Jeffery Carlisle

Trailblazer
DISC Type : DI

Sr Risk Associate - Third Party Risk at Upstart

Springfield, Missouri, United States

Overview

Jeffery is a seasoned leader at Upstart with a background in the United States Air Force. Specializing in Third-Party Risk Management (TPRM) and Complaints, he leverages his disciplined approach to manage vendor risk and enhance customer experience. He holds a Bachelors degree from the University of Phoenix and is a certified AI in Financial Services professional.

As a proud USAF veteran, Jeffery is deeply committed to supporting the veteran community. He spearheads the Veterans Community Employee Resource Group (ERG) at Upstart, where he actively advocates for the needs and opportunities of veteran employees. This dedication reflects a core part of his personal and professional identity.

Unique fact: He has twice been ranked the #1 coach site-wide, winning the companys prestigious "InCrowd" award for top performance.

Personality Overview

Informal

Achievement-Oriented

Persuasive

If they come to believe in your value proposition, they will be your champion.  They like to keep things under control. They respond better to a combination of speed and relationship.

Topics They Care About

Third-Party Risk
He is currently building out Upstart's TPRM program, focusing on identifying, assessing, and managing the risks associated with third-party vendors.
Veteran Advocacy
A USAF veteran himself, he leads the Veterans ERG at Upstart, where he is passionate about championing opportunities for fellow veteran employees.
FinTech Compliance
His roles in both Complaints and Risk ensure that Upstart's operations adhere to all federal and state regulations within the dynamic FinTech landscape.

Media Appearances

Jeffery has no verified media appearances

Work History

1-2026
Sr Risk Associate - Third Party Risk at Upstart
10-2024 - 1-2026
Risk Associate -Third Party Risk at Upstart
5-2023 - 10-2024
Associate Operations Manager - Complaints at Upstart
8-2022 - 5-2023
Complaints Team Lead at Upstart
4-2022 - 8-2022
Sr. Complaints Specialist at Upstart

Education

5-2019 - 3-2022
Bachelor's degree from University of Phoenix

More Information

Social Presence :

Prographics :

Exp : 22 Location : Springfield, Missouri, United States Job Level : N/A Designation : Sr Risk Associate - Third Party Risk at Upstart
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Insights For Selling To Jeffery

During A Call Or A Meeting

DO's

  • Display high self-confidence and expect them to have a strong personality.
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.
  • Address your competition clearly and confidently

DONT's

  • Don’t force involvement of other stakeholders unless it is critical
  • Do not look like someone who doesn’t know what they are talking about
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeffery is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Jeffery

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Jeffery move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Jeffery take some risk or not?

  • They can take risks if necessary.

You And Jeffery

Personality Compatibility


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