Doak Cheatham

Experience

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  Platinum Investment Group

  Aug 2002 - Nov 2004

  Loan Officer
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  Old Republic Credit Services

  Nov 2004 - May 2005

  Account Executive

  - Provided sales support for RMIC representatives in southwest region including Southern California, Arizona, Washington, and Nevada- Managed relationships with clients which included training mortgage company associates to utilize online credit reports, supplement requests, and AutomatedUnderwriting Systems of major mortgage loan investors- Sold Old Republic products comprised of credit reports, 4506 tax return requests, and employee background reports to human resource departments- Exceeded sales projections, obtaining 90% of 2004 revenue in the first quarter of2005 Show less

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  ING Funds

  Oct 2005 - Apr 2008

  Wholesaler

  - Grew sales from $1 million dollars in 2005 to over 60 million in 2007- Built record breaking territory exceeding projected 2006 volume while gaining expertise in both domestic and international securities- Actively promoted and marketed mutual funds through traditional and technology based channels to security brokers and financial advisors in Northern California- Compiled asset allocation models for a wide variety of investors in open and closedend mutual funds including equity, fixed income, and security derivative products- Composed hypothetical illustrations of proposed portfolios for prospective clients Show less

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  Winslow Partners

  May 2008 - Jan 2009

  Finance Director

  - Assisted in creation of wine bar concept in west Fort Worth- Participating in all facets of restaurant and bar business including management responsibilities, bartending, serving, and culinary arts- Conducted market and concept research in Scottsdale, AZ by collecting data on alcohol and food price points, innovative ideas for food and beverage, and management systems for the service industry- Gaining knowledge of the international wine market and how best to utilize our wine selection to maximize profits for a wine bar concept Show less

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  Capital One

  Feb 2009 - Aug 2009

  Banker

  Resposible for building relationships with small businesses and individuals in the Fort Worth/Arlington area for Capital One Bank.

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  NOVA® Home Loans

  Aug 2009 - Jun 2017

  NMLS# 168653NOVA NMLS# 3087BK#0902429Equal Housing Opportunity At Nova Home Loans, I utilize conventional, government insured, and customized loan programs to secure financing for the individual looking to purchase a home or refinance their current mortgage. Nova is the largest privately held mortgage company in the state of Arizona and has access to virtually every loan program available at preferred interest rates.

  • Senior Loan Officer

    Oct 2014 - Jun 2017

  • Loan Officer

    Aug 2009 - Oct 2014
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  Bay Equity, LLC

  Jun 2017 - Dec 2018

  Senior Loan Officer

  NMLS #168653Bay Equity LLC NMLS ID#76988 Equal Housing Opportunity

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  Guardian Mortgage

  Dec 2018 - Oct 2019

  Senior Loan Originator

  Guardian Mortgage, a division of Sunflower Bank, N.A. NMLS #709491 www.nmlsconsumeraccess.org Guardian Mortgage is an Equal Housing Opportunity Lender, Member FDIC

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  Mutual of Omaha Mortgage

  Oct 2019 - Mar 2020

  Senior Mortgage Loan Originator
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  Draper and Kramer Mortgage Corp.

  Mar 2020 - Jan 2023

  VP of Residential Lending
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  Wintrust Mortgage

  Jan 2023 - May 2024

  Senior Mortgage Consultant
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  National Bank of Arizona

  May 2024 - now

  Mortgage Loan Officer