Jacqueline White

Examiner
DISC Type : cs

CFO Mortgages at Nationwide Building Society

Greater Edinburgh Area, United Kingdom

Overview

Jacqueline White is the CFO of Mortgages at Nationwide Building Society, with extensive senior leadership experience in the financial services sector. Her background includes roles as Head of Finance at both Virgin Money and Lloyds Banking Group, specializing in financial planning, forecasting, and management accounting within regulated industries.

She successfully led the implementation of major management reporting initiatives as the Head of Lloyds Banking Groups Reporting Centre of Excellence.

Personality Overview

Tough To Convince

Process Oriented

Overcautious

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Mortgage Finance
Her current senior executive role is CFO of Mortgages at Nationwide Building Society, a major player in the UK mortgage market.
Strategic Financial Planning
Previously served as Head of Planning and Reporting at Virgin Money and Head of Planning and Forecasting at Lloyds Banking Group.
Financial Services Leadership
Has a consistent track record of executive leadership, holding multiple "Head of Finance" and CFO-level positions at major UK financial institutions.

Media Appearances

Jacqueline has no verified media appearances

Work History

9-2025
CFO Mortgages at Nationwide Building Society
11-2022 - 10-2025
Head of Finance Business Partnering at Virgin Money
7-2015 - 11-2022
Head of Planning and Reporting at Virgin Money
3-2013 - 6-2015
Head of Finance at Lloyds Banking Group
1-2009 - 2-2013
Head of Planning and Forecasting (Wealth & International Division) at Lloyds Banking Group

Education

Jacqueline has no verified education history

More Information

Social Presence :

Prographics :

Exp : 25 Location : Greater Edinburgh Area, United Kingdom Job Level : Leadership Designation : CFO Mortgages at Nationwide Building Society
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Insights For Selling To Jacqueline

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jacqueline is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Jacqueline

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Jacqueline move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Jacqueline take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Jacqueline

Personality Compatibility


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