Intelligence Customer Success Manager
Current
Jul 2024 - Present
AeroLeads people directory · profile
Christopher Stein Email & Phone Number
Customer Success | Project Management | Client Relationships |
at
Crexi
1 work email found
@pennymacusa.com
2 phones found area 919
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Customer Success | Project Management | Client Relationships |
Location
Raleigh, North Carolina, United States
Who is Christopher Stein? Overview
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Quick answer
Christopher Stein is listed as Customer Success | Project Management | Client Relationships | at Crexi, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at pennymacusa.com, phone signal with area code 919, and a matched LinkedIn profile for Christopher Stein.
Christopher Stein previously worked as Intelligence Customer Success Manager at Crexi and Customer Success Manager at Crexi. Christopher Stein holds Bachelor Of Science - Bs, Business Administration from William Peace University.
Company email context
Email format at Crexi
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{first}.{last}@pennymacusa.com
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AeroLeads found 1 current-domain work email signal for Christopher Stein. Compare company email patterns before reaching out.
Profile bio
About Christopher Stein
I am goal oriented and I am very passionate about getting into the world and making an impact on it. I am looking for work in the Marketing field as well as sales. I like to work in challenging environments and to help with whatever I can along the way. I look forward to whatever comes at and to do the best to tackle the challenges I might face.
Listed skills include Excellent Communicator, Hard Working, People Oriented, Microsoft Office, and 24 others.
Current workplace
Christopher Stein's current company
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12 roles
Christopher Stein work experience
A career timeline built from the work history available for this profile.
Customer Success Manager
-Handle a portfolio of clients of 400-500 on a monthly basis∙ Identifying key users for possible gaps in their membership as well as uncovering any issuesthey may be experiencing∙ Enabling success for my portfolio of users while making outreach calls, emails and inboundcalls on a daily basis∙ Ensuring I exceed my KPI metrics on a monthly basis when it.
Jul 2022 - Jul 2024
Onboarding Specialist
-Help set up/onboard new clients with the software and website -Handle a consistent pipeline of 15-40 cases at a time-Make outbound calls as well as answer any follow up questions from clients -Participate in meetings that help fellow teammates with questions or trends we see
Mar 2022 - Jul 2022
Pipeline Account Manager
-Handled a constant inflow and outflow of loans within my pipeline -Worked with multiple internal and external operation teams-Found gaps in the process and ensured stuck loans moved forward-Worked with FHA, VA and Conventional loan types
Jun 2021 - Jan 2022
Loan Documentation Specialist 3
Wells Fargo Dealer Services
-Handled a consistent pipeline of loans to be funded-Presented weekly meetings for the Raleigh Funding HUB-Made outbound calls and supported team members when needed-Presented daily reporting issues or discrepancies to upper management
Nov 2019 - May 2021
Loan Servicing Specialist Ii
Wells Fargo Home Mortgage Loans
-Worked within multiple systems-Handled and assigned the loans in the mailbox-Streamlined the procedure to ensure a more accurate daily process-Assisted with any other projects or tasks from my direct supervisor
May 2017 - Nov 2019
Compliance Officer Intern
Nc Administration Hub Office
-Dealt with ongoing projects dealing with state construction-Tasked with creating a master file of HUB vendors to be used by the state-Attended weekly meetings with the different departments with the HUB office-Assisted with any other tasks from my direct supervisor
Jan 2017 - Apr 2017
Office Supplies
-Stocked the sales floor with merchandise-Opened and closed the store-Helped with tech issues involving printers, phones, computers and advised the customer of the best product for their needs
Jun 2016 - Dec 2016
Front End Supervisor
-Stocked shelves -Handled customer complaints as well as returns-Dealt with intaking inventory from the weekly trucks
May 2016 - Sep 2016
Bartender
Carering By Design
-Helped cater weddings and events around the triangle area-Ensured guests at events had a pleasant experience
Apr 2016 - Jul 2016
Manager/Shift Leader
-Opened and closed the store-Made schedules as well as inventory -Dealt with hiring and firing employees-Ensured the shift plan during the day/night ran smoothly
Dec 2011 - May 2016
Data Entry
-Entered data into spreadsheets-Assisted and supported roles depending on supervisor needs
Dec 2012 - Aug 2013
2 education records
Christopher Stein education
Bachelor Of Science - Bs, Business Administration
William Peace University
Education record
FAQ
Frequently asked questions about Christopher Stein
Quick answers generated from the profile data available on this page.
What company does Christopher Stein work for?
Christopher Stein works for Crexi.
What is Christopher Stein's role at Crexi?
Christopher Stein is listed as Customer Success | Project Management | Client Relationships | at Crexi.
What is Christopher Stein's email address?
AeroLeads has found 1 work email signal at @pennymacusa.com for Christopher Stein at Crexi.
What is Christopher Stein's phone number?
AeroLeads has found 2 phone signal(s) with area code 919 for Christopher Stein at Crexi.
Where is Christopher Stein based?
Christopher Stein is based in Raleigh, North Carolina, United States while working with Crexi.
What companies has Christopher Stein worked for?
Christopher Stein has worked for Crexi, Pennymac Loan Services, Llc, Wells Fargo Dealer Services, Wells Fargo Home Mortgage Loans, and Nc Administration Hub Office.
How can I contact Christopher Stein?
You can use AeroLeads to view verified contact signals for Christopher Stein at Crexi, including work email, phone, and LinkedIn data when available.
What schools did Christopher Stein attend?
Christopher Stein holds Bachelor Of Science - Bs, Business Administration from William Peace University.
What skills is Christopher Stein known for?
Christopher Stein is listed with skills including Excellent Communicator, Hard Working, People Oriented, Microsoft Office, Microsoft Excel, Risk Management, Litigation, and Privacy Law.
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