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JR

Jason R.

National Accounts Manager at Oak Tree Business Systems, Inc.
Intro Book
Seasoned business development and finance professional with 20+ years of experience.
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Location
Big Bear Lake, California, United States, US
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Bio

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Jason R. is a seasoned professional with 20+ years of experience in business development, finance, and management. He has held various roles, including National Accounts Manager at Oak Tree Business Systems, Inc., Business Owner at JR Funding, Vice President Franchise Development at Ascentium Capital, and Senior Account Executive at Balboa Capital.

Experience

  • Oak Tree Business Systems, Inc.
    • California, United States
    • National Accounts Manager
      • Nov 2023 - Present
      • California, United States

      Oak Tree has been in the Credit Union business continuously for over 40 years, developing, supporting, and maintaining lending and operational documents for Credit Unions in all 50 states, and US territories. We are about helping ensure your credit union has the best forms, documents, and disclosures while always staying compliant!Forms are your credit union's tools of the trade. Ideally, the forms need to integrate seamlessly with your Technology for streamlined performance. More importantly, they must comply with both state and federal standards or your credit union could face serious liability. This is why Oak Tree Business Systems is a reliable source for Credit Union Forms.Our business model has always been simple:Produce nothing but the highest quality customized forms for credit unionsMeet the expectations of each credit union's members and staffWork with each credit union's Data Processing system and within their policiesComply with all state and federal regulations.We also maximize your lending process. With over 37 years of industry experience, we work with you to create forms that accommodate your credit union's technology objectives and facilitate a smooth workflow. These documents are easy to use, are specifically designed to match your credit union's policies and procedures, and that work hand in hand with your data/loan processing system.Oak Tree is routinely and constantly refining its loan forms systems to provide the best combination of Compliance, practicality, and contemporary design. We are committed to each individual credit union to work on your behalf in designing, producing, and supporting an effective lending system.We are fast, efficient, knowledgeable, mindful of costs, and dedicated to the credit union industry. Of specific interest is the continuing training and support we provide. You will have unlimited, free telephonic support in addition to our on-site activities.

  • JR Funding
    • Foothill Ranch, CA
    • Business Owner
      • Jun 2019 - Nov 2023
      • Foothill Ranch, CA

  • Ascentium Capital
    • Texas, United States
    • Vice President Franchise Development
      • Oct 2019 - Jun 2021
      • Texas, United States

      Equipment Financing, Franchise Financing, Acquisitions or Complete Build Outs, Short Term Working Capital up to One Million. New & Used Equipment. Restaurant, Entertainment & Night Club Finance Specialist.

  • Balboa Capital
    • South Coast Metro, CA
    • Senior Account Executive
      • Feb 2014 - Aug 2019
      • South Coast Metro, CA

Suggested Services

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Industry Focus. “Financial Services”

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