Founder and CEO
Dana Whitaker
Dana started Summit Ridge in 2011 after twelve years in bank lending, with one rule: show borrowers every fee before they commit. Dana still reviews every jumbo and self-employed file personally.
- Home
- Loan officers
Meet your loan officers
Eight licensed loan officers across six Utah branches, with specialties from VA and USDA to jumbo and reverse mortgages.
Loan officers by branch
Marcus Bell
Senior Loan Officer
Marcus has closed more than 2,300 loans and is known for returning calls before the next showing ends.
(801) 555-0142
Ana Lucia Ortega
Loan Officer, First-time Buyers
Ana Lucia runs our free homebuyer workshops in Lehi and West Valley and bought her first home with 3.5% down.
(801) 555-0143
Daniel Nakamura
VA Loan Specialist
A 9 year Air Force veteran who served at Hill AFB, Daniel helps military families buy through PCS moves.
(801) 555-0144
Grace Kim
Loan Officer, Equity Lending
Grace specializes in renovation financing and has helped over 600 Utah County families fund basement finishes and additions.
(801) 555-0145
Jordan Reyes
Loan Officer, Park City
Jordan structures second-home and jumbo financing for buyers relocating to the Wasatch Back.
(435) 555-0146
Imani Carter
Reverse Mortgage Specialist
Imani invites families into every reverse mortgage conversation and never lets a client skip the fine print.
(435) 555-0147
Wyatt Lindqvist
Loan Officer, New Construction
Wyatt works with Silicon Slopes builders on extended rate locks and construction timelines.
(801) 555-0148
Names, photos and NMLS numbers are placeholders on a demo website. Verify any loan officer at NMLS Consumer Access.
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4.9 from 1,284 reviews · NMLS #XXXXXXX