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Aubrey O'Keefe
5528 Bridgeport Circle, Livermore, CA 94550
Cell: (925) 915-7704 - aubrey_okeefe@yahoo.com
Summary
HR/Relocation professionalwith over 10 yearsof experience in Mobility industry; focus on exceptional customer service
and client relations. I take great pride in being meticulouswith my attention to detailand data management.Ihave
maintained a proven ability to drive organizational progress toward identified goals through effective time managementand
internal/external communication skills. Proficient generaland specific support specialist;Istrive for excellence and
continuousknowledge/experience in my industry.Iam a strong advocate ofcontinuallearning and professional
development concepts.
Experience
Relocation Consultant
August 2011 toAugust 2014
NuCompass Mobility Services, Inc - Pleasanton, CA
Coordinate Relocation Core Servicesfor clientsand employees thatincluded benefits for homesale (BVO) and
marketing,home purchase, mortgage consultation and or resources,rentallease reviewfor assistance with
cancellation as wellas for newresidency, expense management,household goodsshipment,pre-hire tours,
temporaryhousing, budget forecasting/adherence.
Assess transferee needsand provide services and resourcesto meetthose needs.
Monitor progress and ensure transferee/client satisfaction with services.
Managed policy componentsto certify compliance with clientsprogram and maintain IRS rulesand regulations.
Assist clientswith program updates to staycurrentwith relocation trends.
Manage policyexceptions as directed by client.
Coordinate and communicate with Client Relations Manager,appropriate internal/externalservice providers,and
appointed client contact regarding day-to-daymanagement of assigned transferee activity.
Relocation Consultant
April 2011toJuly 2011
Brookfield Global Relocation Services - San Ramon, CA
Provide consultative service regarding employees' relocation benefits.
Coordinate eligible services to be in compliance with client'sguidelines while maximizing the benefits to the
employee.
Track all expensesto ensure relocating employee does notexceed capped program (if applicable).
Assist in providing proactive followup on behalfof other team members to remain on pointand in contactwith
existing customers to ensure quality customer service.
Corporate Relocation Consultant
March 2006toFebruary 2009
Altair Global Relocation - Walnut Creek,CA
Served as a single point of contact for assigned transferees throughoutthe relocation process.
Coordinated and administered domestic relocation policies within the Business Process Outsource division for
domestic newhires, internaltransfers, and extended businesstravelers (and families).
Provided counseling to employeesand partnering with both managers and HR personnel in redeploying key team
members.
Planned budget expenditures and processed exceptions.
Assisted with employee relationsissuesregarding relocation; communicated between service partnersand
customers to ensure a smooth relocation transition.
Contributed to performance management ofservice providers.
Provide consultation and managed listing broker regarding home market strategies within the client'sparameters
in order to maximize the assigned sale rate.
Associate Consultant
March 2003toMarch 2006
Hewitt & Associates, LLC - Pleasanton, CA
Provide general support to Consultant/ Senior Consultant/Client Service Manager to facilitate relocation
process asdesigned by clients' relocation guidelinesto maintain integrityof the program.
Assist in counseling transfereesand their familymembers regarding relocation policy, benefits,procedures,and
challenges.
Interpreted Broker Market Analysisreports, ERC Appraisals, home inspections, and created Marketing Strategy
reportsfor the Transferee and Corporate Client.
Reviewtitle reports and equitystatements.
Coordinated household goods movement and storage,corporate housing, rental assistance tours and spousal
employment assistance.
Placed domestic real estate assignments to the appropriate agent and/or real estate companies nationwide.
Office Manager
January 2002 to March 2003
The WindowPlace - Concord, CA
Oversee daily operations of fast paced high volume office.
Manage facility, office equipment, supplier management,AR and AP, payroll,installation scheduling,and quality
control.
Execute direct mail campaignsand marketing to consumers.
Supervised implementation of working processes (reporting, customer service,administration).
Organized Home Improvement showcases.
Client Service Consultant
August 2000 toDecember 2001
Cendant Mobility-Walnut Creek,CA
Effectivelycommunicating allphasesof the clients' relocation program to relocating employees.
Provide consultative support and manage process to ensure timely coordination of events and proper
documentation isbeing secured to ensure cost effective performance in compliance with clients' parameters.
Acted as a customer service advocate, through proactive follow-up, problem resolution,and vendor/supplier
management.
Resource to the client for service intervention, tracking exceptionsand deviationsto policy,and providing
informational statusupdates on all current transferring employees.
Identify and resolve employee relocation issuesin supportof client's objectives.
Customer Service Representative
September 1998 to August 2000
Fidelity Home Warranty-Walnut Creek,CA
Inside salesrepresentative working in heavyvolume call center, interactive with real estate agents and escrow
offices.
Provide general support to Supervisor and lead projectmanager to ensure quality customer service to clients.
Noted for quickand efficient customer service.
Partnered with IT to develop database enhancementswhich resulted in 35% lesserrors.
