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Events

Unitas Financial Services is proud to Sponsor the TrueCore Foundation Annual Golf Outing

Unitas Financial Services is thrilled to be sponsoring TrueCore Foundation's 2nd Annual Charity Golf Outing on Monday, July 15th, at Denison Golf Club. TrueCore Federal Credit Union’s mission is to improve the financial well-being of its members.  Giving back to the community has always been a priority at TrueCore, both through financial contributions and employee volunteerism.  That is why TrueCore Federal Credit Union has introduced the TrueCore Foundation.  

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We Attended the 2019 Montana & Wyoming Bankers Convention

Join our President, Bill Jones, and our VP of Regional Development for Montana, Brian Ruhe, at the 2019 Annual MBA & WBA Convention. The convention is open to bankers, associate members, business partners, exhibitors, sponsors and guests. The Annual Convention offers many opportunities to participate in networking and educational sessions with presenters of a wide variety, an exhibit hall, golf tournament, whitewater rafting, and other great events. We can't wait to see you there as we bring our innovative blanket protection to the West!  Be sure to stop by our exhibit booth to register to win a Go Pro Hero 7 or a Maven C1 Binoculars, and grab one of our picnic blanket giveaways!

 

 

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Unitas Financial Services is proud to Sponsor...

BMI Federal Credit Union Scholarship Golf Open

Unitas Financial Services is thrilled to be sponsoring the BMI Federal Credit Union Scholarship Golf Open again this year.  Each year this fund awards several scholarships to veterans, their families, and the families of fallen Service Members. All money raised at the BMI Federal Credit Union Scholarship Golf Open supports the Fallen 15 and the scholarship fund.

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Webinar: Reducing the Hassles and Expense of Insurance Tracking

Did you know there are multiple ways to eliminate virtually all insurance tracking for all of your portfolios? 

 

Bill Jones, President of Unitas Financial Services, will cover all the options and their pros and cons when it comes to the topic of tracking insurance on your loan collateral. 
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We Attended MWCUA's Annual Meeting and Convention

Unitas Financial Services is thrilled to be attending the Mountain West Credit Union Associations Annual Meeting & Convention this year. This conference will be held Wednesday, April 24, 2019 - Friday, April 26, 2019 in Scottsdale, AZ.  Our President, Bill Jones along with Tod Hastings, VP of Business Development and Jim Perry, VP of 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 and register to win a GoPro Hero 7!

 

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Unitas Financial Services to Attend OCUL's Invest 48

Unitas Financial Services is thrilled to be attending the 2019 Invest 48 Conference once again this year. This conference will be held April 15th-17th at the Hyatt Regency in Columbus, OH.  Our own Tod Hastings, VP of Business Development and Eric Schneider, VP of 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 our exhibit area # 313 to register to win Apple Airpods with wireless charging or an Amazon Alexa Fire Cube! 

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Unitas Financial Services Expands Collateral Protection Programs

Are you frustrated by inefficiencies of tracking insurance on your portfolio?

Did you know you can eliminate insurance tracking and most forced placed policies with blanket solutions?

Eric Schneider, VP of Business Development, is available to review and help evaluate your institution’s collateralized portfolio protection programs.

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Unitas Financial Services Expands Collateral Protection Programs Nationwide

Are you frustrated by inefficiencies of tracking insurance on your portfolio?

Did you know you can eliminate insurance tracking and most forced placed policies with blanket solutions?

David Reed, VP of Business Development, is available to review and help evaluate your institution’s collateralized portfolio protection programs.

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Unitas Financial Services Expand Collateral Protection Programs

As Unitas Financial Services expands Brian Ruhe, VP, Regional Business Development will be consulting with lenders in Utah, Idaho, Nevada, Oregon, Washington, and Montana. Having joined Unitas Financial Services in November 2017, Brian serves as a VP of Regional Business Development.   Brian is a graduate of The Ohio State University with over 15 years of experience in various aspects of sales and business management, including mortgage banking and credit consulting. He understands the challenges that community banks and credit unions face with lending practices and is motivated to offer solutions in the way of protection and efficiency. Brian and his wife certainly are busy keeping up with their three young daughters.

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Unitas Financial Services Welcomes Jim Perry

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 and Colorado.  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 Brittany and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time.  

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