Applications & Forms

Below are several forms and applications you may need during the business loan process. 

Small Business and C&I Loans

Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit

Clipboard with a checkmark, symbolizing the application process for St. Mary’s Bank products and services.

Application Checklist

Small Business & C&I Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Accounts Receivable Aging Report
  • Accounts Payable Aging Report
  • Business Plan (to include 12 month Sales and Expense Projection if new business venture)
  • Corporate / Partnership / Trust Agreement Documents
  • Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Commercial Real Estate Loans

Clipboard with a checkmark, symbolizing the application process for St. Mary’s Bank products and services.

Application Checklist

CRE Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Corporate / Partnership / Trust Agreement Documents
  • Leases (self, tenants)
  • Purchase & Sales Agreement
  • Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

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Erik Mitchell, Business Development Officer

Team News, business news

Helping Local Businesses Grow: Experienced Banking Leader Erik Mitchell Joins St. Mary’s Bank as Business Development Officer

Travis Boucher, St. Mary's Bank Board of Directors

Team News, business news

St. Mary’s Bank Welcomes Travis Boucher to Board of Directors

Elliott Hale, Business Development Officer

Team News, business news

Service Built from Experience: Small Business Owner Elliott Hale Joins St. Mary’s Bank as Business Development Officer