We believe in helping our business clients find the best loan solution for their business, and getting you a decision quickly. Which is why we want to make sure you’re prepared for the application process by telling you what you’ll need to bring in order to apply, all applications and statements can be requested at your local banking center. 

 

Borrowers:

  • Business Banking Credit Application, signed and dated
  • Borrower(s) Deposit Statements (if held outside of Bank Midwest, prior 2 months)
  • Three years of tax returns, including all schedules and K-1s
  • Interim Income Statement and Balance Sheet, within 90 days of request
  • Business Debt Schedule, if space on application is insufficient
  • Equipment Listing and Depreciation Schedule, if not included in tax return

 

Guarantors:

  • Three years tax returns, full copies, including all schedules and K-1s
  • NBH Personal Financial Statement, signed and dated, within 90 days of a new application
  • Notice of Intent and Certification Form, if Personal Financial Statement is Bank Midwest

 

Any other items needed will be based on the loan requested. Please talk with your local banker about specific needs for your application.

Contact a Business Banker

  • Example: 01234567489
  • Example: name@domain.com
Tricia Maxon
Director of Business Banking
Tricia Maxon Profile Image

Tricia Maxon is the Director of Small Business Banking. Ms. Maxon has been with Community Banks of Colorado since 2006.  She has lived in Telluride since 1991, with a Colorado background that includes seven years as Senior Lender at First National Bank of Telluride (now Alpine Bank), and seven years as President of The Bank of Telluride, a WestStar Bank (now US Bank) with additional responsibilities for the Aspen, Norwood and Montrose markets.

Ms. Maxon began her banking career in New York City. From 1985 – 1988 Ms. Maxon was an officer in the Commercial Real Estate group at Marine Midland Bank in Manhattan.  She was a Vice President in the Real Estate Finance Group of Chase Manhattan Bank from 1988-1991.

Ms. Maxon holds a BA from Trinity College in Connecticut, with a double major in Economics and Spanish.  She also holds an MBA in Finance from Fordham University.  Ms. Maxon is very involved in the Telluride community. She is a Board member of The Telluride Foundation, has served on the Board of the Telluride Montrose Regional Air Organization, the Board of Telluride Visitors Services, and is the former President of the Telluride Regional Chamber of Commerce.