Education
High School Diploma :1996
Liberty Union High School - Brentwood, CA
Skills
AP, AR, Benefits Administration, Budget, BusinessProcess, Call Center,Consultation,Counseling,Client Relations,
Customer Service,Database Management, LegalDocumentation Review, Employee Relations, Equity, Forecasting,
HR, Inside Sales, Real Estate, Reporting, Market Analysis, Marketing Strategy,Payroll,Performance Management,
Personnel, Policies, Problem Resolution, ProcessesImprovement, Quality Control,Scheduling, Supervisor,Supplier
Management,MS Access, Excel, office, Outlook,Power Point, MicrosoftWord,Lotus Notes,Office Equipment
Management

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AO Resume92015 (3) (1)

  • 1. Aubrey O'Keefe 5528 Bridgeport Circle, Livermore, CA 94550 Cell: (925) 915-7704 - aubrey_okeefe@yahoo.com Summary HR/Relocation professionalwith over 10 yearsof experience in Mobility industry; focus on exceptional customer service and client relations. I take great pride in being meticulouswith my attention to detailand data management.Ihave maintained a proven ability to drive organizational progress toward identified goals through effective time managementand internal/external communication skills. Proficient generaland specific support specialist;Istrive for excellence and continuousknowledge/experience in my industry.Iam a strong advocate ofcontinuallearning and professional development concepts. Experience Relocation Consultant August 2011 toAugust 2014 NuCompass Mobility Services, Inc - Pleasanton, CA Coordinate Relocation Core Servicesfor clientsand employees thatincluded benefits for homesale (BVO) and marketing,home purchase, mortgage consultation and or resources,rentallease reviewfor assistance with cancellation as wellas for newresidency, expense management,household goodsshipment,pre-hire tours, temporaryhousing, budget forecasting/adherence. Assess transferee needsand provide services and resourcesto meetthose needs. Monitor progress and ensure transferee/client satisfaction with services. Managed policy componentsto certify compliance with clientsprogram and maintain IRS rulesand regulations. Assist clientswith program updates to staycurrentwith relocation trends. Manage policyexceptions as directed by client. Coordinate and communicate with Client Relations Manager,appropriate internal/externalservice providers,and appointed client contact regarding day-to-daymanagement of assigned transferee activity. Relocation Consultant April 2011toJuly 2011 Brookfield Global Relocation Services - San Ramon, CA Provide consultative service regarding employees' relocation benefits. Coordinate eligible services to be in compliance with client'sguidelines while maximizing the benefits to the employee. Track all expensesto ensure relocating employee does notexceed capped program (if applicable). Assist in providing proactive followup on behalfof other team members to remain on pointand in contactwith existing customers to ensure quality customer service. Corporate Relocation Consultant March 2006toFebruary 2009 Altair Global Relocation - Walnut Creek,CA Served as a single point of contact for assigned transferees throughoutthe relocation process. Coordinated and administered domestic relocation policies within the Business Process Outsource division for domestic newhires, internaltransfers, and extended businesstravelers (and families). Provided counseling to employeesand partnering with both managers and HR personnel in redeploying key team members. Planned budget expenditures and processed exceptions. Assisted with employee relationsissuesregarding relocation; communicated between service partnersand customers to ensure a smooth relocation transition. Contributed to performance management ofservice providers. Provide consultation and managed listing broker regarding home market strategies within the client'sparameters in order to maximize the assigned sale rate. Associate Consultant March 2003toMarch 2006 Hewitt & Associates, LLC - Pleasanton, CA
  • 2. Provide general support to Consultant/ Senior Consultant/Client Service Manager to facilitate relocation process asdesigned by clients' relocation guidelinesto maintain integrityof the program. Assist in counseling transfereesand their familymembers regarding relocation policy, benefits,procedures,and challenges. Interpreted Broker Market Analysisreports, ERC Appraisals, home inspections, and created Marketing Strategy reportsfor the Transferee and Corporate Client. Reviewtitle reports and equitystatements. Coordinated household goods movement and storage,corporate housing, rental assistance tours and spousal employment assistance. Placed domestic real estate assignments to the appropriate agent and/or real estate companies nationwide. Office Manager January 2002 to March 2003 The WindowPlace - Concord, CA Oversee daily operations of fast paced high volume office. Manage facility, office equipment, supplier management,AR and AP, payroll,installation scheduling,and quality control. Execute direct mail campaignsand marketing to consumers. Supervised implementation of working processes (reporting, customer service,administration). Organized Home Improvement showcases. Client Service Consultant August 2000 toDecember 2001 Cendant Mobility-Walnut Creek,CA Effectivelycommunicating allphasesof the clients' relocation program to relocating employees. Provide consultative support and manage process to ensure timely coordination of events and proper documentation isbeing secured to ensure cost effective performance in compliance with clients' parameters. Acted as a customer service advocate, through proactive follow-up, problem resolution,and vendor/supplier management. Resource to the client for service intervention, tracking exceptionsand deviationsto policy,and providing informational statusupdates on all current transferring employees. Identify and resolve employee relocation issuesin supportof client's objectives. Customer Service Representative September 1998 to August 2000 Fidelity Home Warranty-Walnut Creek,CA Inside salesrepresentative working in heavyvolume call center, interactive with real estate agents and escrow offices. Provide general support to Supervisor and lead projectmanager to ensure quality customer service to clients. Noted for quickand efficient customer service. Partnered with IT to develop database enhancementswhich resulted in 35% lesserrors. Education High School Diploma :1996 Liberty Union High School - Brentwood, CA Skills AP, AR, Benefits Administration, Budget, BusinessProcess, Call Center,Consultation,Counseling,Client Relations, Customer Service,Database Management, LegalDocumentation Review, Employee Relations, Equity, Forecasting, HR, Inside Sales, Real Estate, Reporting, Market Analysis, Marketing Strategy,Payroll,Performance Management, Personnel, Policies, Problem Resolution, ProcessesImprovement, Quality Control,Scheduling, Supervisor,Supplier Management,MS Access, Excel, office, Outlook,Power Point, MicrosoftWord,Lotus Notes,Office Equipment Management