John R. Schaffner, President and Chief Executive Officer
As president and CEO, John is responsible for the organization facilitation and management of the day-to-day business activities of the company, including business development office and customer relationship management. He has 30 years of experience in the leasing and finance industry, having held a number of senior management positions in the credit, collections and document management areas. He was vice president of operations integration at CIT/Newcourt in Indianapolis, responsible for the efficient assimilation of portfolios relating to mergers, acquisitions, major vendor programs and third-party servicing arrangements into the CIT/Newcourt Financial Operations Center. It was at CIT/Newcourt that John met Doug Williams and Richard Lewis, his future partners at JDR Solutions. John’s other career highlights include stints at Circle Business Credit and Lessor Capital Services, both of Indianapolis, where he was involved in various activities including portfolio administration, credit, collections and documentation management. John earned a bachelor of arts degree in psychology from Indiana University in 1977.
Douglas R. Williams, Vice President and Chief Information Officer
Doug’s strong technology background is vital to JDR Solutions, where he directs a team of highly skilled IT professionals who keep JDR on the leading edge of technology and security awareness. He has created IT infrastructure, e-commerce websites and international Application Service Provider solutions, among others. Doug previously held key positions at CIT/Newcourt, including director of custom development. In those roles he directed the development of unique interfaces and surrounds, providing a leading market edge. Doug spent seven years in the brokerage industry, both as a licensed stock broker and director of application security for online trading services that interfaced with the Chicago Board of Trade. He also worked nine years in the health care industry, in roles ranging from managing office relocations to automating medical claims between providers and benefit administrators. He majored in agricultural business and minored in music at Vincennes University.
Richard V. Lewis, Vice President of Integration
With more than a quarter century of experience in banking/financial services systems, operations, and business management, Richard is uniquely qualified to lead JDR’s project initiatives including new client integrations, application development and other major programs. Richard’s resume boasts several senior-level assignments at CIT and Newcourt Credit Group, including senior vice president of business integration for each organization. Under Richard’s project leadership Newcourt launched one of the largest technology-based finance captives in the United States. At CIT, Richard was the principal change manager for the consolidation of eight Asia Pacific support organizations into a shared service center in Shanghai, China. Earlier in his career Richard was information systems manager for Merchants National Bank, worked for Xerox Credit Corp. and was an officer in the U.S. Army Corps of Engineers. Richard earned a bachelor’s degree in business management and economics from Purdue University in 1968.
William A. Johnson, Partner
An original investor in JDR Solutions when the company started in 2001, Bill played a vital role in developing JDR’s international business in Web-based applications for the leasing industry. He retired in 2003 but still works part-time for JDR and also is an active member of a real estate partnership. Bill has over 50 years of tax and accounting experience in family and closely held corporations. In the 1960s as a controller for a national family owned business he helped develop the first computer applications for a wholesale lumber distribution business. He later was a partner in a distribution business, creating systems to automate internal controls for five client companies. In 1983 Bill joined Edward B. Morris Associates Inc., a third-party administrator in the health care and pension fields, where he was promoted to chief financial officer/treasurer in 1988. In that role he was responsible for the accounting and internal control of over $1 billion of client funds. Bill earned a bachelor’s degree in accounting from Davenport College in 1963.
Aaron Bostian, Senior Database Administrator
Aaron’s tenure with JDR Solutions dates back to its founding in 2001. He has over 15 years of experience with InfoLease® 9, two years with InfoLease® 10, and is responsible for the day-to-day administration of both systems. He also acts as the primary contact for ad-hoc report creation, custom programming, and other technical requests. Aaron previously worked for Newcourt/CIT, where he was a member of the Accounts Receivable group from 1997-99 before transferring to the Application Development team, where he assisted with application testing and database conversions, as well as serving as a quality assurance analyst and programmer.
Linda Carlen, Office Manager
Linda keeps the Indianapolis corporate office running smoothly and is often the first point of contact when clients and prospective customers call. She has extensive management and administrative experience, having served 20 years as executive director and manager for the Propylaeum Historic Foundation, a nonprofit organization that works to advance educational and cultural opportunities for women and the community in Indianapolis. For 13 years Linda was office manager for Word Systems Inc., an office products dealer. She’s also been a payroll and human resources administrator, worked in property leasing and managed volunteers. She earned a bachelor’s degree in business administration from Ball State University.
