Julie M.

Enthusiast
DISC Type : i

Director of Client Performance Management at NextGear Capital

Huntington Beach, California, United States

Overview

Julie is the Director of Client Performance Management at NextGear Capital, with extensive experience in risk, fraud, and credit management. Described as proactive and results-oriented, she is a recognized leader focused on team collaboration and operational excellence within the automotive finance industry.

Outside of her professional life, Julie is a highly accomplished endurance athlete. She demonstrates incredible discipline and dedication as an 18-time marathon finisher and a 3-time Ironman finisher. She also actively participates in charitable events, such as supporting the American Cancer Society.

Unique fact: Julie has completed three Ironman competitions, one of the most challenging single-day sporting events in the world.

Personality Overview

Story Driven

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Team Collaboration
Highlights the "crucial collaboration" and "camaraderie" between Operations and Risk teams as essential for success in her social media posts.
Risk Management
Has a background as a Risk, Fraud, & Credit Manager and emphasizes the importance of collaboration between operations and risk departments.
Automotive Floorplanning
Works for a leading provider of floor planning services and actively posts about roles and opportunities within this specific sector of the auto industry.

Media Appearances

Julie has no verified media appearances

Work History

7-2023
Director of Client Performance Management at NextGear Capital
7-2022 - 8-2023
Risk, Fraud, & Credit Manager at NextGear Capital
9-2021 - 6-2022
VP of Sales and Operations at Vero Technologies
10-2020 - 8-2021
Director Portfolio Management, Smoky Mountains Region at NextGear Capital
4-2020 - 10-2020
Portfolio Director- Commercial Division at NextGear Capital

Education

Julie has no verified education history

More Information

Social Presence :

Prographics :

Exp : 8 Location : Huntington Beach, California, United States Job Level : Mid-senior Designation : Director of Client Performance Management at NextGear Capital
URL has been copied!

Insights For Selling To Julie

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julie is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Julie

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Julie move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Julie take some risk or not?

  • They can take some low-probability risks if needed.

You And Julie

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.