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Heritage Bank
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Public profile — unclaimed
Heritage Bank — SBA Loan Activity
Public SBA 7(a) and 504 lending activity for Heritage Bank.
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Overview
Recent loans
Industries
Geography
7(a) vs 504
Total SBA loans
3,257
2010 – 2025
Approved $
$1.0B
across all programs
Avg loan size
$310K
median $150K
Top industry
Full-Service Restaurants
208 loans · 6%
7(a) vs 504
BY APPROVAL COUNT
7(a) · 100%
SBA 7(a)
Loans
3,257
Approved
$1.0B
Avg size
$310K
Range
$5K – $5.0M
SBA 504
Loans
0
Approved
$0
Avg size
$0
Range
—
Top industries funded
See all industries
Full-Service Restaurants
208
Limited-Service Restaurants
179
Offices of Dentists
98
Drycleaning and Laundry Services (except Coin-Operated)
78
Offices of Chiropractors
72
Limited-Service Restaurants
53
Loan records · Heritage Bank
Showing largest 500 of 3,257 records
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Sort:
Amount
Date
Per job
Borrower
Location
Approved
descending
Per job
Program
Industry
Date
Green Lake Brewing Company LLC
Heritage Bank
Seattle, WA
98103
$5,000,000
$60K
7(a)
Breweries
2015-07-28
HMI Dealership, Inc
Heritage Bank
Portland, OR
97232
$5,000,000
$156K
7(a)
Furniture Merchant Wholesalers
2019-08-30
Trussty Pals LLC
Heritage Bank
Spokane Valley, WA
99212
$4,711,000
$1.6M
7(a)
Hardwood Veneer and Plywood Manufacturing
2025-08-13
Gypsum Wallboard Supply
Heritage Bank
Tacoma, WA
98444
$4,700,000
$147K
7(a)
Other Construction Material Merchant Wholesalers
2015-06-29
Industrial Cloud Controls Inc.
Heritage Bank
Kirkland, WA
98033
$4,700,000
$336K
7(a)
"Automatic Environmental Control Manufacturing for Residential, Commercial, and Appliance Use"
2016-01-26
Narrows Heating & Air Conditioning, Inc.
Heritage Bank
Tacoma, WA
98409
$4,620,500
$110K
7(a)
"Plumbing, Heating, and Air-Conditioning Contractors"
2019-02-04
Oak Street Optical, LLC
Heritage Bank
Seattle, WA
98101
$4,600,000
$2.3M
7(a)
Optical Goods Stores
2019-05-24
ALBERSON ENTERPRISES LLC
Heritage Bank
Vancouver, WA
98661
$4,125,000
$4.1M
7(a)
Security Guards and Patrol Services
2022-10-17
Peterson Brothers Inc.
Heritage Bank
Sumner, WA
98390
$4,000,000
$59K
7(a)
"Highway, Street, and Bridge Construction"
2010-12-22
Sea Level Coffee, Inc.
Heritage Bank
Olympia, WA
98501
$4,000,000
$40K
7(a)
Limited-Service Restaurants
2025-06-27
Sua Sponte LLC
Heritage Bank
Woodinville, WA
98072
$3,835,000
$124K
7(a)
Other Grocery and Related Products Merchant Wholesalers
2025-05-05
MORSE DISTRIBUTION, INC.
Heritage Bank
Bellingham, WA
98225
$3,723,000
$83K
7(a)
Metal Service Centers and Other Metal Merchant Wholesalers
2022-08-23
J&H Chaney Holdings, LLC
Heritage Bank
Lake Tapps, WA
98391
$3,502,000
$50K
7(a)
Offices of Other Holding Companies
2025-06-03
Leedawn Capital LLC
Heritage Bank
Arlington, WA
98223
$3,432,500
$1.1M
7(a)
Recreational Vehicle Dealers
2021-09-21
Erickson McGovern PLLC
Heritage Bank
Tacoma, WA
98421
$3,349,000
$3.3M
7(a)
Architectural Services
2018-12-18
Brink Communications, LLC
Heritage Bank
Portland, OR
97214
$3,331,000
$85K
7(a)
Advertising Agencies
2021-08-25
Coast Services LLC
Heritage Bank
Sherwood, OR
97140
$3,239,000
$65K
7(a)
Site Preparation Contractors
2024-11-07
Sims Vibration Laboratory, Inc.
Heritage Bank
Shelton, WA
98584
$3,225,000
$41K
7(a)
Other Miscellaneous Nondurable Goods Merchant Wholesalers
2015-07-28
Anatek Labs, Inc.
Heritage Bank
Spokane, WA
99202
$3,091,000
$1.5M
7(a)
Environmental Consulting Services
2025-09-29
Taylor Transport, Inc.
Heritage Bank
Vancouver, WA
98662
$3,012,300
$1.5M
7(a)
"General Freight Trucking, Local"
2023-08-23
COMFORT INN
Heritage Bank
Bellingham, WA
98226
$2,930,000
—
7(a)
—
1996-06-28
Cantina Monarca, Inc.
