SBA and USDA lending solutions

without hiring staff or incurring capital expenditures

Content

Windsor Advantage covers SBA and USDA market topics in several types of news –
from our SBA and USDA blog and case studies to webinars and white papers.


September 2016 Staff Promotions

Published on September 15th, 2016 by Shawn Andrews in Company Updates

Windsor Advantage provides a comprehensive outsourced SBA and USDA loan department to more than 75 banks and credit unions in 27 states.   With a servicing portfolio of more than $800 million and approaching $1 billion in loan closings since 2010, Windsor’s most important asset remains its people. In the first six months of 2016, Windsor […]

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Windsor Advantage SBA and USDA Loan Servicing Portfolio Surpasses $750 million

Published on August 11th, 2016 by Shawn Andrews in Company Updates

Firm Closes more than $220 Million in SBA 7(a) and USDA Loans for Community Banks & Credit Unions in the first six months of 2016 CHICAGO, Aug 11, 2016 — Windsor Advantage, LLC, a leading provider of services to banks and credit unions, assisted a record number of small businesses with SBA 7(a) and USDA […]

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OCRM Audit Readiness

Published on March 24th, 2016 in Case Studies

A top 100 SBA and USDA lender (by dollar volume) received its first OCRM onsite audit notification and document request list — just three weeks before the examination start date. The OCRM “full review” audit request included strategic documentation such as projections, strategic plans and process documentation, as well as […]

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Windsor Advantage Drives Small Business Lending Across 44 States

Published on February 25th, 2016 by Shawn Andrews in Company Updates

Windsor Advantage, LLC, a leading provider of services to banks and credit unions, assisted a record number of small businesses in 2015. Windsor bank clients funded $236 million in Small Business Administration (SBA) 7(a) program loans in 2015.

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2016 SBA and USDA Market Outlook Brief

Published on February 10th, 2016 by Shawn Andrews in SBA and USDA

Last week we launched our comprehensive 2016 SBA and USDA Loan Market Outlook. At 20 pages, we know this is a lot to digest — so we’ll summarize the key takeaways here, starting with our intent. Why read a 20-page SBA and USDA lending outlook? The day-to-day conversations we have with lender clients often focus […]

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Windsor Outlook: Increased Lender Sophistication Continues to Drive SBA and USDA Loan Growth

Published on February 3rd, 2016 by Shawn Andrews in Company Updates

Inaugural Report Recommends Industry-Wide Risk Mitigation Imperative CHICAGO, Feb. 3, 2016 — Increased lender sophistication drove SBA and USDA loan growth last year and will continue to be a major factor in 2016, according to the inaugural SBA and USDA loan market outlook published today by […]

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