Matthew Sursely
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Matthew Sursely Email & Phone Number

VP | Trust and Investment Advisor Manager | Financial Planner at Baker Boyer Bank
Location: Walla Walla, Washington, United States 13 work roles 2 schools
1 work email found @bakerboyer.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
Baker Boyer Bank
Role
VP | Trust and Investment Advisor Manager | Financial Planner
Location
Walla Walla, Washington, United States
Company size
162 employees

Who is Matthew Sursely? Overview

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Quick answer

Matthew Sursely is listed as VP | Trust and Investment Advisor Manager | Financial Planner at Baker Boyer Bank, a with 162 employees, based in Walla Walla, Washington, United States. AeroLeads shows a work email signal at bakerboyer.com and a matched LinkedIn profile for Matthew Sursely.

Matthew Sursely previously worked as VP | Trust/Investment Advisor Manager | Financial Planner at Baker Boyer Bank and AVP | Trust/Investment Advisor Supervisor | Financial Planner at Baker Boyer Bank. Matthew Sursely holds Bachelor Of Arts, Business Administration; Finance And Human Resource from Western Washington University.

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Email format at Baker Boyer Bank

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{last}{first_initial}@bakerboyer.com
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Profile bio

About Matthew Sursely

Experienced professional with a demonstrated history of working in the financial services industry. Skilled in financial services and a background in financial planning, investment management, mortgage loans and wholesale lending. Strong finance professional with a Bachelor of Arts focused in Business Administration; Finance and Human Resource from Western Washington University.

Listed skills include Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, and 49 others.

Current workplace

Matthew Sursely's current company

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Baker Boyer Bank
Baker Boyer Bank
VP | Trust and Investment Advisor Manager | Financial Planner
Walla Walla, WA, US
Website
bakerboyer.com
Employees
162
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Company profile
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13 roles

Matthew Sursely work experience

A career timeline built from the work history available for this profile.

Vp | Trust And Investment Advisor Manager | Financial Planner

Baker Boyer Bank

Walla Walla, Wa, Us

Vp | Trust/Investment Advisor Manager | Financial Planner

Current
Baker Boyer Bank

Walla Walla, Washington

Jan 2023 - Present

Avp | Trust/Investment Advisor Supervisor | Financial Planner

Baker Boyer Bank

Walla Walla, Washington

Nov 2019 - Jan 2023

Senior Mortgage Loan Officer

Homestreet Bank

Bellevue, Washington

Sr. Loan Officer at the Redmond, Bellevue, Issaquah and Newcastle HomeStreet Bank locations.With 15 years of experience in the mortgage industry, I have the knowledge and dedication required to provide the ideal financing options to my clients here in Washington.

Jul 2018 - Nov 2019

Sales Manager

Anniemac Home Mortgage (Aquired From First Century Bank)

Hawaii And Western Washington

- Assist retail mortgage loan officers at AnnieMac with mortgage transaction structuring and execution- Manage up to 30 mortgage broker companies with structuring, submission and closing of mortgage loans- Communicate daily with operations staff and managers to maintain a free flowing pipeline- Educate clients on new product enhancements to ensure loans meet all guidelines and update loan officers of current market conditions

Mar 2016 - Dec 2016

Regional Sales Manager - Retail / Wholesale Lending

First Century Bank

Hawaii And Pacific Northwest

- Assist retail mortgage loan officers at FCB with mortgage transaction structuring and execution- Manage up to 30 mortgage broker companies with structuring, submission and closing of mortgage loans- Designed and implemented submission practices and processing procedures to allow delivery of the best quality product- Communicate daily with operations staff and managers to maintain a free flowing pipeline- Educate clients on new product enhancements to ensure loans meet all guidelines and update loan officers of current market conditions- Create marketing material to attract new accounts and inform current client base- Provide training for account executives regarding product mix, general underwriting and regulation changes#1 Nationally Ranked Producer for total loan volume and units, 2015#1 Nationally Ranked Producer for total loan volume and units, 2014#1 Nationally Ranked Producer for total loan volume and units, 2013#1 Nationally Ranked Producer for total loan volume and units, 2012

Oct 2012 - Jun 2016

Sr. Account Executive

Everbank

Hawaiian Islands

- Developed the Hawaii market for the wholesale channel with a firm understanding of investor requirements and local demand - Educated the organization and fellow colleagues regarding business practices and lending nuances for the Islands of Hawaii#2 Nationally Ranked Producer for total loan volume, 2012#2 Nationally Ranked Producer for total loan volume and units, 2011#1 Nationally Ranked Producer for total loan volume, 2010#1 Nationally Ranked Producer for total loan volume, 2009#6 Nationally Ranked Producer for total loan volume, 2008

