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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)

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)

2026 Manchester Boys and Girls Clubs hangtag campaign

General, Perimeter Branch, DW Highway Branch, Elm Street Branch, McGregor Branch, Hanover Branch

St. Mary’s Bank Partners with Boys & Girls Clubs of Greater Manchester to Support Local Kids

Angel Cuadrado, Member Experience Manager I

Team News

Angel Cuadrado Brings a People-First, Empathetic Leadership Style to St. Mary’s Bank’s Spruce Street Branch

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