Joyce Clum, Senior Business Analyst
Few lease portfolio professionals can say they have as much hands-on experience with InfoLease® as Joyce. She’s worked with InfoLease® for nearly 30 years at Circle Business Credit, GTE Leasing, CIT/Newcourt and now as a consultant for JDR Solutions. Joyce is a key contributor on projects as a business analyst, trainer and subject matter expert on InfoLease® financial accounting core functionality and modules. As a systems development analyst for CIT/Newcourt’s InfoLease® Service Bureau, Joyce coordinated system enhancements, wrote technical specifications and managed testing efforts and process improvement initiatives. In 2000 she served for six months with CIT’s European Operations Team, providing training and support for a multi-country database integration project. Joyce earned a bachelor’s degree in education from Ohio Northern University in 1981.
Dan Dorsey, Customer Service and Collections Specialist
By the time Dan joined JDR Solutions when the company was founded in 2001, he already was 30 years into a financial services career. At JDR Dan handles servicing and collections for customers of clients who contract services through JDR. Prior to his current position Dan worked on two separate occasions at CIT Corp. and spent time at Newcourt Credit, Circle Business Credit, Fidelity Bank of Indiana and Indianapolis Morris Plan. In those previous positions he was involved in auditing, commercial credit, corporate training and marketing research. During his first stint at CIT Corp. Dan rose to the position of district credit manager. Dan also has been a licensed high school basketball and football official. Dan earned a bachelor’s degree in economics and management from the University of Dayton in 1970.
Lesley J. Evans, Customer Resolution Manager
From front-line customer service to behind-the-scenes office management, Lesley’s nearly 30-career has touched almost every aspect of the leasing business. With JDR Solutions she provides customer service, collections and dealer support, as well as Web- and terminal-based InfoLease® 10 training from the company’s Toronto, Canada, office. Her background includes more than 20 years at CIT Financial, Canada, where she managed a team of 22 customer service representatives in a centralized environment and ensured compliance with bank regulations.
Jeff Hanson, Principal Business Consultant
From software development to technology implementation and application to data reporting to training, Jeff has just about done it all in the leasing industry. As a consultant he’s worked with more than 200 companies, including approximately half of the largest leasing institutions in the United States. Jeff has a strong background in both InfoLease® 9 and 10, as well as similar and supporting software programs and processes. As a JDR Solutions associate Jeff specializes in business and software analysis, process consulting, project management and implementation. He approaches his engagements as a strategic partner, with the goal of incorporating the best practices required to produce a quality outcome. Jeff also is the owner and principal consultant of True North Partners. Jeff earned a bachelor’s degree in finance and economics from St. Cloud State University in 1993.
Denise Hill, Portfolio Administrator
Denise’s knowledge of the banking industry is an invaluable asset at JDR Solutions, where she interacts with clients on a daily basis. Denise worked at JPMorgan Chase Bank for 27½ years in a variety of positions. Twenty-two of those years were spent in the commercial banking department, where she was a senior staff member, serving more than 70 clients and supporting five relationship bankers. She earned a degree in business from the University of Phoenix.
Steve Leer, Director of Marketing and Business Development
A former newspaper journalist and public and media relations professional, Steve serves as the chief marketing and communications officer for JDR Solutions. In that role he promotes the company through written and online content, advertising and other marketing methods. For 13 years Steve worked at newspapers in Indiana and North Carolina, where he received numerous awards, including Best Business Story from the North Carolina Press Association. Most recently, He was employed as a writer, editor and communications consultant for the Purdue University College of Agriculture in West Lafayette, Ind., and Equipment Technologies in Mooresville, Ind. Steve earned a bachelor’s degree in journalism from Liberty University in 1986.
Mary Mancini, Client Account Services Specialist
Mary’s leasing and financial services experience comprises a full spectrum of tasks and skills, among them collections, data entry, portfolio management and general customer service. A member of the company’s Toronto, Canada, field staff, Mary also is fluent in Italian. Before joining JDR Solutions she was a senior collections representative for CIT Financial, where she worked with delinquent account collections and other responsibilities. She received a diploma in medical office administration from the Toronto School of Business.
Tony McCormick, Vice President of Consulting Services and Information Security Officer
A diverse background in leasing industry processes and technology characterizes Tony’s more than 10-year career with JDR Solutions, Dell Financial Services and Marlin Leasing. He has led several projects from both consumer and vendor sides, including InfoLease®/Rapport® upgrades, document and scorecard creation, and Web portal development and services. He’s also advised business partners on process streamlining, program creation and business improvement. Tony joined JDR in 2011 as a Rapport® independent consultant and was promoted to his current position in 2012. Tony earned a bachelor’s degree in computer science and history from Texas State University in 1998, a MBA from St. Edward’s University in 2003 and Project Manager Professional certification from Project Management Institute in 2009.
