SBA lending record
Specialists In Health Insurance Services, Inc.
3050 Citrus Cir, Walnut Creek, CA 94598 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.9M
Total SBA financing
3
Loans on record
FY2020–24
On record
10
Jobs supported
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All 3 loans
$870,000 — FY2024
Loan 1 of 3- Gross approval
- $870,000
- SBA guaranteed
- $652,500 (75%)
- Status
- Current
- Rate at approval
- 8.1% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/16/2024
- First disbursement
- 6/3/2024
- Days to fund
- 18 days
- Collateral
- Required
- Jobs supported
- 4
The lenders
Pathward National Association
2 loans to this business- Total assets
- $7113.1B
- Deposits
- $5854.1B
- Loans outstanding
- $4822.0B
- Net income
- $73.4B
- Return on assets
- 4.000482386422866%
- Return on equity
- 33.07%
- Total equity
- $883.6B
- Offices
- 1
- Founded
- 01/0
- Headquarters
- 5501 S Broadband Ln, Sioux Falls, SD, 57108
- FDIC cert
- 30776
- Website
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DealRoom listing built from public SBA 7(a) lending records and FDIC BankFind. Figures are as reported; verify before relying on them. Not affiliated with Specialists In Health Insurance Services, Inc..