Laird Freeman
Colorado Springs
Summary
Dynamic professional with a friendly demeanor and strong problem-solving skills, experienced at Ent Credit Union. Proven track record in customer service and financial solutions, enhancing client satisfaction through effective communication and personalized support. Adaptable team player committed to fostering positive relationships and driving results in fast-paced environments.
Overview
43
43
years of professional experience
Work History
MSR
Ent Credit Union
10.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Developed and maintained courteous and effective working relationships.
- Strengthened communication skills through regular interactions with others.
Customer Service Representative
Comcast/Xfinity
07.2019 - 06.2024
- Resolved customer inquiries through effective communication and problem-solving techniques.
- Assisted in processing orders, ensuring accuracy and timely delivery to enhance customer satisfaction.
- Maintained up-to-date knowledge of products and services to provide informed support to customers.
- Collaborated with team members to streamline workflows and improve service efficiency.
- Documented customer interactions accurately in CRM systems for improved tracking and follow-up.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Truck Driver
Werner Enterprises
01.2015 - 07.2018
- Operated long-haul trucks safely across diverse routes, ensuring timely deliveries to various destinations.
- Conducted routine vehicle inspections and performed basic maintenance to uphold safety standards.
- Managed documentation for freight bills and delivery receipts, enhancing accuracy in record-keeping.
- Collaborated with dispatchers to optimize route planning, improving fuel efficiency and reducing delays.
Financial Services Representative
FFSC
06.1982 - 12.2014
- Managed customer inquiries and provided tailored financial solutions to enhance client satisfaction.
- Developed and maintained strong relationships with clients, ensuring personalized service and support.
- Analyzed client financial needs to recommend appropriate products and services, increasing client engagement.
- Trained junior staff on compliance regulations and best practices in financial services for improved team performance.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Conducted financial planning workshops, empowering clients with knowledge to make informed investment decisions.
- Increased client retention with personalized follow-up calls and quarterly reviews to discuss portfolio performance.
Education
Bachelor of Science - Marketing
University of Oregon
Eugene, OR06-1982
Skills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
- Flexible and adaptable
- Dependable and responsible
- Excellent communication
- Critical thinking
- Verbal communication
- Problem resolution
Timeline
MSR
Ent Credit Union
10.2024 - Current
Customer Service Representative
Comcast/Xfinity
07.2019 - 06.2024
Truck Driver
Werner Enterprises
01.2015 - 07.2018
Financial Services Representative
FFSC
06.1982 - 12.2014
Bachelor of Science - Marketing
University of Oregon