Holtmeyer & Monson

Stay up to Speed. Get our latest Newsletter!

Posted9/12/2025 4:25:23 PM

https://www.holtandmon.com/newsletter/

Regulatory updates. Hot Topics. Expert advice on SBA and USDA lending. Holtmeyer & Monson's newsletter will help you stay in the know and compliant.

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Holtmeyer & Monson

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FAIR BANKING EXECUTIVE ORDER — REQUIREMENTS AND DEADLINES

Posted8/27/2025 6:06:51 PM

https://www.holtandmon.com/newsletter/news-alerts.php

On August 7th, President Trump signed an Executive Order entitled “Guaranteeing Fair Banking for All Americans.” There are certain requirements and specific deadlines that those in the SBA lending industry must follow. See our News Alert for more information.

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Holtmeyer & Monson

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SBA Announces SOP Changes Effective June 1, 2025

Posted5/8/2025 1:27:55 PM

https://www.holtandmon.com/newsletter/news-alerts.php

The updated SOP 50 10 8 introduces several significant changes to the way the SBA operates going forward.

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Holtmeyer & Monson

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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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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.