Lender record
Heritage Bank of the Ozarks
The real lending record — every figure from funded deals. HQ: 1475 S Jefferson Ave, Lebanon, MO. 3 branches.
33
Recent deals (FY20+)
$175K
Typical deal
20 days
Approval → funding
0%
Failure rate (FY20–23)
Lender record
The real lending record — every figure from funded deals. HQ: 1475 S Jefferson Ave, Lebanon, MO. 3 branches.
33
Recent deals (FY20+)
$175K
Typical deal
20 days
Approval → funding
0%
Failure rate (FY20–23)
Most Heritage Bank of the Ozarks deals land between $50K and $578K — that range covers half of everything they fund. Top industries and states:
Industries they fund most
Most active states
Franchises they finance most
Total assets
$420.6M
▼ 1.3% vs prior quarter
Deposits on hand
$375.1M
▼ 1.6% vs prior quarter
Loans outstanding
$321.4M
▲ 1.7% vs prior quarter
Net income (latest qtr)
$1.2M
FDIC call-report data, quarter ending 03/2026.
Free · No obligation · Usually same-day
Get in touch with Heritage Bank of the Ozarks
Tell us where to reach you and we'll arrange the introduction — to Heritage Bank of the Ozarks or a comparable SBA specialist who fits your deal even better.
Heritage Bank Of The OzarksMain office1475 S Jefferson AveLebanon, MO 65536 · since 2003
Plato Branch10603 Highway 32Plato, MO 65552 · since 2009
Camdenton Branch100 S Business Route 5Camdenton, MO 65020 · since 2013
Branch data: FDIC BankFind.
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29 businesses on record. Each links to its full SBA record.
Work at Heritage Bank of the Ozarks?
Claim this profile to keep your record accurate, route buyer leads to your team, or sponsor your placement in the rankings.
DealRoom analysis of public lending records, FY2020–present. Not affiliated with Heritage Bank of the Ozarks.
Heritage Bank of the Ozarks is an SBA lender tracked by DealRoom.so SBA Intelligence, with lending activity broken down by state, industry, and loan size from public records. DealRoom is not a lender.
Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.
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Heritage Bank of the Ozarks is one of 1,000+ SBA lenders on record — and they all have different appetites. Tell us your deal size, industry, and location, and we'll point you to the banks that fund deals like yours.
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If you were the buyer here
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal
If you were the buyer here
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal
If you were the buyer here
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal
Your business? Claim this record · Request removal
Your business? Claim this record · Request removal
If you were the buyer here
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal
Your business? Claim this record · Request removal
If you were the buyer here
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Your business? Claim this record · Request removal