Feb 2008 - Oct 2012

Account Executive

Mortgageit

Honolulu, Hi

Learned the skills to effectively service the wholesale community in HawaiiRookie of the Year for the Wholesale Lending Division, 2006Top 10 Nationally Ranked for total loan volume, 2007Top 10 Nationally Ranked for total loan volume, 2006

Oct 2005 - Feb 2008

Production Coordinator

Countrywide Home Loans

Honolulu, Hi

- Received training for the account executive role

Jun 2005 - Oct 2005

Processor / Loan Officer

Island Home Capital

Kailua-Kona, Hi

- Coordinate all pricing and exceptions.- Accounted for delivery and closure of loans.- Communicated with top tier clientele and realtors as to the status of the loan.- Performed signing sessions- Assisted owner with his sales duties

Sep 2004 - May 2005

Outside Services Manager

The Member'S Club At Aldarra

Issaquah, Wa

- Trained all outside operations employees on customer service and necessary tasks

Jan 2000 - Sep 2004
Team & coworkers

Colleagues at Baker Boyer Bank

Other employees you can reach at bakerboyer.com. View company contacts for 162 employees →

KK Kiley Keatts Kiley Keatts Colleague at Baker Boyer BankWalla Walla, Washington, United States View → TS Terry Stevens Terry Stevens Colleague at Baker Boyer BankUnited States View → MG Mariah Greenaway Mariah Greenaway Colleague at Baker Boyer BankRichland, Washington, United States View → SC Shaun Callan Shaun Callan Colleague at Baker Boyer BankWalla Walla, Washington, United States View → BT Bree Tait Bree Tait Colleague at Baker Boyer BankSelah, Washington, United States View → MN Molly Neal Molly Neal Colleague at Baker Boyer BankYakima, Washington, United States View → JL Jessica Long Jessica Long Colleague at Baker Boyer BankWalla Walla, Washington, United States View → LF Lynn Foust Lynn Foust Colleague at Baker Boyer BankCollege Place, Washington, United States View → TB Trish Berger Trish Berger Colleague at Baker Boyer BankWalla Walla, Washington, United States View → BH Brad Hansen, Mba, Ctfa Brad Hansen, Mba, Ctfa Colleague at Baker Boyer BankYakima, Washington, United States View →
2 education records

Matthew Sursely education

Bachelor Of Arts, Business Administration; Finance And Human Resource

Western Washington University

Management AACSB Accredited Business College

High School Diploma

Archbishop Murphy High School
FAQ

Frequently asked questions about Matthew Sursely

Quick answers generated from the profile data available on this page.

What company does Matthew Sursely work for?

Matthew Sursely works for Baker Boyer Bank.

What is Matthew Sursely's role at Baker Boyer Bank?

Matthew Sursely is listed as VP | Trust and Investment Advisor Manager | Financial Planner at Baker Boyer Bank.

What is Matthew Sursely's email address?

AeroLeads has found 1 work email signal at @bakerboyer.com for Matthew Sursely at Baker Boyer Bank.

Where is Matthew Sursely based?

Matthew Sursely is based in Walla Walla, Washington, United States while working with Baker Boyer Bank.

What companies has Matthew Sursely worked for?

Matthew Sursely has worked for Baker Boyer Bank, Homestreet Bank, Caliber Home Loans, Inc., Anniemac Home Mortgage (Aquired From First Century Bank), and First Century Bank.

Who are Matthew Sursely's colleagues at Baker Boyer Bank?

Matthew Sursely's colleagues at Baker Boyer Bank include Kiley Keatts, Terry Stevens, Mariah Greenaway, Shaun Callan, and Bree Tait.

How can I contact Matthew Sursely?

You can use AeroLeads to view verified contact signals for Matthew Sursely at Baker Boyer Bank, including work email, phone, and LinkedIn data when available.

What schools did Matthew Sursely attend?

Matthew Sursely holds Bachelor Of Arts, Business Administration; Finance And Human Resource from Western Washington University.

What skills is Matthew Sursely known for?

Matthew Sursely is listed with skills including Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, Loan Origination, Wholesale Lending, Underwriting, and Refinance.

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