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Wilary Winn LLC
  • (651) 224-1200
  • Services
    CECL
    & ALM
    • Credit Risk
      • Current Expected Credit Loss (CECL)
      • Capital Stress Testing
      • Concentration Risk Management
      • Real Return Analyses
    • Outsourced ALM Advisory
      • Interest Rate Risk Management
      • Budgeting and Balance Sheet Optimization
      • Liquidity Stress Testing
    Mergers &
    Acquisitions
    • Preliminary and Final Merger Valuation
    • Accretion True-up
    • Goodwill Impairment Testing
    • ASC 310-30
    Valuation of
    Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • Commercial Servicing
    Additional
    Services
    • Mortgage Banking Derivatives (IRLCs)
    • Fair Value Footnotes
    • ALM Model Validation
    • Non-Maturity Sensitivity Analyses
    • SBA 7(a) Gain on Sale
    • TDRs
    • Non-Agency MBS
    • TruPS
    Overview of Services
  • Our Company
    • About Us
    • Our Team
    • Relationships
  • Services
    • Overview of Services
    • CECL & ALM
    • Mergers & Acquisitions
    • Valuation of Loan Servicing
    • Additional Services
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  • News & Events
  • Contact Us
  • Careers

SBA 7(a) Loan Servicing

We are the nation’s second largest provider of SBA 7(a) loan servicing valuations.

Why Choose Us

The accounting for the sales of the guaranteed portions of SBA 7(a) loans is relatively complex. We help our clients with the initial sales accounting and this knowledge informs our valuations. We also support the industry and are an associate member of the National Association of Government Guaranteed Lenders (NAGGL).

Our Approach

We provide a comprehensive and cost-effective approach to the valuation of SBA 7(a) loan servicing. We run our valuations at the individual loan level, which we strongly believe produces the most accurate results. Our reports highlight the changes in the expected values of the servicing under various marketplace assumptions, so that our clients understand the potential economic risks and rewards of the servicing asset under different economic conditions. Our approach is transparent, and our reports include detailed descriptions and rationale for our key valuation assumptions.

Wilary Winn also helps our clients with the initial and ongoing accounting. As part of our valuation process, we provide a basis roll-forward file at the loan level that details and summarizes the amount of servicing rights to be amortized and the retained portion discount to be accreted each month.

Services

  • Valuation of Loan Servicing
    • Residential MSRs
    • SBA 7(a) Loan Servicing
    • Commercial Servicing
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What our clients say

At OnPoint we find tremendous value in a trusted partner like Wilary Winn. We have been working together for the past eight years and have found that they are easy […]

Jim Hunt, Senior Vice President & Chief Financial Officer, OnPoint Community Credit Union – Portland, OR
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About Wilary Winn

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What We Do

  • CECL & ALM
  • Mergers & Acquisitions
  • Valuation of Loan Servicing
  • Additional Services
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  • (651) 224-1200
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