How can your clients benefit from business advisory services?

When your business banking clients need support, you want to ensure that you’re referring them to a trusted partner. You may be familiar with Excelsior Growth Fund’s loan products that can help your clients access financing when they’re unable to qualify for traditional business loans, but did you know that we also provide advisory services to help improve their financial picture? Our goal is to help your clients become eligible for financing through your institution in the [...]

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How Referrals Help Bankers Keep and Grow their Small Business Clients

An ongoing challenge that business owners face is getting the funds they need to start and grow their businesses. While proactively helping your clients get loans and lines of credit is beneficial for both you and them, in reality, it can be challenging for many businesses to meet traditional lending criteria. When that happens, you’ll want to be sure that you’re connecting your client with a funding source that can provide the funds they need. In this article, we’ll share [...]

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EGF Client Eligibility

Small business lenders often work with clients who may be just shy of meeting their institution’s eligibility criteria for commercial loans. Alternatively, they may have had to decline their client for traditional financing, and want to ensure they can get the funds they need to keep growing. That’s why one of the leading questions we get from lenders is, “How do I know if my clients are eligible for your loan products?” It’s simple and easy to determine whether [...]

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Capital Continuum

When small business owners need financing to grow their business, they often have many options to choose from depending on their situation. If you have a small business client that does not qualify for a loan through your institution and needs help navigating the small business lending landscape, we have a resource to add to your toolbox: our capital continuum infographic! From using personal savings to conventional bank loans, this infographic provides an overview of the best funding sources [...]

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Meet the Team: Yahaira Núñez

Friday, March 8, 2019
Yahaira Núñez

Every day, EGF Assistant Vice President Yahaira Núñez works closely with EGF’s bank and community partners to ensure that business owners receive the funding and resources they need to grow. As a member of EGF’s Business Advisory Services team, Yahaira also works one-on-one with clients to support them through the application and funding process. Learn more about Yahaira and why she loves working with small businesses. 1. What is your role at EGF? My primary [...]

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