Marie Askew

Evaluator
DISC Type : Cds

Vice President at Live Oak Bank, SBA M&A and Owner-Occupied Real Estate Lending Nationally at Live Oak Bank

San Francisco Bay Area, United States

Overview

Marie Askew is a Vice President at Live Oak Bank with over 20 years of experience in SBA lending, specializing in mergers and acquisitions and owner-occupied commercial real estate. An MBA graduate from Benedictine University, she is a multi-year top producer who clients describe as knowledgeable, responsive, and persistent.

Driven by a passion for exploring diverse cultures, Marie spent eight years living abroad, where she became fluent in Spanish and earned a BA in Global Studies. This experience fostered her ability to cultivate strong, lasting relationships in her professional life.

Unique fact: Marie has successfully closed over $500 million in transactions throughout her career, consistently earning production awards like the Presidents Club and Circle of Excellence.

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

SBA M&A Financing
Focuses on leveraging SBA 7(a) loans for business acquisitions, partner buyouts, and key employee acquisitions, which she actively discusses on social media.
Owner-Occupied Real Estate
Specializes in financing owner-occupied commercial properties, ground-up construction, and tenant improvements, frequently highlighting the SBA 504 program.
Healthcare & Med Spa Lending
Speaks at industry events about financing the growth of medical spas and has successfully funded acquisitions of residential healthcare businesses.

Media Appearances

Marie has no verified media appearances

Work History

12-2019
Vice President at Live Oak Bank, SBA M&A and Owner-Occupied Real Estate Lending Nationally at Live Oak Bank
2017 - 12-2019
Vice President - National Specialty Lender at BBVA in the USA
5-2015 - 5-2017
VP Business Banking Officer at BBVA in the USA
2-2014 - 5-2015
VP SBA Business Development at Rabobank
11-2007 - 2-2014
VP SBA Business Development Officer at Bank of the West

Education

Master of Business Administration (MBA) from Benedictine University
Bachelor's degree from National University

More Information

Social Presence :

Prographics :

Exp : N/A Location : San Francisco Bay Area, United States Job Level : N/A Designation : Vice President at Live Oak Bank, SBA M&A and Owner-Occupied Real Estate Lending Nationally at Live Oak Bank
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Insights For Selling To Marie

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marie is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Marie

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Marie move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Marie take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Marie

Personality Compatibility


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