Clients Talk About H&M’s SBA/USDA Lending Services

Holtmeyer & Monson assists community institutions across the country in originating, selling and servicing SBA and USDA loans. Hear it in their own words as our clients share the success they’ve realized in the government-guaranteed lending arena, with H&M as their trusted partner.

Client Testimonials.

“SBA lending has become a material source of income for us and H&M plays a huge part in that.”

Bart Murphy, CLO and EVP
Avidia Bank

“Holtmeyer & Monson has helped us increase our earnings notably through SBA lending.”

“We have a great working relationship Holtmeyer & Monson. They have a wealth of knowledge and are very familiar with the SOP of the SBA. They are always pleasant, easily accessible and very responsive. I can’t say enough about them.”

Harry L. Weetenkamp, Jr., Senior Vice President/Chief Lending Officer
Frederick County Bank, a division of ACNB

“Working with Holtmeyer & Monson has allowed us to develop new and prosperous business relationships that bring us loans and deposits. Holtmeyer & Monson is the best partner our community bank could ask for.”

“We selected Holtmeyer & Monson in 2007 because of the complications and complexity of originating and servicing SBA loans. At the time, we didn't think about the growth potential; however, now we are one of the premier SBA lenders in Montana.”

“We have originated over 100 SBA loans with their assistance. Holtmeyer & Monson makes SBA loan originations efficient, which means the process is far less laborious for our customers and for us. In addition, H&M's SBA underwriting is accurate and gives us solid confidence that the SBA guarantee is secure.”

A.J. King, President
Three Rivers Bank of Montana

“When I joined Heritage Bank, I told our board of directors that we were missing a huge opportunity in not providing SBA loan products. Holtmeyer & Monson delivers the SBA expertise and guidance that most banks cannot provide internally.”

“Holtmeyer & Monson also handles the bidding and sale of the guaranteed portions of your loans. This has been a tremendous source of non-interest income for our bank, with premiums in excess of 10% on most transactions.”

Their customer service is outstanding. Our customers love dealing with them and their response is always timely and professional.”

Kim Light, President/Senior Credit Officer
Heritage Bank of the Ozarks

“Holtmeyer & Monson works well for even the smallest of banks. From origination to closing to the selling of the guaranty, H&M will make the process very simple and profitable for everyone.”

Terry Van Engen , President
Collins State Bank

“Our partnership with Holtmeyer & Monson has enabled us to grow our SBA Lending Program into a very profitable division of our Commercial Lending Department.”

“Holtmeyer & Monson's knowledge of the many SBA programs and their ability to communicate with both our staff and customers enables the process to move efficiently.”

Donald Queenin, Executive Vice President
Northern Bank & Trust Company

“Holtmeyer & Monson adds value by providing expertise about 'what you can and cannot do' when considering an SBA guaranteed loan.”

“With Holtmeyer & Monson’s help, we’ve been able to provide a unique loan structure to customers for whom an approval would have been daunting due to a one-time loss, thin equity or illiquid collateral.”

“Their customer service has always been terrific — both on the front end of approval and closing, and on the back-end servicing.”

William J. Chase, Jr., President and CEO
Triumph Bank

“I have been associated with Holtmeyer & Monson for over 25 years - with four different lending institutions. During that time, I have found H&M to be an excellent source of expertise required to operate a successful SBA lending function.”

“Holtmeyer & Monson provides Oregon Community Bank with valuable services, including SBA loan application preparation, loan closing services and loan servicing.”

James E. Walker, Chief Commercial Officer
Oregon Community Bank

Peach State Bank

“We’re always looking for ways to generate fee income, and especially in this low-rate environment. SBA lending is a great way to service customers and increase earnings. We initially signed on with H&M for their expertise . . . now they’ve become our SBA loan operation and an excellent resource for everything from underwriting and sales of the guarantees to back-office accounting. We could never have participated in PPP loans at the level we did if it weren’t for H&M.”

Terry Baker, Executive Vice President
Peach State Bank

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