James Nelson in

James Nelson

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Sr. Business Advisor at ROK Financial
📍 Orting, Washington, United States

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.

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Experience
3 Years
Current Role
Sr. Business Advisor
Location
Orting, Washington, United States
Personality Overview

How James shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics James cares 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.
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Career

Work history

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

Media appearances

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Education

James has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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