University of Kentucky Federal Credit Union has several business checking solutions to choose from, business deposits, merchant services and business lending to make your business a success. Click Business Accounts to learn more.
Business Loans at UKFCU can help your business thrive!
Lee Jackson is the Business Relationship Officer at UKFCU. Jackson began his career in the lending industry in 1995 and holds a B.A. in Organizational Management from Midway College.
Jackson has held many positions in the credit union industry serving as branch manager for Liberty Alliance Federal Credit Union then as Vice President & Loan Manager. Jackson also managed the Indirect Lending Program at Members Heritage Federal Credit Union.
With experience in both lending and credit unions, Jackson’s role at UKFCU is to help businesses obtain the loans and business services they need to grow. Contact Lee Jackson at email@example.com or 859.264.4278 to learn how UKFCU can help your business thrive.
WHAT WE NEED TO START YOUR BUSINESS LOAN APPLICATION:
___ Personal Financial Statement signed and dated
___ 3 years of most recent personal tax returns with schedules
___ 3 years of most recent business tax returns with K-1s (if applicable)
___ Most recent year end P&L and Balance Sheet (if applicable)
___ Pro-Formas (for new businesses)
___ Rent Roll (if applicable)
*A combination of the most recent year end P&L and tax returns for 2 prior
years will be sufficient for a 3 year history of business performance.
*If you receive distributions from a business, we will need the K-1s
of that business. The K-1s will tell us how much you receive from the
business as well as whether you have to contribute cash to it.
The quicker we get the complete package the quicker we can process your request!