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Oak Street Funding® Successfully Supports Customers Through The PPP Loan Process
Bill McGuire

Oak Street Funding® Successfully Supports Customers Through The PPP Loan Process

Valuable resources from Alliance Partner, Oak Street Funding

Oak Street Funding, a commercial financial services provider for industries including the RIA space, has made a significant impact on the livelihoods of many of its clients including several from the Integrated Advisor’s Network. While not an SBA lender, Oak Street Funding is owned by First Financial Bank, an SBA lender, and has been able to assist their clients with the application process for the Paycheck Protection Program (PPP). The PPP is an SBA loan program that is part of the Coronavirus Aid, Relief, and Economic Security Act (CARES) and is intended to keep employees working at businesses that have been negatively impacted by COVID-19.

First Financial Bank received over 200 applications from Oak Street Funding customers across the United States for nearly $35 million in loans. By working directly with clients to navigate the application process, nearly all applications have now been accepted by the SBA program and many have already funded. According to Rick Dennen, CEO of Oak Street Funding, “Our team worked very closely with our clients to help ensure all the required documents were provided so their applications would move smoothly through the process at First Financial Bank. One of the keys to our success was the immediate and relentless attention we gave to this program by working nights, weekends and even a holiday to support our clients.”

Those at Oak Street Funding have received much positive customer feedback for their efforts, such as: “Thank you for forwarding the PPP link...I was disappointed that (my bank) couldn’t help us. I will be rethinking that relationship when the crisis is over.” and “Just wanted to say thank you very much. The (funding) is showing a pending deposit right now. Thanks a lot for your help and thanks for your responsiveness and kind of keeping me calm through the whole process.”

Oak Street Funding prides itself on providing our clients with exceptional customer service combined with the capital needed for businesses and the direct access to leadership to discuss acquisition and succession financing options. If there are ever any questions about the many non-SBA financing options available to you from Oak Street Funding, please contact Susie McEuen at 317-814-2669 or


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