James S.

James S. Email and Phone Number

Chief Information Officer @ Southside Bank
United States
James S.'s Location
United States, United States
About James S.

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

James S.'s Current Company Details
Southside Bank

Southside Bank

View
Chief Information Officer
United States
Website:
southside.com
Employees:
689
James S. Work Experience Details
  • Southside Bank
    Chief Information Officer
    Southside Bank
    United States
  • Independent Bank Group, Inc.
    Executive Vice President/Chief Information Officer
    Independent Bank Group, Inc. Jul 2014 - Nov 2021
    Mckinney, Texas, Us
    Executive 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.
  • Viewpoint Bank
    Senior Vice President /Chief Technology Officer
    Viewpoint Bank Jul 2008 - Jul 2014
    Principal 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.
  • Texas State Bank
    Vice President - Electronic Banking Services Manager
    Texas State Bank Jan 2003 - Jul 2008
    San Angelo, Texas, Us
    Principal 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.
  • Parago
    Manager Of Strategic Initiatives And Product Services
    Parago Nov 2000 - Jan 2003
    Lewisville, Texas, Us
    A 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.
  • Brinkman Technologies
    Director Of Product Development
    Brinkman Technologies May 2000 - Nov 2000
    Held 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.
  • Frost Bank
    Vice President - Product Implementation
    Frost Bank Jun 1994 - May 2000
    Served 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)
  • Information Technology, Inc. (Now Fiserv - Premier)
    Conversion And Support Analyst
    Information Technology, Inc. (Now Fiserv - Premier) Jun 1992 - Jun 1994
    Worked 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

  • University Of Nebraska At Kearney
    University Of Nebraska At Kearney
    Finance
  • Colorado State University
    Colorado State University
  • Bethany College
    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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