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Events

Mountain West Credit Union Association 2021 Annual Meeting Convention

MWCUA Annual Meeting and Conference Screen Shot 2021-04-22 at 6.32.13 PMUnitas Financial Services is thrilled to be attending the Mountain West Credit Union Association 2021 Annual Meeting & Convention at Fairmont Scottsdale Princess in AZ. 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. Be sure to stop by to see us and register to win a YETI Cooler!

 


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

Click here to schedule a meeting with Jim Perry. 

Click here to check out our blog for lenders.

 
 
 
 
Allen Moss VP Regional Development Unitas Financial Services
 

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.

 1-800-461-9224 ext. 1023

Click here to schedule a meeting with Allen Moss. 

Click here to check out On the Road With Unitas - Allen's new take on the traveling salesman.

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 has 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.

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