LOGO

Public profile, unclaimed

Heritage Bank, SBA Loan Activity

Public SBA 7(a) and 504 lending activity for Heritage Bank.

Request an Introduction Claim this profile

Overview Recent loans Industries Geography 7(a) vs 504

Total SBA loans

2010 – 2025

Approved $

$3.4M

across all programs

Avg loan size

$120K

median $69K

Top industry

Graphic Design Services

3 loans · 11%

7(a) vs 504

BY APPROVAL COUNT

7(a) · 100%

SBA 7(a)

Loans

Approved

$3.4M

Avg size

$120K

Range

$2K – $825K

SBA 504

Loans

Approved

Avg size

Range

–

Top industries funded

See all industries

Graphic Design Services

Retail Bakeries

Fitness and Recreational Sports Centers

"All Other Professional, Scientific, and Technical Services"

"Automotive Body, Paint, and Interior Repair and Maintenance"

All Other General Merchandise Stores

Loan records · Heritage Bank

28 records

Sort:

Borrower

Location

Program

Industry

ANIMAL CARE HOSPITAL, P.C.Heritage Bank

Cedar Rapids, IA

52402

$825,000

$27K

7(a)

Veterinary Services

2009-11-14

STEVE'S TIRE & AUTO Heritage Bank

Delhi, IA

52223

$267,000

–

7(a)

General Automotive Repair

1993-10-25

MYSAK TRANSMISSION, INC.Heritage Bank

Marion, IA

52302

$260,000

$43K

7(a)

Automotive Transmission Repair

2010-01-20

Amana Colonies Bakery and Cafe Heritage Bank

Amana, IA

52203

$250,000

$31K

7(a)

Retail Bakeries

2013-03-08

BARNES MANUFACTURING SERVICES, INC Heritage Bank

Marion, IA

52302

$237,500

$59K

7(a)

Machine Shops

2013-06-11

MIDWEST PHYSIQUE, INC.Heritage Bank

Marion, IA

52302

$162,500

–

7(a)

Fitness and Recreational Sports Centers

1996-07-23

THE AUDIO ROOM, LTD.Heritage Bank

Marion, IA

52302

$160,000

–

7(a)

–

1996-10-08

WADE'S AUTO COLLISION, LLC Heritage Bank

Marion, IA

52302

$150,000

$38K

7(a)

"Automotive Body, Paint, and Interior Repair and Maintenance"

2011-08-04

Michael Bates II Heritage Bank

Marion, IA

52302

$138,800

$46K

7(a)

All Other General Merchandise Stores

2018-04-05

BEST LITTLE RESTAURANT IN HALE Heritage Bank

Hale, IA

52302

$90,000

–

7(a)

–

1996-07-18

SHANE'S PLACE Heritage Bank

Delhi, IA

52223

$80,000

–

7(a)

Drinking Places (Alcoholic Beverages)

1993-09-24

Draper Ventures, Inc.Heritage Bank

Marion, IA

52302

$75,000

$19K

7(a)

Used Car Dealers

2014-02-11

Harley Investments LLC Heritage Bank

Cedar Rapids, IA

52411

$73,000

$24K

7(a)

Other Personal and Household Goods Repair and Maintenance

2008-02-29

JNLC ENTERPRISES, LLC Heritage Bank

Cedar Rapids, IA

52405

$70,000

$9K

7(a)

Caterers

2010-07-19

CLUB DELI INC Heritage Bank

Cedar Rapids, IA

52402

$67,000

$13K

7(a)

Limited-Service Restaurants

2009-06-24

NEW WINE FINANCIAL SERVICES, INC.Heritage Bank

Peosta, IA

52068

$60,000

$20K

7(a)

Direct Property and Casualty Insurance Carriers

2008-11-14

THE AUDIO ROOM, LTD.Heritage Bank

Marion, IA

52302

$60,000

–

7(a)

–

1996-10-08

JAMES POTTER APPRAISAL & CONSULTING, LLC Heritage Bank

Marion, IA

52302

$60,000

$30K

7(a)

Offices of Real Estate Appraisers

2010-03-10

DELHI LOCKER Heritage Bank

Delhi, IA

52223

$54,800

–

7(a)