Sharon Miedema, Client Account Services Specialist
A collections specialist with a broad set of office and customer service skills, Sharon provides collections assistance and customer service for the company’s Xerox Financial and Xerox Canada portfolios at the JDR Solutions Toronto, Canada, field office. Her collections background spans more than 15 years, and includes a stint with CIT Financial in Burlington, Ontario. She studied animal care at Sheridan College in Brampton, Ontario, and attended the Canadian School of Private Investigation in Toronto.
Aric Ortman, Senior Development Manager
A software developer who is on a path to becoming a software architect, Aric handles a wide range of assignments at JDR Solutions. Those assignments have included implementing .net integration, portfolio assumptions, customer and asset imports, and invoice print programming. With GC Services he’s the lead integrator in Pick backend with .net technologies in the data-intensive student loan collection industry. Before coming to JDR Aric did leasing work with International Decision Systems and Marlin Leasing, and worked as a business analyst in Wells Fargo’s Corporate Trust Service department, where he serviced payments in the bond market. Aric earned a bachelor’s degree in computer science from St. John’s University of Minnesota in 2001.
Cherie Pasanen, Senior Business Analyst
Cherie often is the first point of contact for new JDR Solutions clients. She specializes in working with clients to help them get the most out of InfoLease®. She also assists customers with subrelease upgrades, new bookings, invoicing, cash operations, dispositions, modifications, extensions and reconciliations, and develops custom data extraction and reporting requirements. Cherie has more than 25 years of InfoLease® experience in a career that has included key positions on the Business Integration teams at Newcourt Credit Group and CIT. In those roles she traveled extensively throughout the U.S. and Europe working on a variety of projects. Two of her more notable client start-up projects were for Snap-on Credit and Dell Financial Services. Cherie earned an associate’s degree in computer technology in 1985 and a bachelor’s degree in organizational leadership and supervision in 1987, both from Purdue University.
Brian Pearson, InfoLease® Support Specialist
Brian provides vital support for JDR in various aspects of InfoLease® processing, utility script development in the Windows and Linux environments, database inquiries and updates, system testing and documentation. His primary focus is InfoLease® 10 support for Xerox. Brian earned an associate of science degree in computer technology from Ivy Tech Community College in 1988, where he was employed for 20 years in various roles including IBM systems programming for VSE, VM, and MVS, Unix/Linux administration, network administration, Web administration, and multimedia.
Tariq Quadeer, Senior Unix/Linux Administrator
As lead administrator for Unix and Linux operating systems, Tariq develops solutions, oversees Unix servers and installs Linux software and updates. He also provides technical and operational support for system software and hardware, including InfoLease® processing and documentation. Before joining JDR he was Unix/Linux administrator at Navient Corp., Windows systems administrator at FedEx and systems administrator at SAP SE, where he set up environments from scratch and configured and supported 100-plus servers.
Jennifer L. Schultz, Portfolio Operations Director
When she joined JDR Solutions in 2002, Jennifer already possessed an extensive background in InfoLease®-related business unit training and operations and accounting support. In her current role she is responsible for portfolio operations functions, including lease pricing, new bookings, invoicing, cash operations, dispositions, modifications, extensions, reconciliations, reporting and property tax compliance. She formerly was an operations specialist for CIT/Newcourt’s Business Integration Team. Jennifer joined Newcourt Credit Group in 1996 as a tax specialist and in 1999 was transferred to the Portfolio Administration group, where she managed cash remittance operations and contract adjustment functions. Jennifer earned an associate’s degree in business administration from American Intercontinental University in 2003.
Tina Ventura, Client Account Services Specialist
Speaking and writing fluently in English, French and Italian serves Tina well as she assists clients at JDR Solutions’ Toronto, Canada, office. In her role as a client account services specialist she handles various collections and customer service tasks associated with JDR’s Xerox Financial and Xerox Canada portfolios. Before joining JDR in 2013, Tina was a bilingual customer service and collections specialist for CIT Financial, coordinated and processed bilingual contracts and booklets for Royal Bank of Canada’s life insurance division and served as an ad hoc trainer for Air Canada, arranging travel for co-workers and working on a variety of special projects. Tina earned a certificate in management and marketing from McGill University in 1995.