Jim Kastner
Seattle,WA
Summary
Dynamic professional with a proven track record in customer relationship management and problem-solving, evidenced by consistent achievement in fostering customer loyalty in every job. Skilled in guiding teams towards exceeding sales goals with a strong foundation in CRM and empathy. Specializes in turning challenges into opportunities, ensuring client satisfaction and business growth.
Overview
31
31
years of professional experience
Work History
Home Mortgage Consultant
Wells Fargo
05.2011 - 09.2024
- Assessed clients' financial data to determine loan suitability.
- Advised clients on loan process and specialized topics in home purchasing such estimating monthly payments and cash to close.
- Collaborated with and facilitated communications between borrowers and lenders to obtain ideal loans for home purchases.
- Communicated effectively with all stakeholders involved in mortgage transactions, fostering collaboration and success.
Customer Success Manager
Entellium
03.2006 - 06.2008
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
Software Sales Representative
Labelmaster Software
05.2001 - 04.2004
- Exceeded quarterly sales quotas consistently by employing effective closing techniques and maintaining a strong pipeline of opportunities.
- Assessed sales activities, managed leads and pursued every opportunity to improve close ratio.
Director of Sales
SASE Company
01.1994 - 04.2001
- Managed team of sales representatives, providing guidance, coaching and support.
- Increased sales revenue by developing and implementing strategic plans and setting performance goals for the sales team.
Education
Bachelor of Science - International Relations
University of Colorado At Boulder
Boulder, COIntegrated Marketing Communications
University of Washington
Seattle, WASkills
- Empathy and patience
- Problem Resolution
- Complaint resolution
- Customer satisfaction measurement
- Customer Relationship Management (CRM)
- Goal-oriented mindset
- Client Service
- Critical Thinking
- Active Listening
- Problem-solving abilities
Timeline
Home Mortgage Consultant
Wells Fargo
05.2011 - 09.2024
Customer Success Manager
Entellium
03.2006 - 06.2008
Software Sales Representative
Labelmaster Software
05.2001 - 04.2004
Director of Sales
SASE Company
01.1994 - 04.2001
Bachelor of Science - International Relations
University of Colorado At Boulder
Integrated Marketing Communications
University of Washington