Summary
Overview
Work History
Education
Skills
Timeline
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Patrick Kasongo

Charlotte,NC

Summary

Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.

Overview

5
5
years of professional experience

Work History

Wealth Document Custodian Analyst 1

TRUIST
Charlotte, NC
11.2022 - 06.2024
  • Assisting with special projects related to custodial care as assigned by supervisor or manager.
  • Performed quality assurance checks of all documents prior to review.
  • Reviewed legal documents for accuracy and completeness.
  • Maintained a database of reviewed documents and archived records accordingly.
  • Analyzed data from documents to identify discrepancies or errors.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.

Portfolio Associate

Mynd
Charlotte, NC
10.2021 - 08.2022
  • Checked appliances for proper installation and operation.
  • Reported any potential health or safety risks to property owners.
  • Prepared detailed summary reports containing conclusions from the inspection process.
  • Inspected foundations for signs of water damage or foundation settling.
  • Analyzed drainage patterns around the home to determine if there is a risk of flooding.
  • Conducted visual inspections of structures, including roofs, attics and crawlspaces to assess structural integrity.
  • Tested smoke detectors, carbon monoxide alarms and fire extinguishers for functionality.
  • Worked effectively on ladders to check attics, roofs and other high spaces.

OPS Support Specialist

Wyndham Capital Mortgage
Charlotte, NC
11.2019 - 02.2021
  • Reviewed and analyzed loan requests to ensure accuracy of data and compliance with company policies.
  • Maintained records and documentation related to all loan agreements and transactions.
  • Analyzed financial statements, tax returns, credit histories, debt obligations, collateral values, and other information relevant to loan requests.
  • Assisted in the preparation of settlement statements for review by underwriters or investors prior to closing.
  • Provided customer service throughout the entire process while addressing questions or concerns raised by clients or team members.
  • Coordinated funding of loans at closing table between buyers and sellers' agents, attorneys, mortgage lenders.
  • Examined and verified information in loan application and closing documents.
  • Prepared and delivered loan documents to title and escrow teams.
  • Prepared closing disclosure forms, ensuring all information was accurate and complete.
  • Obtained signatures from borrowers on all required documents at the time of closing.

Loan Processor

Movement Mortgage
Indian Land, SC
01.2019 - 11.2019
  • Analyzed loan applications and supporting documents to determine eligibility for approval.
  • Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
  • Performed detailed calculations to verify income, assets, liabilities and other data provided by applicants.
  • Adhered strictly to company policies when completing tasks associated with loan processing duties.
  • Reviewed appraisals to ensure accuracy of value estimates.
  • Conducted quality control reviews on closed files ensuring compliance with state and federal regulations.
  • Provided excellent customer service while responding promptly to inquiries from applicants, lenders and brokers.
  • Assisted borrowers with questions regarding their loans after closing.
  • Verified accuracy of closing figures prior to disbursement of funds.
  • Updated customers regularly on status of their loans throughout the processing period.
  • Developed relationships with clients, real estate agents, lenders, title companies and attorneys throughout closing process.
  • Submitted loan applications to underwriting department for review and approval process.
  • Explained the various types of loans available and advised on the best product suited for customer's needs.
  • Compiled closing packages containing all necessary documents required for funding.
  • Reviewed credit reports and financial information to evaluate creditworthiness of applicants.
  • Prepared loan documents including promissory notes, deeds of trust, mortgage insurance policies and truth-in-lending statements.

Education

Bachelor of Science - Exercise Physiology

UNC-Pembroke
Pembroke, NC
05-2013

High School Diploma -

David W. Butler High School
Matthews, NC
06-2004

Skills

  • Customer service understanding
  • Customer service standards
  • Document Review
  • File reviews
  • Problem-Solving
  • Self Motivation
  • Data entry abilities
  • Excellent data entry abilities

Timeline

Wealth Document Custodian Analyst 1

TRUIST
11.2022 - 06.2024

Portfolio Associate

Mynd
10.2021 - 08.2022

OPS Support Specialist

Wyndham Capital Mortgage
11.2019 - 02.2021

Loan Processor

Movement Mortgage
01.2019 - 11.2019

Bachelor of Science - Exercise Physiology

UNC-Pembroke

High School Diploma -

David W. Butler High School

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Patrick Kasongo