James Schafer is a seasoned IT executive with more than 27 years of experience in the financial services industry. James enjoys being a strategic partner focused on developing strategies and delivering solutions aligned in support of the successful achievement of business goals. He has an extensive background in building high performing and efficient teams for multi-billion dollar asset banks with varied lines of business and geographically diverse footprints. James leverages his leadership experience in organizational transformation, infrastructure modernization, continuous process improvement, mergers & acquisitions, information security, and technology service and delivery to position rapidly growing organizations for success.Skills Executive Leadership - CIO & CTO Budgeting & Planning IT Governance, Audits & Exams Technology Vision & Strategy Process Improvement Business Continuity & DR Mergers & Acquisitions Business Process Automation Vendor Management Organization Integration Systems Implementation Project Management Organization Transformation Systems & Data Conversions Enterprise Data Management Technology Modernization IT Service Management Risk Management Information & Cyber Security Contract Negotiations Change Management
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Chief Information OfficerSouthside BankUnited States -
Executive Vice President/Chief Information OfficerIndependent Bank Group, Inc. Jul 2014 - Nov 2021Mckinney, Texas, UsExecutive technology leader for a highly acquisitive, state chartered and publicly traded community bank with 104 locations across Colorado and Texas, 1,600 employees, and $19 billion in assets. The bank provided traditional consumer banking services, small business services, commercial services and treasury management services. Additionally, the bank operated a warehouse lending division, a mortgage origination company, a special assets division, and a wealth management group.• Managed a team of 55+ employees and an annual IT budget in excess of $25 million.• Created and directed the execution of IT strategic plans in support of the organization’s rapid growth from $3.7 billion in assets in 2014 to its current size.• Led the successful conversions and technology integrations of 5 acquired banks. This included Guaranty Bank ($3.7 billion/32 locations) and Northstar Bank ($2.3 billion/42 locations).• Led the successful transformation of the technology department, including reorganization, culture formalization and infrastructure modernization, to better support the bank’s rapid growth and to position the bank for accomplishment of its strategic objectives.• Developed and launched initial enterprise-level programs for the bank, including business continuity/disaster recovery, data governance, incident management, information/cyber security, technology governance, and vendor management.• Led the successful transition from running the Jack Henry Silverlake core banking platform in-house to leveraging the Jack Henry OutLink core processing services.• Led the successful transition of operating an in-house item processing team to utilizing the Jack Henry OutLink item processing services.• Negotiated critical technology contracts with vendors such as Jack Henry & Associates, CenturyLink, Flexential, and Q2. -
Senior Vice President /Chief Technology OfficerViewpoint Bank Jul 2008 - Jul 2014Principal leader of the technology division for a nationally chartered and publicly traded community bank with 31 locations, $3.7 billion in assets and two brands. The bank offered traditional consumer banking services using a retail delivery model, small business services, commercial services and treasury management services. Additionally, the bank operated a warehouse lending division, a mortgage origination company, and a wealth management group.• Managed a team of 35+ people and an annual technology budget in excess of $10 million.• Led the successful transformation of the Information Technology division from a utility based support model to an end-to-end full service model.• Directed the successful technology conversion and integration of Highlands Bancshares ($508 million/6 branches) in 2012.• Created the Bank’s first 5-year technology strategic plan through active engagement with the executive leadership team and business owners.• Directed all activities associated with the company’s technology including: audits and examinations, budgeting/budget management, business continuity/disaster recovery, contract negotiations, IT security, project planning and execution, technology risk management and IT vendor management.• Led the successful conversion of the mortgage company from Calyx Point to Del Mar DataTrac.• Participated on the Fiserv Strategic Direction Committee, for the Fiserv Signature core banking solution, as an appointed member.• Negotiated critical technology contracts with vendors such as AT&T, Sungard, and Fiserv.
