Univest

Univest successfully facilitated a $4 million commercial real estate loan for a property management firm. The client, a managing partner at the firm, required financing for a neighborhood improvement zone-specific property. Univest's team, led by Business Development Manager Pete and a relationship manager, provided expert assistance with the complex underwriting requirements of the project. The client, who knew Pete from prior engagements in the banking space, was impressed by the team's knowledge and expertise. The engagement, which started in October 2021, is ongoing, with the client set to pay off the loan once everything is finalized. The client expressed satisfaction with Univest's services, highlighting their knowledge of neighborhood improvement and their ability to secure a term sheet.