James Nelson

Collaborator
DISC Type : si

Sr. Business Advisor at ROK Financial

Orting, Washington, United States

Overview

James is a versatile professional with concurrent roles as a Sr. Business Advisor at ROK Financial, a Mortgage Loan Officer at NEXA Mortgage, and a Cargo Agent for Delta Air Lines. He focuses on helping business owners secure necessary financing, leveraging his experience that also includes a background with Alaska Airlines.

James is a U. S. Coast Guard Veteran, a significant part of his background that informs his dedicated approach to his work. His career choices suggest a strong and continued passion for the aviation and logistics industry, balancing corporate advisory with hands-on operational roles.

He is a U. S. Coast Guard veteran who currently holds three distinct jobs in finance and airline cargo.

Personality Overview

Consensus Builder

Example Driven

Good Listener

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  Scenarios where both sides can come out as winners appeal to them greatly. They are more likely to opt for solutions that are proven in the market.

Topics They Care About

Business Financing
As a Sr. Business Advisor, he actively helps business owners find financing solutions and promotes options like Merchant Cash Advances.
Mortgage Lending
He is a licensed Mortgage Loan Officer (NMLS #295279) with NEXA Mortgage, specializing in assisting clients with their mortgage needs.
Veteran Support
[Predicted] As a U. S. Coast Guard Veteran, he likely has an affinity for causes and discussions related to supporting fellow veterans.

Media Appearances

James has no verified media appearances

Work History

8-2025
Sr. Business Advisor at ROK Financial
7-2025
Mortgage Loan Officer at NEXA Mortgage
7-2024
Cargo Agent at Delta Air Lines
6-2023 - 7-2024
Lead Customer Service Agent at Alaska Airlines
11-2022 - 7-2024
CRC AGENT at Alaska Airlines

Education

James has no verified education history

More Information

Social Presence :

Prographics :

Exp : 3 Location : Orting, Washington, United States Job Level : N/A Designation : Sr. Business Advisor at ROK Financial
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Summarize the key points at the end of the conversation
  • Show them how they look good by making this decision
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Don’t give the impression of being unproven or risky
  • Don’t ask too many questions that sound too dry and objective
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from James

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will James move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can James take some risk or not?

  • They probably won’t put a lot at risk.

You And James

Personality Compatibility


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