“Katie always does a great job representing us. There is no better compliment than a borrower walking from the table with a smile on their face and thank you’s to go around. When a loan is closed properly and timely, everyone involved is very gracious.”
Katie O’Brien | Shareholder
Katie is a Shareholder in the Fort Washington office. She concentrates her practice in the areas of commercial lending, real estate and commercial contracts.
- Advises lenders on eligibility matters and documenting and closing loans under the SBA 7(a) and USDA loan programs
- Assists lenders in preserving and protecting their government guaranty
- Assists lenders with respect to their closed SBA-guaranteed loan files by reviewing and preparing SBA guaranty repurchase packages and performing post closing audits
- Drafts, analyzes and negotiates commercial loan documents
She has developed a reputation among her clients as being customer focused, responsive, efficient and detail oriented.
In her free time, Katie enjoys spending time with her husband, three small children and dog, and loves the beach, reading, and traveling.
Katie O’Brien | Shareholder
“Katie closed a loan for me that had a lot of moving parts and involved several outside attorneys. She worked hard to make sure that it was properly documented and that the closing went as smoothly as possible.”
Katie is a Shareholder in the Fort Washington office. She concentrates her practice in the areas of commercial lending, real estate and commercial contracts.
- Advises lenders on eligibility matters and documenting and closing loans under the SBA 7(a) and USDA loan programs
- Assists lenders in preserving and protecting their government guaranty
- Assists lenders with respect to their closed SBA-guaranteed loan files by reviewing and preparing SBA guaranty repurchase packages and performing post closing audits
- Drafts, analyzes and negotiates commercial loan documents
She has developed a reputation among her clients as being customer focused, responsive, efficient and detail oriented.
In her free time, Katie enjoys spending time with her husband, three small children and dog, and loves the beach, reading, and traveling.
Representative Matters Highlights
Closed hundreds of loans across the country for a wide range of financial institutions, including national banks, regional banks, community banks, credit unions and non-bank lenders
Advised lender on complex loan structure issues for multi-million dollar stock purchase loan involving 35+ vehicles as collateral and closed loan within 10 days of receiving the file
Closed $3.5 million dollar asset purchase and real estate purchase loan with multiple facilities, five collateral properties, construction, co-op collateral and liquor license
Negotiated commercial loan agreements involving intercreditor agreements, subordination agreements and landlord waivers
Closing counsel for SBA lenders nationwide for real estate transactions, business acquisition transactions and construction loans
Admissions
- Pennsylvania
- New Jersey
Education
- Temple University Beasley School of Law – J.D.
- Pennsylvania State University – B.A., with distinction
Memberships
- National Association of Government Guaranteed Lenders
- American Bar Association
- Pennsylvania Bar Association