Skip to main content

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

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)

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)

Elizabeth Boudreau

Commercial

St. Mary’s Bank Welcomes Elizabeth Boudreau as Business Development Officer

Hoang Nguyen CFO

Team News

St. Mary’s Bank Welcomes New Chief Financial Officer & Treasurer

St Mary's Bank and North Branch Construction Topping Off photo

Branch

North Branch Construction and St. Mary’s Bank Mark Construction Milestone with Topping Off Tradition