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Bank · Scottsdale, AZ

Southwest Heritage Bank: SBA lending profile

SBA 7(a) loans, October 2021 to June 30, 2026 · Updated October 15, 2026 · Lender website
21
SBA loans approved
$15.8M
Total approved
$679,000
Median loan
3
States lent in
57%
To startups
#872
National rank by loans

Southwest Heritage Bank approved 21 SBA loans worth $15.8M between October 2021 and June 2026, ranking #872 of 2,283 SBA lenders nationally by loan count. Its median loan was $679,000, and 57% went to startups or businesses under two years old. It lent in 3 states, most often in Arizona, and its most financed industry was restaurants and hotels.

SBA loans per fiscal year

071320FY14: 8 loansFY14FY15: 2 loansFY15FY16: 8 loansFY16FY17: 5 loansFY17FY18: 11 loansFY18FY19: 16 loansFY1916FY20: 8 loansFY20FY21: 11 loansFY21FY22: 9 loansFY22FY23: 7 loansFY23FY24: 4 loansFY24FY25FY26 (Oct to Jun): 1 loansFY261
Fiscal year runs October to September. Fiscal 2026 covers October 2025 to June 2026 only.

Where Southwest Heritage Bank lends

StateLoansApprovedMedian loanRank in state
Arizona18$14.9M$742,000#56
Texas2$745K$372,500#332
New Mexico1$131K$131,000#107

Industries Southwest Heritage Bank finances

IndustryLoansShareMedian loan
Restaurants and hotels8
38%
$428,500
Manufacturing3
14%
$883,000
Retail3
14%
$727,000
Construction2
10%
$1,352,950
Other services (repair, personal care)2
10%
$737,000
Arts, entertainment and recreation1
5%
$109,000
Finance and insurance1
5%
$181,000
Real estate and rental1
5%
$131,000
Loan size mix
  • Under $150,00010%
  • $150,000 to $500,00033%
  • $500,000 to $2 million57%
  • $2 million and up0%
Loan programs used
  • Standard 7(a)95%
  • SBA Express5%
Data from the U.S. Small Business Administration's public 7(a) and 504 loan records (through June 30, 2026) and FDIC call-report data (quarter ending June 30, 2026). US Lender Metrics is not affiliated with the SBA, FDIC, FFIEC, NCUA or any lender, is not a lender or loan broker, and does not make credit decisions. Information only; not financial, legal or lending advice. © 2026 US Lender Metrics.