SHANE PIERSON · SBA DATA
SBA Lenders · Heritage Bank

SBA Lending by Heritage Bank

SBA records list Heritage Bank as an active SBA 7(a) lender record, ranked #66 nationally by all-time volume, with 3,147 7(a) records worth $941M.

3,147
7(a) records listed
$941M
Approved dollars
$299,146
Average loan size
#66
Rank, all-time volume
#148
Rank, volume since 2020
0.1%
Share of U.S. 7(a) since 2020
-42%
Annualized vs prior decade
2.9%
Active-status distress
56%
PLP processing

Between 1991 and mid-2026, the SBA FOIA record lists 3,147 7(a) loans worth $941M under Heritage Bank, at an average of $299,146 per loan. That places it #66 among U.S. lender records by volume. About 56% show Preferred Lender (PLP) processing. Among 240 active-status loans, 2.9% are delinquent, past due, or in liquidation.

Where Heritage Bank lends most

What Heritage Bank funds most

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7(a) loans only, approved and not cancelled, gross basis. Active-status distress counts DELINQ, PSTDUE, or LIQUID loans as a share of CURR, DELINQ, PSTDUE, LIQUID, or DEFERD loans. Approval is not funding. FOIA record as of March 31, 2026. No borrower identity appears here. Methodology.

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