Elizabeth Billups

Inquirer
DISC Type : dc

Loan Services Operations Associate II at State Street

Boston, Massachusetts, United States

Overview

With over 20 years of experience, Elizabeth is an expert in optimizing financial operations. Her career has focused on enhancing back-office efficiency at institutions like State Street and Seaward Management. She holds an Associate of Science from Northeastern University and excels in streamlining processes for transactional integrity.

Elizabeths passion lies in working behind the scenes to ensure the success of customer-facing financial activities.

Personality Overview

Judgemental

ROI Conscious

Demanding

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Operational Excellence
Her entire career focus and professional headline are centered on driving efficiencies and value through operational excellence in financial institutions.
Back-Office Operations
She has extensive experience supervising back-office operations, processing daily transactions, and managing support staff for strategic clients like State Street Bank and Fidelity Investments.
Data Integrity
In a past role, she managed a centralized data repository and was responsible for reviewing accounts to verify the completeness and accuracy of client information.

Media Appearances

Elizabeth has no verified media appearances

Work History

4-2022 - 3-2025
Loan Services Operations Associate II at State Street
4-2018 - 4-2019
Proxy Associate at State Street
9-1994 - 12-2017
Portfolio Account Administrator at Seaward Management

Education

Associate of Science - AS from Northeastern University

More Information

Social Presence :

Prographics :

Exp : 27 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Loan Services Operations Associate II at State Street
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Elizabeth

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Elizabeth take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Elizabeth

Personality Compatibility


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