Company Updates

Windsor Advantage, LLC (“Windsor” or the “Company”), announced today that Will McClain has been appointed as the new President & Chief Executive Officer of the Company. Holding various management roles at Windsor for nearly a decade, McClain has officially assumed responsibilities succeeding Michael Breckheimer. Transitioning to Executive Vice President of Corporate Strategy at Integrated Financial

Windsor Advantage, LLC (Windsor or the Company), a leading Lender Service Provider (LSP) to participating lenders in Small Business Administration (SBA) loan programs, along with its parent company, Integrated Financial Holdings, Inc. (IFH), are pleased to announce the promotion of Leonard Ray to Chief Operating Officer at Windsor, effective January 1, 2021. Leonard has been with Windsor for nearly ten years, during which time he has

Windsor Advantage, LLC, the nation’s leading service provider of government guaranteed loans to over 90 banks and credit unions, has announced the acquisition of Meridian Loan Partners, a technology focused service provider for SBA 7(a) loans located in Charleston, South Carolina. Since its inception in 2018, Meridian has provided banks, credit unions, non-bank lenders and

On August 16th at the Great Lakes Small-Business Lenders Conference in Detroit, MI, three expert SBA Lender Service Provider (LSP) panelists were assembled to speak on the topic of “How to Best Engage LSPs”.  The Q&A session was focused on increasing awareness of the services provided by LSPs and how to establish a favorable relationship

In 2018, Windsor has reached yet another milestone, processing more than $2.0 billion in SBA 7(a) and USDA loans through its outsourced lending platform since 2010.  With this record setting volume, Windsor is pleased to announce several key promotions. CHICAGO, IL, July 17, 2018 — Windsor Advantage, LLC has announced that Mike Breckheimer has been

Although the role of technology continues to make connecting with community financial institutions across the country a more convenient activity each year, there is no blog content, social media post, webinar presentation or email exchange that resonates quite like a face-to-face interaction. Windsor Advantage has already had the opportunity to participate in a variety of