Teams at Panorama Mortgage Group, LLC

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.

Develops and maintains digital marketing infrastructure across paid media, SEO, web platforms, analytics, and automation tools. Manages Google Ads and Meta campaigns, executes technical and local SEO, implements conversion tracking, and optimizes landing pages, funnels, and digital presence. Collaborates with Marketing and Sales to improve lead generation, customer conversion, and performance through data-driven strategies.

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.