Heritage Bank approved 606 SBA loans worth $285.3M between October 2021 and June 2026, ranking #67 of 2,283 SBA lenders nationally by loan count. Its median loan was $150,000, and 11% went to startups or businesses under two years old. It lent in 49 states, most often in California, and its most financed industry was restaurants and hotels.
| State | Loans | Approved | Median loan | Rank in state |
|---|---|---|---|---|
| California | 67 | $24.2M | $150,000 | #73 |
| Florida | 62 | $23.6M | $150,000 | #59 |
| Texas | 47 | $25.3M | $150,000 | #84 |
| New York | 46 | $15.2M | $150,000 | #48 |
| Ohio | 30 | $14.3M | $265,000 | #45 |
| Pennsylvania | 29 | $15.0M | $150,000 | #47 |
| Illinois | 29 | $13.1M | $150,000 | #54 |
| Kentucky | 23 | $22.4M | $340,000 | #21 |
| Georgia | 22 | $10.6M | $150,000 | #74 |
| New Jersey | 21 | $10.5M | $150,000 | #58 |
| North Carolina | 20 | $8.8M | $150,000 | #53 |
| Washington | 17 | $6.3M | $150,000 | #60 |
| Maryland | 16 | $7.7M | $241,500 | #41 |
| Colorado | 15 | $8.2M | $150,000 | #72 |
| Michigan | 13 | $7.7M | $460,000 | #82 |
| Industry | Loans | Share | Median loan |
|---|---|---|---|
| Restaurants and hotels | 76 | $204,500 | |
| Retail | 72 | $150,000 | |
| Professional and technical services | 68 | $150,000 | |
| Health care and social assistance | 65 | $150,000 | |
| Construction | 65 | $150,000 | |
| Other services (repair, personal care) | 56 | $150,000 | |
| Manufacturing | 37 | $150,000 | |
| Wholesale trade | 37 | $150,000 | |
| Transportation and warehousing | 34 | $150,000 | |
| Administrative and support services | 32 | $278,500 |