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Vice President - Electronic Banking Services ManagerTexas State Bank Jan 2003 - Jul 2008San Angelo, Texas, UsPrincipal leader in archive systems, electronic banking, and treasury management technology solutions for a bank providing financial data processing services to 25 banking institutions combined to have more than 150 locations and $12.2 billion in assets across the state of Texas.• Managed the migration of 15 client institutions to the DPS item/image capture system.• Orchestrated the successful implementation and deployment of 9 new systems/solutions.• Established formalized quality assurance processes for product deployments which were adopted organization wide.• Developed and presented strategic plans for electronic banking areas to internal management team and client institutions.• Central member of the change management committee for SOX compliance and the business continuity/disaster recovery planning committee. • Managed different areas of responsibility over time, including Account Management, Item/Statement Processing, Client Support, ATM and Debit Card Services and the Electronic Delivery Systems group.• Architected strategic plans to support rapid growth in electronic banking channels that had over 74,000 users who averaged more than 4.1 million transactions per month and generated revenues in excess of $1.9 million in 2007. -
Manager Of Strategic Initiatives And Product ServicesParago Nov 2000 - Jan 2003Lewisville, Texas, UsA key member of the technology management team for a leading startup company in the rebate and promotions management industry. The company provided services to major national/international companies including America Online, Intuit, Palm, Panasonic, Sears, Staples and Verizon.• Completed deployment of more than 20 web based custom solutions for client initiated promotions.• Designed concept to integrate a major retailer’s POS systems with Parago’s proprietary rebate processing system. Concept was later successfully developed and deployed into production.• Created processes for monitoring critical quality metrics associated with rebate fulfillment.• Directed the rapid development of one-off product solutions and managed activities related to new product initiatives for a leading company in the rebate and promotions industry.• Managed technology operations responsible for product and check fulfillment processes. • Collaborated with executive management team, sales team, internal technical resources and clients in developing specific technology initiatives to address business needs. -
Director Of Product DevelopmentBrinkman Technologies May 2000 - Nov 2000Held a chief leadership role in a small privately held bank software company providing online banking, ACH software and other customer software solutions.• Negotiated 2 new strategic business partnerships in support of company established objectives.• Established and formalized critical processes, procedures and controls: application development processes, business policies, data center policies, disaster recovery planning, product delivery and quality assurance plans.
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Vice President - Product ImplementationFrost Bank Jun 1994 - May 2000Served as the primary leader of the operations group and the product implementation group for a bank providing financial data processing services to 14 banking institutions combined to have more than 37 locations and $1.5 billion in assets.• Constructed and instituted the formal project management processes for converting client banks, implementing new products and managing software upgrades.• Successfully coordinated the conversions of 13 different financial institutions.• Spearheaded the implementation and delivery of 7 new product/service offerings.• Created and executed the strategic plan for guiding the operations group through the Y2K regulatory process and through a successful Y2K update with no issues and zero impact to processing.• Areas of responsibility included ATM processing, bank new account platform products, check imaging systems, data distribution, data processing, item processing, PC banking, Internet banking and telephone banking. Assistant Vice President/Implementation Manager (July 1996 – October 1997) Information Systems Specialist (June 1994 – July 1996)
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Conversion And Support AnalystInformation Technology, Inc. (Now Fiserv - Premier) Jun 1992 - Jun 1994Worked as a frontline support and conversion specialist providing telephone support and on-site consultation to more than 2,500 banks and data processing centers for one of the nation’s leading software companies to independent banking institutions.- Successfully converted 25 financial institutions to the Premier software system.
James S. Education Details
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University Of Nebraska At KearneyFinance -
Colorado State University -
Bethany College
Frequently Asked Questions about James S.
What company does James S. work for?
James S. works for Southside Bank
What is James S.'s role at the current company?
James S.'s current role is Chief Information Officer.
What schools did James S. attend?
James S. attended University Of Nebraska At Kearney, Colorado State University, Bethany College.
Who are James S.'s colleagues?
James S.'s colleagues are David Braswell, Ron Marshall, Ivone Guerra, Jason Grigsby, Monica Paden, Leslie Torres, Gina Zenaida Garcia-Cox.
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