SBA lender profile
Milestone Bank
Milestone Bank appears in the public SBA loan data with 166 funded 7(a) loans since FY2010, totaling $222.8M, an average of $1.3M per loan, and an estimated 3,313 jobs supported. Its SBA lending concentrates in Texas and the Accommodation and Food Services sector. Across its 7(a) loans, the charge-off rate is 4.8%. 72.3% of its 7(a) loans were processed under delegated PLP authority.
By Mario Bailey · Source: SBA FOIA 7(a) and 504 data, FY2010–2026 (as of 2026-03-31)
- Track record 63
- Scale 74
- Activity 90
- Consistency 58
A relative profile signal from the public SBA record, not a prediction of approval or a guarantee.
Is Milestone Bank the right lender for you?
Lenders fund what they know. Milestone Bank's SBA lending concentrates in Texas (25 loans) and Accommodation and Food Services (49 loans), at an average loan of $1.3M. If your business does not look like that, a different SBA lender is likely the better fit.
See which SBA lenders fund businesses like yours →Ranked on the funded-loan record, not on who pays. Free, and your details go only to the lenders we match you to.
Bank profile
via FDIC- Total assets
- $361M
- Headquarters
- Salt Lake City, UT
- FDIC cert
- #58148
- Status
- Active
Where Milestone Bank lends
Top states by funded SBA volume.
| State | Loans | Total volume |
|---|---|---|
| Texas | 25 | $46.8M |
| Florida | 30 | $36.6M |
| Colorado | 13 | $25.1M |
| South Carolina | 11 | $17.4M |
| California | 6 | $10.5M |
| Nevada | 6 | $8.8M |
What Milestone Bank funds
Top industries by funded SBA volume.
| Industry | Loans | Total volume |
|---|---|---|
| Accommodation and Food Services | 49 | $53.4M |
| Health Care and Social Assistance | 28 | $32.8M |
| Other Services | 16 | $28.6M |
| Arts, Entertainment, Recreation | 15 | $23.9M |
| Manufacturing | 10 | $23.3M |
| Retail Trade | 14 | $14.5M |
Milestone Bank SBA lending by year
Funded SBA volume by approval fiscal year (FY2010–2026).
| Fiscal year | Loans | Total volume |
|---|---|---|
| 2010 | 2 | $850K |
| 2011 | 2 | $1.3M |
| 2012 | 1 | $780K |
| 2013 | 4 | $2.5M |
| 2014 | 3 | $2.7M |
| 2015 | 6 | $4.2M |
| 2016 | 7 | $4.1M |
| 2017 | 13 | $6.0M |
| 2023 | 18 | $23.3M |
| 2024 | 22 | $34.8M |
| 2025 | 54 | $76.6M |
| 2026 | 34 | $65.8M |
Related SBA lenders
Other lenders active in Texas or in Accommodation and Food Services.
Comparing lenders? See how to choose an SBA lender by track record.
Milestone Bank: frequently asked questions
Does Milestone Bank offer SBA loans?
Yes. Milestone Bank appears in the public SBA data with 166 funded SBA 7(a) loans totaling $222.8M.
How many SBA loans has Milestone Bank made?
Milestone Bank is associated with 166 SBA 7(a) loans totaling $222.8M in the public SBA data (as of 2026-03-31).
What is Milestone Bank's SBA charge-off rate?
About 4.8% of Milestone Bank's 7(a) loans in the data have been charged off. A lower rate is generally a better sign, but it is not a lifetime default rate; see our methodology for how it is calculated.
Where does Milestone Bank do most of its SBA lending?
Milestone Bank's SBA lending in the data is most concentrated in Texas, and by industry in Accommodation and Food Services.
Is Milestone Bank an SBA Preferred Lender (PLP)?
The loan record shows Milestone Bank operating under PLP delegated authority: 120 of its 7(a) loans (72.3%) were processed through the Preferred Lenders Program, including 102 in FY2024–2026. The SBA grants and renews PLP status and publishes no public roster, so this is the processing record, not a certification.
This page is the public view of your institution's SBA record: rank, trajectory, and market position, computed from the complete public 7(a)/504 dataset. The full competitive picture (your share against named competitors by state and industry, and the growing markets you're absent from) is available to your team.
Request your institution's benchmarking →Mario Bailey. (2026). Milestone Bank SBA lending profile. SBA Loan Index. https://sbaloanindex.com/lenders/milestone-bank/
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