Bank Services

SBA 7a and 504 loans
Advise via phone or email on potential loan customers/projects for eligibility, structure, and closing costs estimates
Basic loan summary for preview with client or bank personnel
Packaging the SBA loan for SBA submission
Input into the SBA system
10-tab file preparation
Communication with borrower as needed to explain the processes, paperwork, etc.
Aid in closing with attorneys, borrowers, bank personnel
Secondary Market bids and assistance
Simple servicing requests
Training for bank personnel as requested