Summary
Overview
Work History
Education
Skills
Aka
Qualifications And Skills
Certification
References
Timeline
Generic

Oketi E. S. Vehikite

South Jordan,UT

Summary

Dynamic Loan Officer Concierge Manager at Castle & Cooke Mortgage, skilled in onboarding and training new employees. Proven expertise in Encompass360 and effective communication, fostering team collaboration. Successfully created a monthly newsletter that enhanced employee engagement and recognition, while ensuring compliance across all operations.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Loan Officer Concierge Manager

Castle & Cooke Mortgage
11.2020 - 04.2021
  • Pack, provide & ship out new employee welcome kit to any new employees in any of the 19 states, which included, Castle & Cooke laptop bag, Castle & Cooke notebook with pen, top of the line metal water bottle, Bluetooth ear buds, fuzzy warm Castle & Cooke socks, 1 Castle & Cooke t-shirts
  • Created & named & send out Castle & Cooke monthly newsletter, called 'Connections', provide & manage contents in the newsletter, consisted of CEO or CFO quote, company activities, events, department highlights, employee highlights, 1 from operation & 1 from sales & provided reward
  • Interviewed CEO, CFO, managers monthly & 2 employees for newsletter highlights
  • Provided daily, weekly training for new Loan officers, Regional & Branch managers on originating system as needed
  • Scheduled & invited all employees monthly for zoom meeting on company events, changes, new employees, needs, concerns and highlights
  • Created & implemented onboarding schedules for all new employees
  • In charge of onboarding all new loan officers, regional & branch managers
  • Work with IT & other managers to insure new employee have all tools they need to operate on first day at work, welcome kit, passwords, laptop, access to all systems needed, and all concerns are meet
  • Check weekly for 6 months on all new originating employees
  • Provide support & help to the training department & event department
  • Create & provide monthly zoom meetings with HR VP, CEO, CFO & executive team to report on all my responsibilities & receive feedback
  • Provide help or support to HR VP with anything else she needs
  • Always make sure I am in compliance

Consumer Lending Sales Rep & Mortgage Loan Officer

Deseret First Credit Union
05.2018 - 01.2021
  • Taking loan applications for purchases, or cash out title loans for auto, RV, boat, signature, trailer, motorcycle, lot, HELOC, 2nd mortgage, credit cards, overdraft, gathering documents & submitting to underwriting
  • Creating documents for approved loan & funding loans
  • Quality check on previous funded consumer loans
  • Participate in monthly meeting with lending sales team
  • Participate with monthly corporate meetings
  • Help train new employee on team on lending team
  • Originate 1st & 2nd Conventional, FHA, VA, UHC, USDA mortgage loans for purchases & refinances
  • Participate in monthly mortgage loan officer meeting
  • Always make sure I am in compliance
  • Provide financial advice

Mortgage Loan Originator

Wells Fargo Home Mortgage
03.2017 - 04.2018
  • Originate 1st & 2nd Conventional, FHA, VA, UHC, USDA mortgage loans for purchases & refinances
  • Participate in monthly loan officers meeting
  • Participate in weekly branch meetings
  • Cover 3 branches with any mortgage needs or questions
  • Meet monthly with branch managers, assistant managers, lead tellers to provide mortgage trainings, feedback, report or cover any concerns
  • Report monthly to superior
  • Meet with realtor partners monthly at Board of Realtor building
  • Participate in Company service project providing diner for the homeless
  • Send out mortgage weekly flyers to current Wells Fargo customers
  • Provide open house every Saturday with realtor partners for homes on the market
  • Provide financial advice to customers
  • Always make sure I am in compliance

Mortgage Loan Closer/Funder

Mountain America Credit Union
03.2013 - 03.2017
  • Gather Conditions for timely funding of mortgage loans
  • Perform final check of all loan information and prepared documents for closing
  • Gather documents, check all signatures & dates has meet compliance than fund loans
  • Prepare and shipped file to investors for purchase
  • Follow up with any post-closing conditions
  • Review of signed closing documents to ensure all required documents have been properly executed and outstanding conditions have been signed off

Branch Assistant & Manager

Deseret First Credit Union
South Jordan
05.2004 - 03.2013
  • Managed teller line and made sure it's running incompliance in all areas & loan officers.
  • Received all loan applications, approve or deny, fund and assisted with customer service side when needed
  • Keep all vault records for balancing and ordering and shipping money for daily transactions of the branch, coaching employees, and cross selling
  • Responsible for deposits, withdrawals, ATMs, night drops, notary, and customer maintenance
  • Hire or release employees.
  • Participate in monthly Managers meetings with the CEO, CFO & executive team.
  • Train all new employees & meet with all employees to go over goals, concerns or any needs.
  • Open new savings, checking, IRA accounts or any deposit accounts when needed.

Legal Secretary

Julie R Walker
Salt Lake City, UT
01.2001 - 06.2002
  • Provided quality administrative needs to a private law firm, clerical duties, phone calls, fillings, emails, processing request with government and tax offices, preparing brief files
  • Prepare contracts and other legal documents
  • Draft and review contracts, deeds, mortgages, leases, and other legal documents.

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
12-2025

Bachelors of Science - Business Administration and Management

Grand Canyon University
08.2008

Skills

  • Management
  • Encompass360
  • CORE
  • Calex Point
  • Consumer Loan Officer
  • Mortgage Loan Officer
  • Mortgage Closer II
  • Funder II
  • Sales
  • E-Closing System Pavaso
  • DocMagic
  • Phone communication skills
  • Microsoft Office Excel 2022
  • Microsoft Office Word 2022
  • Microsoft Outlook
  • Teams
  • Zoom

Aka

Susan

Qualifications And Skills

11 years, 14 years, 11 years, Credited as Top Mortgage Closer II & Funder II, In the top 3 of Sales with Previous Employer for 10 years, Encompass360 Program, E-Closing System Pavaso, DocMagic, Phone communication skills, Microsoft Office Excel 2022, Microsoft Office Word 2022, Microsoft Outlook, CORE, Calex Point, Teams, Zoom

Certification

  • Mortgage Loan Originator License

References

References available upon request.

Timeline

Loan Officer Concierge Manager

Castle & Cooke Mortgage
11.2020 - 04.2021

Consumer Lending Sales Rep & Mortgage Loan Officer

Deseret First Credit Union
05.2018 - 01.2021

Mortgage Loan Originator

Wells Fargo Home Mortgage
03.2017 - 04.2018

Mortgage Loan Closer/Funder

Mountain America Credit Union
03.2013 - 03.2017

Branch Assistant & Manager

Deseret First Credit Union
05.2004 - 03.2013

Legal Secretary

Julie R Walker
01.2001 - 06.2002

Bachelor of Science - Business Administration

University of Phoenix

Bachelors of Science - Business Administration and Management

Grand Canyon University

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Oketi E. S. Vehikite