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Events

Unitas is proud to sponsor the WCMS Alumni 2021 Scholarship Golf Event

wcms golf event Unitas Financial Services

Unitas Financial Services is proud to sponsor the WCMS Alumni 2021 Scholarship Golf Event to be held in Commerce City, CO. Our own Jim Perry, VP of Regional Business Development, will be participating in the event. Details about the event are below. 

2021 Scholarship Scramble
Buffalo Run Golf Course
15700 E 112th Ave
Commerce City, CO 80022
 Friday, July 16, 2021
11:00 AM Registration and Lunch
1:30 PM Tee Off • 6:30 PM Awards and Dinner

Click here for more information about the event. 

Jim helps lenders find more operational efficiency and minimize the risk associated with their collateralized loan portfolios. 

6 Reasons Blanket Insurance is the best option for portfolio protection.

  1. Prevents negative contact with borrowers 
  2. Blanket 24/7 protection for uninsured losses 
  3. Improves efficiency for your staff 
  4. Coverage includes collision, rollover, fire, and theft for vehicles and equipment.
  5. High coverage limits 
  6. Coverage satisfies auditor and examiner requests 

Learn more about Blanket Insurance

Jim Perry VP Regional Development Unitas Financial Services
Jim Perry

VP, Regional Business Development

Jim joined Unitas Financial Services in November of 2018 as a Vice President of Regional Business Development. 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. Jim currently resides in Arvada, CO with his wife and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. 

 
 1-800-461-9224 x1046

 

 

About Unitas Financial Services

Our Mission

At Unitas, we know that community banks, credit unions, and investors are a driving force in their community’s success. That’s why we develop innovative, fully customizable portfolio protection programs and other financial products for lenders and investors, enabling them to remain strong, efficient, and protected as they continue to grow and enrich their communities.

Our Values

We value honesty and integrity, vast product knowledge, and maintaining long-term collaborative partnerships with our clients.

How We Move Our Mission Forward Every Day

We respond quickly; we do what we say we will do, we exceed expectations, we are always learning, we value our relationships with each other and our customers, and demonstrate that daily to our colleagues and customers.


Unitas Financial Services is a leading provider of blanket insurance products like Lender Single Interest or VSIBlanket Equipment,  Blanket Mortgage, and Mortgage Impairment protection. These solutions eliminate the time and expense to track borrower insurance, reduces charge-offs, and prevent negative contact with borrowers regarding insurance lapses. We also offer force-placed products like Hazard and Flood. In addition, Unitas Financial Services provides Collateral Protection Insurance, Outsourced Tracking of Insurance, GAP, and Loan Default Coverage.  In addition, we provide portfolio protection to real estate investors, property managers, and landlords. 

Unitas Financial Services provides customized specialty lending insurance to the financial services industry by partnering with multiple providers to meet the unique needs of any bank, credit union, or financial institution. All Unitas Financial Services policies are backed by “A” rated insurance providers.

The claims management process truly sets Unitas Financial Services apart from the competition. An internal claims manager assists clients through every step of the claims process including filing the claim, maintaining open communication, and continued follow-up until all parties are satisfied. This process helps ensure claims get settled quickly and favorably for clients.

Company History:

In 2020 Golden Eagle Insurance and Innovative Risk Solutions merged to form Unitas Financial Services.

In 1995, William Jones founded Golden Eagle Insurance in Johnstown, OH with the philosophy that common sense, true customer service, and treating others as you would like to be treated leads to long-lasting business relationships. His founding philosophy, along with doing what is ethical, and fair has enabled the agency to grow into one of the largest specialty lending insurance providers in the Nation.

Innovative Risk Solutions, Inc. (IRS) was a privately held Managing General Agency established in 2005 with a vision to refocus partnerships between financial intuitions and insurance underwriters to deliver efficient risk transfer program solutions. Their Executive team has a combined 70+ years of experience in building lender-centric programs. Their goal has remained simple, increase efficiency in risk transfer programs by clearly defining the exposure and deliver a targeted solution.

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