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.
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.