SBA lending record

Alliance Underwriting LLC

15508 Blue Mesa Dr, Edmond, OK 73013 · Portfolio Management. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

Loan on record

FY2021

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$50,000 — FY2021

Gross approval: $50,000
SBA guaranteed: $37,500 (75%)
Status: Paid in full
Rate at approval: 4.25% f
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/10/2021
First disbursement: 4/15/2022
Days to fund: 248 days
Paid in full: 8/31/2024
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management
NAICS code: 523920
Lender: First Security Bank and Trust Company
Address: 15508 Blue Mesa Dr
City: Edmond, 73013
County: Oklahoma
SBA district office: OKLAHOMA DISTRICT OFFICE
Congressional district: 5

The lender

First Security Bank and Trust Company

1 loan to this business

Find SBA lenders for businesses like this

The banks most active funding portfolio management — by location, industry.

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Comparable portfolio management in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

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SBA financing: ≈ $98K–$163K
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SBA financing: ≈ $97K–$162K
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Silvercat Investors LLC

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$40K
SBA financing: ≈ $78K–$131K
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GROSS & HARTMAN INVESTMENTS, LLC

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Portfolio Management

$40K
SBA financing: ≈ $78K–$131K
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Silversword Asset Management, LLC

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Portfolio Management

$75K
SBA financing: ≈ $147K–$245K
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Jervis Financial Group, LLC

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SBA financing: ≈ $157K–$261K
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Agent summary

This page summarizes the public SBA 7(a) lending record for Alliance Underwriting LLC in Edmond, OK (Portfolio Management). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $50K
On record FY2021
1 jobs supported
Industry: Portfolio Management
Location: Edmond, OK
Lender: First Security Bank and Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management businesses in OK for ~$50k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/alliance-underwriting-llc-ok
API:: https://www.capbench.com/api/public/businesses/alliance-underwriting-llc-ok
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Alliance Underwriting LLC.