Teams at Panorama Mortgage Group, LLC

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.

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.

Support the Co-Founder with calendar management, travel planning, communications, document drafting, project tracking, meeting coordination, errands, and confidential administrative and personal tasks to reduce executive workload.