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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
Email [email protected]
Website https://www.holtandmon.com/
Founded 1982
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About

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

ICBA Member Advantages

  • A 10% discount on lender fees
  • Additional income from the sale of the SBA guaranteed portion of loans to the secondary market
Solutions Snapshot

Program Features

Full Service SBA Lending Consulting & Compliance Expertise - H&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&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&M will provide SBA loan portfolio management including payment processing and remittance, required reporting, and detailed monthly activity reconciliation and reporting.

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.
Functional Area
Lending: Commercial
Solutions for my Bank
Risk Management
Core Processor
(Any) Core Agnostic
Testimonials
  • Kim Light Heritage Bank of the Ozarks
    “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.”
  • A. J. King Three Rivers Bank of Montana
    “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.”
Details
Service Area Nationwide
Contacts
Details
ICBA Member Years 16