Why Unitas Financial Services
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.
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.
What you Get from Us
- Comprehensive portfolio protection programs
- Insurance and financial products that help community banks, credit unions, and investors become more efficient, increase revenue, manage risk, and improve their customer experience.
- Comprehensive training
- Dedicated claims manager that will advocate for your claim from start to finish
- The most responsive customer service in the industry
- Dedicated Customer Success professionals
- Key people with extensive lending experience and education
- A community minded partner