Beckie Lambert

Critic
DISC Type : C

VP Commercial Loan Officer at Bank of Utah

Draper, Utah, United States

Overview

Beckie is a real estate investor with 20 years of experience in both residential and commercial properties. A former VP Commercial Loan Officer, she now coaches others and hosts a podcast, "Real Estate to Freedom, " focused on building passive income. She holds a Masters in Public Policy from the University of Utah.

Outside of her professional life, Beckie is passionate about humanitarian work, having been on several trips to Cambodia. These experiences, which involved supporting childrens education and environmental habitats, have deeply influenced her perspective on caring for people and creation.

Unique fact: A friend once described her by saying, "Beckie buys houses the way most women buy handbags. "

Personality Overview

Information Seeker

Critic

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  It is very likely that they will negotiate pricing or other important terms. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Passive Income
Her primary mission is coaching people on how to use real estate to replace their W-2 income and achieve "Time Freedom. "
Real Estate Coaching
She and her husband actively coach people on how to invest in real estate, drawing from their own success and 20 years of experience in the field.
Investor Tax Strategies
Her podcast frequently features experts on sophisticated tax-saving strategies for investors, such as Bonus Depreciation and the Augusta Rule.

Media Appearances

Beckie has no verified media appearances

Work History

8-2018 - 9-2023
VP Commercial Loan Officer at Bank of Utah
8-2011 - 9-2023
AVP Commercial Loan Officer at Bank of Utah
7-2011 - 9-2023
AVP Relationship Manager at Bank of Utah
1-2008 - 7-2011
Commercial Underwriting at American Express
6-2004 - 4-2006
Management Training at Bank of Utah

Education

2008 - 2010
Master of Public Policy from University of Utah
2001 - 2004
Bachelor's degree from Utah State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Draper, Utah, United States Job Level : N/A Designation : VP Commercial Loan Officer at Bank of Utah
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Insights For Selling To Beckie

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beckie is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Beckie

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Beckie move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Beckie take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Beckie

Personality Compatibility


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