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Bank executives at Houston symposium offer practical lending advice, CRA outreach and partner contacts for small firms
Summary
Representatives of Wallace Bank, Stellar Bank, Veritex and community banks described CRA-driven engagement, success stories and concrete steps small businesses can take — preparing financials, building relationships, using SBA Lender Match and nonprofit counselors.
Bank and community-lending executives at the symposium described how they work with small businesses and local nonprofits, outlined CRA-driven outreach and offered concrete steps entrepreneurs can take before seeking loans.
What banks said
- Relationship first: Courtney Taylor of Veritex Community Bank said outreach and in-person relationship-building — attending networking groups, workshops and industry events — are central to long-term partnerships. "If there's something I can't do, I know who to call," she said, describing referrals to community partners.
- CRA and disaster…
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