JACQUELINE O'Keefe
Carmel
Summary
Caring for your clients and enhancing your reputation...
Passionate client services professional with 26 years' experience specializing in client advocacy and relationship management, with extensive experience in community engagement. Excited to bring an outgoing personality with proactive support and effective communication to gain lasting relationships.
Overview
25
25
years of professional experience
Work History
Leasing Consultant
Regency Windsor Management
Fishers
06.2019 - 11.2025
- Conducted property tours for prospective residents, guiding them through leasing process to facilitate informed decisions.
- Maintain high tenant retention by responding to resident needs and requests in a timely manner.
- Process applications, prepare lease agreements, and manage documentation within software like OneSite or Yardi.
- Demonstrated integrity and professionalism in interactions with residents, prospects, employees, and outside contacts.
- Coordinated community events and managed social media updates, enhancing resident engagement through newsletters and billing tasks.
Administrative Specialist
The Windsor Group
Indianapolis
01.2017 - 04.2019
- Scheduled and confirmed appointments for management team, optimizing executive time management.
- Managed communication and customer support, ensuring effective product representation for each client.
- Prepared quarterly and annual portfolio monitoring reports to support strategic decision-making.
- Reviewed clients' accounts and results regularly to identify necessary plan revisions.
- Established new customer accounts including checking, savings, lines of credit and loans.
- Organized files, developed spreadsheets, faxed reports and scanned documents.
Estate Specialist
Charles Schwab
Indianapolis
07.2014 - 01.2017
- Assisted beneficiaries/executors and internal partners in processing deceased clients' estates, assisted beneficiaries in taking ownership of their assets.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Demonstrated commitment to client service by owning tasks and delivering exceptional service, fostering strong client loyalty.
- Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Collaborated with team members to achieve individual, team, and company objectives.
Manager
Chicago's Pizza
Fortville/Greenfield
10.2000 - 07.2014
- Coordinated daily front of house and back of house restaurant operations to ensure seamless service.
- Maintained the restaurant's revenue, profitability and quality goals.
- Delivered superior service, enhancing customer satisfaction and loyalty.
- Ensured compliance with licensing, hygiene and health and safety legislation/guidelines.
- Prepared reports daily, weekly and monthly reports including; staff control, food control and sales.
Education
Associate of Science - Christian Ministry, Discipleship Training, Missionary Training
School of Moses
Carmel, IN05-2018
Associate - Travel, Hospitality and Event Management
International Business College
Indianapolis, IN10-2005
Skills
- Client relations management
- Account reconciliation
- Financial administration
- Team collaboration
- Effective communication
- Advanced problem solving
- Business development
- Organizational skills
- Asset retention
- Customer advocacy
- Lease administration
Accomplishments
- NCA All American Cheerleader
- NCLA All Star Cheer Team
- Upward Cheerleading Coach
Timeline
Leasing Consultant
Regency Windsor Management
06.2019 - 11.2025
Administrative Specialist
The Windsor Group
01.2017 - 04.2019
Estate Specialist
Charles Schwab
07.2014 - 01.2017
Manager
Chicago's Pizza
10.2000 - 07.2014
Associate of Science - Christian Ministry, Discipleship Training, Missionary Training
School of Moses
Associate - Travel, Hospitality and Event Management
International Business College