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UPMC Perks


Financial Services

Financial Services offers:
AMC Settlement Services

Dollar Bank
Fifth Third Bank
Jackson Hewitt Tax Service
JPMorgan Chase Bank — Chase Home Loans
Liberty Mutual — Auto, Home, and Life Insurance
Liberty Tax Service
Lodovico & Associates, P.C.
PNC Financial Services Group
Professional Mortgage Group
Smith Barney
Terra Nova USA, LLC
Trilliant Mortgage Services
Welcome Home Finance

 

AMC Settlement Services

UPMC staff are eligible for the following offer:

  • Savings of $700 to $1,000 depending upon amount of your refinance loan.

Employees pay only title insurance, recording fees, and endorsement fees if applicable.
AMCSS will not charge any closing or ancillary fees.

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For more information, contact:
Robyn Hissom
888-752-5141
Robyn.hissom@amcssc.com

Company website:
www.guaranteedclosingfees.com

To obtain this offer, present your UPMC ID at the time of service.

 

Dollar Bank

UPMC staff are eligible for the following offer:

  • ¼% discount on personal loans
  • no closing costs on home equity loans
  • $100 off mortgage closing costs
  • free mortgage pre-approval
  • Teaching Employees About Mortgages (TEAM) — free information for new home buyers
  • one free order of 150 checks

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For more information, contact:
Paul MacBay
412-261-8126
pmacbay278@dollarbank.com

Company website:
www.dollarbank.com

To obtain this offer, present your UPMC ID at enrollment.

 

Fifth Third Bank 

UPMC staff are eligible for the following offer:

  • free first order of checks
  • free ATM usage anywhere in the United States
  • no fees for first overdraft
  • free notary service
  • free travelers checks
  • one free cashier's check per month
  • free Debit MasterCard with free Fifth Third Rewards enrollment

Additional benefits may apply. Call for details.

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For more information, contact:
Stacey Cerny
724-743-5860
stacey.cerny@53.com

Company website:
www.53.com

To obtain this offer, present your UPMC ID at account opening.

   

Jackson Hewitt Tax Service

UPMC staff are eligible for the following offer:

  • $50 off the federal income tax preparation fees.

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For more information, contact:
Robert LeMoine
412-563-9000
jacksonhewitt757@aol.com

Company website:
www.jacksonhewitt.com

To obtain this offer, present your UPMC ID at time of service.

   

JPMorgan Chase Bank — Chase Home Loans

UPMC staff are eligible for the following offer:

  • $300 to $500 discount on closing costs when buying or refinancing a home

Location:
JPMorgan Chase Bank — Chase Home Loans
2835 East Carson St.
Suite 208
Pittsburgh, PA 15203

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For more information, contact:
Jerry Pounds
412-606-6701
jerry.f.pounds@jpmchase.com

Company website:
www.jerrypounds.com

To obtain this offer, present your UPMC ID at loan closing.

   

Liberty Mutual — Auto, Home, and Life Insurance

UPMC staff are eligible for the following offer:

  • 10% discount on multi-car policy
  • 10% discount on multi-policy
  • additional discounts may apply for certain alumni association members

Location:
Liberty Mutual
1550 Omega Drive
Robinson Twp., PA 15205

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For more information, contact:
Scott Schoonover
1-866-871-2671 or 412-859-6605 ext. 51921
scott.schoonover@libertymutual.com

Company website:
Liberty Mutual

To obtain this offer, contact Scott Schoonover at the above e-mail or phone number and mention UPMC Perks.

   

Liberty Tax Service

UPMC staff are eligible for the following offer:

  • $40 discount on tax preparation services

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For more information, contact:
Heather Smith
1-866-871-1040
heather.smith@libtax.com

Company website:
www.libertytax.com

To obtain this offer, present your UPMC ID at the time of service.

   

Lodovico & Associates, P.C. Tax and Accountancy Firm

UPMC staff are eligible for the following offer:

  • New UPMC clients are entitled to a $50 discount on tax preparation services for any federal, state, or local income tax return.
  • Existing UPMC clients are entitled to a $25 discount on tax preparation services for any federal, state, or local income tax return.

