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Holtmeyer & Monson ICBA Preferred Service Provider
8812 Classic Drive Memphis TN 38125-8837 UNITED STATES
Phone+1 800.340.7304
Fax+1 901.748.1903
Founded 1982
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Holtmeyer & Monson (H&M) is a Small Business Administration (SBA) lender service provider based in Memphis, TN. H&M provides community banks a full complement of services ranging from SBA loan packaging and closing, to securitization and sale, through portfolio management. Most importantly, H&M helps banks add significant non-interest fee income via the sale of SBA guarantees in the secondary market.

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ICBA Preferred Service Provider Product
PSP Preferred Product <p><strong>ICBA Member Advantages</strong></p> <ul> <li>A 10% discount on lender fees</li> </ul> <ul> <li>Additional income from the sale of the SBA guaranteed portion of loans to the secondary market</li> </ul>
Solutions Snapshot
<p><strong>Program Features</strong></p> <p>Full Service SBA Lending Consulting &amp; Compliance Expertise - H&amp;M will provide a complimentary initial consultation to determine eligibility and program structure. Upon completion of this initial analysis, a loan application package is completed using conforming software to assure compliance to SBA program guidelines. H&amp;M will submit the completed loan application to the SBA for approval and guarantee issuance and provide loan closing services with detailed documentation instructions. H&amp;M will provide SBA loan portfolio management including payment processing and remittance, required reporting, and detailed monthly activity reconciliation and reporting.</p> <p>Securitization and Sale of SBA Loan Guarantee - The SBA guarantee generated from the loan transaction may be securitized and sold, generating significant non-interest fee income for the bank at no net cost.</p>
Functional Area
Lending: Commercial
Solutions for my Bank
Risk Management
Core Processor
(Any) Core Agnostic
Harry L. Weetnkamp

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

Service Area Nationwide
ICBA Member Years 16