–

1995-02-22

BASLER DESIGN GROUP, INC Heritage Bank

Cedar Rapids, IA

52403

$50,000

$10K

7(a)

"All Other Professional, Scientific, and Technical Services"

2007-09-13

MIDWEST PHYSIQUE, INC.Heritage Bank

Marion, IA

52302

$50,000

–

7(a)

Fitness and Recreational Sports Centers

1996-09-26

STAR MACHINE TOOL, INC.Heritage Bank

Delhi, IA

52223

$47,000

–

7(a)

Machine Tool (Metal Cutting Types) Manufacturing

1991-03-12

Amana Colonies Bakery and Cafe Heritage Bank

Amana, IA

52203

$30,000

$8K

7(a)

Retail Bakeries

2015-05-21

Amana Colonies Bakery and Cafe Heritage Bank

Amana, IA

52203

$20,000

$5K

7(a)

Retail Bakeries

2015-06-08

HEARTLAND ROOFING SPECIALISTS Heritage Bank

Marion, IA

52302

$15,000

–

7(a)

Roofing, Siding, and Sheet Metal Contractors

1996-10-09

ANIMAL CARE HOSPITAL, P.C.

Cedar Rapids, IA · 52402

$825,000

7(a)

Heritage Bank$27K/job · 2009-11-14

Heritage Bank1993-10-25

MYSAK TRANSMISSION, INC.

Marion, IA · 52302

$260,000

7(a)

Heritage Bank$43K/job · 2010-01-20

Amana Colonies Bakery and Cafe

Amana, IA · 52203

$250,000

7(a)

Heritage Bank$31K/job · 2013-03-08

BARNES MANUFACTURING SERVICES, INC

Marion, IA · 52302

$237,500

7(a)

Heritage Bank$59K/job · 2013-06-11

MIDWEST PHYSIQUE, INC.

Marion, IA · 52302

$162,500

7(a)

Heritage Bank1996-07-23

Heritage Bank1996-10-08

WADE'S AUTO COLLISION, LLC

Marion, IA · 52302

$150,000

7(a)

Heritage Bank$38K/job · 2011-08-04

Heritage Bank$46K/job · 2018-04-05

BEST LITTLE RESTAURANT IN HALE

Hale, IA · 52302

$90,000

7(a)

Heritage Bank1996-07-18

Heritage Bank1993-09-24

Draper Ventures, Inc.

Marion, IA · 52302

$75,000

7(a)

Heritage Bank$19K/job · 2014-02-11

Harley Investments LLC

Cedar Rapids, IA · 52411

$73,000

7(a)

Heritage Bank$24K/job · 2008-02-29

JNLC ENTERPRISES, LLC

Cedar Rapids, IA · 52405

$70,000

7(a)

Heritage Bank$9K/job · 2010-07-19

CLUB DELI INC

Cedar Rapids, IA · 52402

$67,000

7(a)

Heritage Bank$13K/job · 2009-06-24

NEW WINE FINANCIAL SERVICES, INC.

Peosta, IA · 52068

$60,000

7(a)

Heritage Bank$20K/job · 2008-11-14

Heritage Bank1996-10-08

JAMES POTTER APPRAISAL & CONSULTING, LLC

Marion, IA · 52302

$60,000

7(a)

Heritage Bank$30K/job · 2010-03-10

Heritage Bank1995-02-22

BASLER DESIGN GROUP, INC

Cedar Rapids, IA · 52403

$50,000

7(a)

Heritage Bank$10K/job · 2007-09-13

MIDWEST PHYSIQUE, INC.

Marion, IA · 52302

$50,000

7(a)

Heritage Bank1996-09-26

STAR MACHINE TOOL, INC.

Delhi, IA · 52223

$47,000

7(a)

Heritage Bank1991-03-12

Amana Colonies Bakery and Cafe

Amana, IA · 52203

$30,000

7(a)

Heritage Bank$8K/job · 2015-05-21

Amana Colonies Bakery and Cafe

Amana, IA · 52203

$20,000

7(a)

Heritage Bank$5K/job · 2015-06-08

HEARTLAND ROOFING SPECIALISTS

Marion, IA · 52302

$15,000

7(a)

Heritage Bank1996-10-09

1–25 of 28

Page 1 of 2

Where Heritage Bank lends

APPROVAL CONCENTRATION

TOP STATES