Company

Holtmeyer & Monson – The Preferred SBA Lender Service Provider

Founded in 1982 by a former division chief of the Small Business Administration and an expert in commercial banking, our firm has earned decades of respect as an industry leader in outsourced government-guaranteed lending services. We take pride in helping our partners extend capital to underserved borrowers in their market — while generating new sources of non-fee income for their bank.

Our knowledge reaches deep into each loan program and its intricate requirements. H&M knows how the agencies work, what they want to see and how they need it to be delivered. We comply in every respect, earning high fives from borrowers, lenders and federal processors alike.


Why Outsource SBA/USDA Lending with Holtmeyer & Monson?

We know SBA/USDA lending inside out.

We handle all the complexities related to every aspect of an SBA loan, from consulting and packaging to securitization and sale in the secondary market. Our knowledge reaches deep into each loan program and its intricate requirements. H&M knows how the agencies work, what they want to see and how they need it to be delivered. We comply in every respect, earning high fives from borrowers, lenders and federal processors alike.

We’re your high-profit loan operation — no assembly required.

We help banks easily profit from one of the most lucrative services a community bank can offer — without adding staffing resources or overhead costs. And, we do all the work, at no net cost to your bank. Our very reasonable fees are capitalized into the borrower’s loan, leaving no net costs for the bank to cover. And while we stay busy generating non-interest fee income for your organization, you can focus on building new customer relationships and keeping the shine on your sterling brand image.

We’re the ONLY choice of the ICBA.

There’s a reason the Independent Community Bankers of America perpetually designate our company as their only Preferred Service Provider in our category. They believe we’re the very best at what we do, and we aim to keep it that way. We’re honored to be vetted by banks who value the quality of our workmanship to such a degree, they trust us to uphold and enhance their customer relationships.

Talk to one of our experts.

Why Our Clients Recommend H&M

"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."

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

“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

"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."

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