Patrick Kasongo

Wealth Document Custody Analyst I at Truist
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Contact Information
us****@****om
(386) 825-5501
Location
Charlotte, North Carolina, United States, US

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Experience

    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Document Custody Analyst I
      • Nov 2022 - Present

    • United States
    • Real Estate
    • 300 - 400 Employee
    • Portfolio Associate
      • Oct 2021 - Aug 2022

      Complete thorough move-in and move-out inspections of properties and units. Perform safety and asset protection checks meant to bring Mynd’s managed homes up to our quality standards and are prepared for new residents. Conduct onboarding inspections for new homes coming under Mynd Management, document asset information, and verify that new properties are rent-ready. Perform various other inspections as needed; including annual inspections and occupancy checks. Serve as Mynd’s “on-the-ground” ambassador; facilitate property showings, post legal notices and manage property access. Ensure Mynd’s homes stay in rent-ready condition; proactively flagging anything impacting the leasing experience as well as performing light cleaning as needed. Perform other tasks as necessary, to ensure we provide our residents and owners with the highest quality service Show less

    • United States
    • Financial Services
    • 100 - 200 Employee
    • OPS Support Specialist(Funding)
      • Nov 2019 - Jan 2021

      Making sure all of the documents are accurate. Making sure you get credit where credit is due. Finalizing your escrow account for property taxes and insurance. Clearing any approval conditions. Setting up the wire of funds to your escrow. Monitors collateral/documentation exceptions reports for the receipt of trailing loan documentation. Solid understanding of loan documentation required to perfect the Bank’s security possession. Attention to detail, ability to multi-task, time management, self-starter and ability to function independently. Match up credit files and closing packages to be prepped scanned to imaging software. Audit trailing documents (Mortgages, Assignments, Consolidation Agreements (CEMAs) and Final Title Policies) per investor guidelines and in comparison to data on mortgage production system. Contact settlement agents and title companies (via phone, fax, or email) to request outstanding documents and/or corrections. Complete various projects, as assigned, either individually or in a time environment. Generate and follow-up on daily department reports, as needed. Communicate with impacted areas regarding exceptions as they arise. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Show less

    • Financial Services
    • 700 & Above Employee
    • Trailing Docs
      • Aug 2016 - Nov 2019

      Process incoming mail of trailing documents, closing packages, and correspondent loan packages.Scan & upload final documents and closing packages to loan origination system.Data entry based on types of documents received.Communicate with correspondent lenders regarding outstanding final documents.Communicate with title companies regarding outstanding final documents.Respond to final document requests from Investors in a timely manner.Ship final documents to investors or document custodians per investor guidelines.Process final document submissions via paper file or electronic submission. Show less

    • Loan Processor
      • Jan 2016 - Nov 2019

      Gathering information for the loan application.Evaluating credit histories for applications.Collecting data from clients such as their assets, salaries, debts and employment status to fill in information for the loan application.Researching and correcting mistakes in applications for clients.Reviewing file documentation for missing or erroneous information.Meeting loan application deadlines.Assisting Loan Officer with requests and tasks needed to complete and process applications. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Business Office Associate
      • Sep 2014 - Jan 2016

      Complete administrative tasks to support all store departments. Provide customer service by greeting customers and guiding them through paperwork. Communicate effectively with customers and business partners. Maintain coverage at information desk and answer multi-line phone system Complete administrative tasks to support all store departments. Provide customer service by greeting customers and guiding them through paperwork. Communicate effectively with customers and business partners. Maintain coverage at information desk and answer multi-line phone system

    • Camp Counselor
      • Jul 2007 - Aug 2015

      Organizing team games such as soccer, softball and basketball, explaining the rules and acting as referee or umpire throughout the game. Leading activities such as crafts and art, demonstrating various techniques and encouraging children to come up with ideas. Communicating with parents, providing updates where required and answering questions about the camp. Checking on children with medical needs to ensure they have taken any required medication. Providing guidance, motivation and support all camp visitors. Show less

Education

  • University of North Carolina at Pembroke
    Bachelor's degree, Exercise Physiology
    2010 - 2013

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