Teams at Panorama Mortgage Group, LLC

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.

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.