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Coleman Movers & Shakers — Jerry Price, Bobby Goff, and Jim Morris

February 13, 2020

By Caity Witucki
Contributing Editor, Coleman Movers & Shakers

Coleman Movers & Shakers — Jerry Price, Bobby Goff, and Jim Morris

Jerry J. Price, Jr. joins First Bank of the Lake

Jerry J. Price, Jr. has joined First Bank of the Lake’s SBA lending team as Vice President, SBA Healthcare Business Development Officer. In his new role at First Bank of the Lake, Price will be responsible for creating loan opportunities in health care lending by capitalizing on his extensive background focused in Dental and Veterinary Lending.

“We thrilled that Jerry has joined our team,” says Executive Vice President, Annemarie Murphy. “By bringing Jerry on board we have deepened our team’s ability to bring a unique perspective and expertise for our customers. We are confident that his vision and knowledge of SBA Lending will help his clients reach their full potential.”

Price earned a bachelor’s degree in Family Financial Management from Ohio State University in
December 1999 and previously held an Ohio Life and Health License, Series 6 Securities License and Series Blue Sky License.

“I’m excited to join the team of such a progressive bank,” says Price. “I am eager to apply my SBA knowledge with meaningful lending solutions for businesses. With the backing of First Bank of the Lake and my commitment to responding to my clients’ objectives, I look
forward to helping more businesses grow and to help the bank to expand their SBA Lending
portfolio.”

Bobby Goff joins First Bank of the Lake

Bobby Goff has joined First Bank of the Lake’s SBA lending team
as Vice President and Business Development Officer. In his new role, Goff will be responsible for commercial loan growth, working closely with industry leaders and clients.

Goff has over 35 years of banking experience, in both financing investment properties, and for the last 30 years exclusively financing small businesses through government guaranteed lending programs. Over his career, Goff has specialized in hospitality loans but also has expertise in general lending.

“We are excited to have recruited top talent that aligns with our plan for continued growth strategies. Bobby has exceptional market knowledge, is well-connected in the business community, and will be instrumental in First Bank of the Lake’s successful growth,” says Executive Vice President, Annemarie Murphy. “By adding dynamic people like Bobby, we have strengthened our commitment to helping entrepreneurs grow and thrive. We are excited about the future.”

“In my role as an SBA Business Development Officer, I am committed to responding to my client’s objectives. Their success is of paramount importance to me,” says Goff. “I put my years of experience to work for my clients and oversee the loan process from start to finish. It is a privilege helping them succeed”

Berkshire Bank names Jim Morris Regional President

Jim Morris has been named regional president of Berkshire Bank. Berkshire Bank was the top Albany-area SBA lender in 2019, having approved 28 SBA loans worth $14.62 million.

Morris is one of eight regional presidents that Berkshire promoted throughout its Northeast footprint. The regional president is responsible for supporting all lines of work including wealth management, insurance, commercial real estate and the branch network.

“It’s to make sure that as we continue to grow our team of talented bankers here and grow the number of customers and clients we serve that we stay rooted in the community. That’s the reason for the position,” says Morris. “We stay a true community bank for as large as we get.”

Morris has a bachelor’s degree from SUNY New Paltz and is a former Business Review 40 Under 40 honoree. Morris and his wife, Deb, are also the owners of a specialty chocolate store in North Creek near Gore Mountain.

Upcoming SBA Lending Professional Industry Events

SBA Lenders Forum, February 25, Santa Ana, CA

Southeastern Small Business Lenders Conference, March 18-20, Asheville NC

MALC 2020, April 20-22, League City, TX

America East Small Business Lenders Conference, August 12-14, Baltimore, MD

Music City Lenders Conference, August 19-21 (Tentative), Nashville, TN

FLAGGL Small Business Lenders Conference September 16-18, Orlando, FL

6th Annual NACLB Conference and Expo, October 13-15, Las Vegas, NV.

KY SBA Lenders Conference, November 14-15, Louisville, KY

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