Locations:
Lodovico & Associates, P.C.
2211 Ardmore Blvd.
Pittsburgh, PA 15221

3245 Miracle Drive
Suite 2
Murrysville, PA 15668

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For more information, contact:
412-271-1060

Company website:
www.callataxpro.com

To obtain this offer, mention UPMC Perks when calling to schedule an appointment.

  

PNC Financial Services Group

UPMC staff are eligible for the following offer:

  • New UPMC employees may receive up to $250 on a qualifying PNC account.
  • Existing UPMC employees may be eligible for promotion on a qualifying PNC account.

PNC’s workplace banking includes free checking with direct deposit and features:

  • free ATM use at more than 3,850 PNC ATMs
  • monthly reimbursement of fees charged for using non-PNC ATMs to access your checking during any month when your average monthly balance is $2,000 or more
  • no minimum balance and no monthly service charge
  • free PNC Bank VISA check card
  • free VISA Extras Rewards Program
  • free online banking and bill pay
  • free automatic transfers
  • free welcome pack of 30 personalized checks
  • language interpretation service
  • foreign currency exchange
  • PNC mortgage
  • quarterly new account promotions
  • new employee promotions

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For more information, contact:
Jean Schnatterly
412-762-5428
jean.schnatterly@pnc.com

Company website:
www.pnc.com

To obtain this offer, existing employees should download and print a flier.New employees should bring the PNC flier received at orientation. When opening your account, present your flier and UPMC ID.

   

Professional Mortgage Group

UPMC staff are eligible for the following offer:

  • $325 standard appraisal fee credited to closing costs

Loan must close for customer to receive credit.

Location:
Professional Mortgage Group
7940 Saltsburg Road
Pittsburgh, PA 15239

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For more information, contact:
Scott McMasters
412-798-0105
scott@profmortgagegroup.com

Company website:
www.profmortgagegroup.com

To obtain this offer, mention UPMC Perks when calling to schedule an appointment.

   

Smith Barney

UPMC staff are eligible for the following offer:

  • free one-hour consultation
  • free comprehensive financial plan
  • 10% discount on investment management fees when opening an account

This offer is brought to you by Robert Wilson, Smith Barney financial advisor.

Location:
Smith Barney
One PPG Place
Suite 1300
Pittsburgh, PA 15222

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For more information, contact:
Robert Wilson
412-392-5810
robert.j.wilson@smithbarney.com

Company website:
www.smithbarney.com

To obtain this offer, show your UPMC ID at account opening.

   

Terra Nova USA, LLC

UPMC staff are eligible for the following offer:

  • Title insurance premium only closings for home purchases and mortgage refinances.
  • Only fee charged to borrower is the title insurance premium with required endorsements; all other title company fees are waived.
  • Both buyers and sellers qualify for this discount.

Location:
Terra Nova USA, LLC
421 Broad St.
Sewickley, PA 15143

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For more information, contact:
Denise Antonucci
412-749-1200
denise@terranova1.net

Company website:
www.terranova1.net

To obtain this offer, mention UPMC Perks when calling to schedule an appointment.

  

Trilliant Mortgage Services

Receive the best rates, no service fees, and a $300 check after closing. Trilliant also will donate $300 to an approved charity of your choice, including Children’s Hospital Foundation.

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For more information, visit Trilliant’s website dedicated to UPMC employees at www.trilliantpartners.com/upmc.

  

Welcome Home Finance

UPMC staff are eligible for the following offer:

  • $400 lender-paid credit toward closing costs on any mortgage that funds with Welcome Home Finance

Applies to first mortgage loans only. Loan must close to obtain offer.

Location:
Welcome Home Finance
20280 Route 19
Suite 8
Cranberry Twp., PA 16066

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For more information, contact:
Mark Ostrowski
724-772-3333 ext. 2118
mark@welcomehomefinance.com

Company website:
www.welcomehomefinance.com

To obtain this offer, present your UPMC ID at loan closing.