.

Finance and Accounting

This department oversees the operations and performance of multiple branch locations, ensuring efficiency and effectiveness in service delivery.

Branch Management

The Sales Team at Summit Funding is dedicated to connecting clients with the best home loan solutions tailored to their needs. This team, comprised of skilled loan officers and sales managers, works collaboratively to streamline the loan application process, provide expert guidance on mortgage products, and ensure a seamless experience for clients from initial inquiry to loan approval. Their goal is to drive sales while maintaining exceptional customer service and building lasting relationships.

Sales Team

The Leadership Team at Summit Funding is responsible for steering the company's strategic direction and operational efficiency. They collaborate to drive business growth, enhance sales performance, and optimize financial services, ensuring the organization remains a trusted provider of home loans and mortgage solutions. Their diverse expertise in sales, capital markets, and accounting enables them to make informed decisions that benefit clients and stakeholders alike.

Summit Funding

Org chart

Teams

Loan Services

Operations Team

Finance and Accounting

Branch Management

Sales Team

Leadership Team

Offices

Summit Funding

Org chart

Teams

Loan Services

Operations Team

Finance and Accounting

Branch Management

Sales Team

Leadership Team

Offices

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