Teams at Panorama Mortgage Group, LLC

Designs and improves chatbot processes, routing users to business experts and increasing bot engagement. Analyzes feedback to enhance the user experience, collaborates with cross-functional teams to maintain accurate bot information, and provides customer support through automated systems.

Processes residential mortgage loans from origination through underwriting and closing. Reviews files, verifies income and assets, orders documentation, tracks requirements in Encompass, clears underwriting conditions, and ensures compliance with investor, agency, federal, and state requirements. Coordinates with customers, loan officers, underwriters, closers, and external partners while meeting contract deadlines, rate-lock expirations, quality standards, and branch KPIs.

Prepare and manage residential mortgage loan files from origination to closing: collect, verify, and track documentation, clear underwriting conditions, submit files to closing, coordinate with loan officers, customers, and third parties, and maintain pipeline and compliance.