Shawna Summerford

Client Onboarding Manager

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Shawna Summerford is the Client Onboarding Manager of Sagemont

As a Client Onboarding Specialist, Shawna Summerford expertly guides clients through the onboarding and intake process associated with ERC eligibility. She creates an efficient, positive, professional experience for clients as they begin their ERC journey.

Shawna has over fifteen years of experience in management, supervisory, lead roles in Mortgage, Consumer Finance, Client Relations, Client Services, and Sales. She enjoys evaluating organizational development and offering efficient and best practices to optimize not only productivity, but to improve service and relationships internally and externally. Her talents range from relationship building and client services to improving organization development efficiencies, quality control, and data collection.

Shawna graduated with a Bachelor’s degree in Business Administration with a specialization in Human Resource Management. She graduated as Sum Cum Laude and is a member of the Golden Key International Honour Society.