Teams at Panorama Mortgage Group, LLC

Closes and funds mortgage loans by preparing and auditing documents, reviewing HUDs and signatures, resolving funding conditions, requesting wires, coordinating with escrow and loan teams, and packaging funded loans for investor purchase. Maintains accurate pipeline records, makes FHA MIP payments, and ensures compliance with underwriting, company, and investor requirements.

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.