Jason O'Brien Email & Phone Number

Boerne, Tx, Us

With a deep understanding of the intersection of fintech, banking, and payments, I specialize in:- Collaborating with technology providers to deliver innovative solutions tailored to credit unions, community banks, and regional financial institutions.- Advising organizations on embedding merchant acquiring capabilities into their tech stack, enabling seamless payment processing and unlocking new revenue streams.- Navigating the complex operational challenges of expanding into financial services or payments verticals.I’m passionate about helping companies navigate the complexities of serving financial institutions and driving successful technology adoption, ensuring alignment between innovation, market needs, and operational excellence.

Grand Rapids, Mi, Us

San Antonio, Tx, Us

Helped an amazing team grow and focus capabilities on building technology and solutions that helped financial and educational institutions across the US effectively receive payments.

San Antonio, Tx, Us

San Antonio, Tx, Us

San Antonio, Tx, Us

• Defined and managed online product development for company’s small-to-mid sized financial institution market, representing approximately $45M in annual revenues.• Managed relationships with 8 strategic business partners to deliver innovative products, which required significant system integrations to deliver services and support operations.• Developed and executed a strategy to increase utilization of a poorly performing online insurance verification application. Through choreographed improvements to printed notifications, online and mobile UX design, call center operations, and integrations to legacy systems, the project doubled the monthly volume of unique visitors and resolved 96% of service concerns for users who elected to utilize the online submission tools. • Led team of 21 through a 10-month project to achieve Payment Card Industry (PCI) compliance; ensured compliance by altering development procedures, adjusting corporate policies, acquiring hardware and modifying service operations.• Directed launch of an automated messaging system to supplement postal mail notifications on core insurance product, reducing postal notifications by approximately 15% on the affected segment in its first quarter of usage. • Orchestrated significant product enhancements that pushed annual revenue of a payment application system to $2M+.

San Antonio, Tx, Us

• Managed approximately 25 projects of varying complexities. • Directed implementation of SWBC services with financial institutions across the nation, which consisted of establishing secure data exchanges, performing underwriting, delivering training, and borrower notifications.• Gathered, documented, and defined business requirements to convey client requests and meet expectations for various product development teams. • Directed team of three telecommunications specialists, two application developers, one marketing designer and a third party contractor to develop and implement an IVR based pay by phone system.• Executed senior management’s direction to define and implement a major new asset recovery and disposal system by working with in house technical teams and strategic business partners.

San Antonio, Tx, Us

• Translated business requirements into effective and efficient functional and technical designs for large projects. • Managed, ensured training for, and monitored performance of four-member team, delivering projects on schedule and with high levels of quality.• Developed an online payment system to interface with third party Automated Clearing House (ACH) and credit card processing solutions.

San Antonio, Tx, Us

• Collaborated with accounting, HR and marketing to design and develop SWBC’s first intranet; expanded platform which initially delivered corporate directory, HR documentation and monthly financials to senior management by adding visitor and travel schedules, corporate Spurs’ suite and ticket availability, and Political Action Committee events.• Collected requirements from three product managers to develop set of consumer facing web tools to quote services, educate consumers and collect leads; solutions were deployed to approximately 100 financial institutions nationwide.

San Antonio, Tx, Us

Master Of Science In Technology Commercialization, Entrepreneurship/Entrepreneurial Studies

Bachelor Of Business Administration (B.B.A.), Management Information Systems