Holtmeyer & Monson Successfully Achieves SOC 2 Type II Certification by AICPA

Congratulations to CBA Gold Preferred Service Provider Holtmeyer & Monson on successfully completing the System and Organization Controls (SOC) 2 Type II audit examination. With this SOC 2 Type II compliance certification,  financial institution clients can trust that Holtmeyer & Monson’s data, processes and procedures are of the highest quality and meet the stringent SOC 2 security and privacy standards set by the American Institute of Certified Public Accountants (AICPA).

Why SOC 2 Type II is critical for community lenders: Over the years, financial institutions have suffered costly data breaches which have escalated the due diligence requirements for their vendors. An AICPA SOC 2 Type II is the top industry attestation for security and compliance, and Holtmeyer & Monson is one of the only Lender Service Providers (LSPs) to have achieved this distinction.

"We built Holtmeyer & Monson based on trust, deep expertise, and ensuring the right processes are in place to work as a direct extension of our clients to help drive growth through SBA and USDA lending,” stated Arne Monson, President and Co-Founder, Holtmeyer & Monson. “We’ve been delivering on this mission for over 40 years. Achieving AICPA SOC 2 Type II compliance is a time- and resource-intensive process; however, we knew it was a level of assurance we needed to offer our clients.”