Heritage Bank
Bellevue, WA
98004
$2,786,000
$37K
7(a)
Full-Service Restaurants
2022-04-14
Ryan Hershey Enterprises, Inc.
Heritage Bank
Sumner, WA
98390
$2,782,000
$34K
7(a)
Perishable Prepared Food Manufacturing
2017-01-25
Atlas Coffee Importers, LLC
Heritage Bank
Seattle, WA
98117
$2,735,000
$274K
7(a)
Other Grocery and Related Products Merchant Wholesalers
2012-05-18
National Glass Industries, Inc.
Heritage Bank
Woodinville, WA
98072
$2,730,000
$68K
7(a)
Flat Glass Manufacturing
2015-01-26
Green Lake Brewing Company LLC
Seattle, WA · 98103
$5,000,000
7(a)
Heritage Bank
$60K/job · 2015-07-28
HMI Dealership, Inc
Portland, OR · 97232
$5,000,000
7(a)
Heritage Bank
$156K/job · 2019-08-30
Trussty Pals LLC
Spokane Valley, WA · 99212
$4,711,000
7(a)
Heritage Bank
$1.6M/job · 2025-08-13
Gypsum Wallboard Supply
Tacoma, WA · 98444
$4,700,000
7(a)
Heritage Bank
$147K/job · 2015-06-29
Industrial Cloud Controls Inc.
Kirkland, WA · 98033
$4,700,000
7(a)
Heritage Bank
$336K/job · 2016-01-26
Narrows Heating & Air Conditioning, Inc.
Tacoma, WA · 98409
$4,620,500
7(a)
Heritage Bank
$110K/job · 2019-02-04
Oak Street Optical, LLC
Seattle, WA · 98101
$4,600,000
7(a)
Heritage Bank
$2.3M/job · 2019-05-24
ALBERSON ENTERPRISES LLC
Vancouver, WA · 98661
$4,125,000
7(a)
Heritage Bank
$4.1M/job · 2022-10-17
Peterson Brothers Inc.
Sumner, WA · 98390
$4,000,000
7(a)
Heritage Bank
$59K/job · 2010-12-22
Sea Level Coffee, Inc.
Olympia, WA · 98501
$4,000,000
7(a)
Heritage Bank
$40K/job · 2025-06-27
Sua Sponte LLC
Woodinville, WA · 98072
$3,835,000
7(a)
Heritage Bank
$124K/job · 2025-05-05
MORSE DISTRIBUTION, INC.
Bellingham, WA · 98225
$3,723,000
7(a)
Heritage Bank
$83K/job · 2022-08-23
J&H Chaney Holdings, LLC
Lake Tapps, WA · 98391
$3,502,000
7(a)
Heritage Bank
$50K/job · 2025-06-03
Leedawn Capital LLC
Arlington, WA · 98223
$3,432,500
7(a)
Heritage Bank
$1.1M/job · 2021-09-21
Erickson McGovern PLLC
Tacoma, WA · 98421
$3,349,000
7(a)
Heritage Bank
$3.3M/job · 2018-12-18
Brink Communications, LLC
Portland, OR · 97214
$3,331,000
7(a)
Heritage Bank
$85K/job · 2021-08-25
Coast Services LLC
Sherwood, OR · 97140
$3,239,000
7(a)
Heritage Bank
$65K/job · 2024-11-07
Sims Vibration Laboratory, Inc.
Shelton, WA · 98584
$3,225,000
7(a)
Heritage Bank
$41K/job · 2015-07-28
Anatek Labs, Inc.
Spokane, WA · 99202
$3,091,000
7(a)
Heritage Bank
$1.5M/job · 2025-09-29
Taylor Transport, Inc.
Vancouver, WA · 98662
$3,012,300
7(a)
Heritage Bank
$1.5M/job · 2023-08-23
COMFORT INN
Bellingham, WA · 98226
$2,930,000
7(a)
Heritage Bank
1996-06-28
Cantina Monarca, Inc.
Bellevue, WA · 98004
$2,786,000
7(a)
Heritage Bank
$37K/job · 2022-04-14
Ryan Hershey Enterprises, Inc.
Sumner, WA · 98390
$2,782,000
7(a)
Heritage Bank
$34K/job · 2017-01-25
Atlas Coffee Importers, LLC
Seattle, WA · 98117
$2,735,000
7(a)
Heritage Bank
$274K/job · 2012-05-18
National Glass Industries, Inc.
Woodinville, WA · 98072
$2,730,000
7(a)
Heritage Bank
$68K/job · 2015-01-26
1–25 of 500 (largest 500 of 3,257)
Page 1 of 20
See all 3,257 records in search →
Where Heritage Bank lends
APPROVAL CONCENTRATION
TOP STATES
WA
3,093
OR
153
ID
6
CA
3
FL
1