Unitas Financial Services is thrilled to be attending the Mountain West Credit Union Association 2020 Annual Meeting & Convention at The Broadmoor in Colorado Springs, CO. Our own Jim Perry, VP of Regional Business Development and Allen Moss, VP of Regional Business Development will be on hand to answer questions about Collateral Protection Insurance including our newest product, Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Read more about it in our latest press release. Be sure to stop by to see us at exhibit 110 and register to win a YETI Cooler!
Jim Perry
VP, Regional Business Development
Jim joined Unitas Financial Services in November of 2018 as a VP of Regional Business Development. He will primarily be consulting with lenders in California, Colorado, Kansas, Nebraska, Minnesota, Wisconsin, Iowa, Missouri, and The Dakotas. Jim is a graduate of the United States Military Academy at West Point with a major in Economics. After graduating from West Point, Jim spent time at Fort Stewart, Georgia as an Infantry Officer. After his time in the Army, Jim sold commercial real estate and worked as a mortgage banker at a number of companies. Jim currently resides in Hilliard, Ohio with his wife and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. Jim is advising banks in Colorado on portfolio risk management and related efficiencies.
Jim, and Unitas Financial Services would like to invite you to schedule a free assessment of your coverage. No sales pressure, just free advice.
Allen Moss
VP, Regional Business Development
Allen joined Unitas Financial Services in October of 2019 as a VP of Regional Business Development. He will primarily be consulting with lenders in Texas, New Mexico, Arizona, Oklahoma, and Arkansas. Allen is a graduate of the United States Military Academy at West Point with a major in Mathematics. After graduating from West Point, Allen spent time at Schofield Barracks, Hawaii as an Infantry Officer. Following that assignment, Allen was selected to join the 75th Ranger Regiment at Fort Benning, Georgia, where he served as the Reconnaissance Company Operations Officer. Allen currently resides in Hilliard, Ohio and enjoys traveling, the outdoors, sports, and reading.
About Unitas Financial Services
Unitas Financial Services is committed to helping community lenders gain internal efficiencies and reduce administrative workloads by enhancing existing collateral protection already in place or eliminating the need for collateral insurance tracking (and force placing) altogether. Community lenders that have partnered with us share that our unique focus on more efficient collateral protection products and on blanket portfolio protection have relieved them of some or all of the cumbersome and frustrating processes that accompany insurance document tracking. We are a leading provider of Lender Placed protection and Blanket Insurance solutions including Auto/Equipment/Hazard/Flood/REO Coverage and Blanket Mortgage, Blanket Equipment, and Blanket VSI, as well as other specialty products. In addition, we offer income generating solutions for consumer loans that protect you and your borrower. Visit our website to learn more about how we help credit unions transfer risk and become more efficient.
