Jobs at Panorama Mortgage Group, LLC

Support finance team by preparing recurring financial reports, maintaining financial models and KPI reports, reconciling data, assisting budget and variance tracking, and collaborating with cross-functional teams to improve reporting efficiency and support decision-making.

Support daily CRM administration and campaign execution: manage users, permissions, data hygiene, segments, automations, and reporting. Provide first-level CRM support, collaborate with marketing/sales, document workflows, and learn deeper CRM configuration over time.

Lead sales recruitment for the brand by sourcing, screening, and interviewing loan officer candidates. Develop recruiting strategy, post jobs, use ATS and social media, mentor new loan officers, report on hiring status, and build strong candidate relationships. Ensure compliance with company policies and perform other assigned duties.

Coordinate marketing campaigns from concept to delivery: define scope, manage timelines and assets, track budgets, coordinate cross-functional teams and vendors, monitor KPIs/ROI, and identify and mitigate project risks.

Manage daily office operations and facilities across U.S. and Mexico locations, coordinate vendors and landlords, support executives with calendars and travel, lead administrative teams, oversee budgets and expense processes, and ensure cross-border process alignment and secure record management.

Coordinate final mortgage loan closing steps: generate and validate documents in Encompass, manage funding and wire disbursements, package and ship loans to investors, maintain accurate loan records, and communicate with loan officers, processors, escrow/title agents, and investors to ensure timely, compliant closings.