Operations Support

Posted 5 Days Ago
Be an Early Applicant
Guadalajara, Jalisco, MEX
In-Office
Entry level
Fintech • Real Estate • Financial Services • PropTech
The Role
Provide administrative and operational support to Head of Operations and Operations Manager. Coordinate day-to-day activities, manage scheduling, prepare reports and documentation, track processes and compliance, facilitate communication across teams, assist employee requests, and support process improvement initiatives within mortgage/financial workflows.
Summary Generated by Built In

Description

Position Summary

Operations Support plays a key role in ensuring effective execution, coordination, and continuous improvement of operational processes across the organization. This position supports leadership by maintaining structured workflows, facilitating communication across teams, and helping drive efficiency in day-to-day operations.

This role requires a highly organized and detail-oriented professional who can balance task execution with process discipline, while also contributing ideas for improvement. The ideal candidate is proactive, collaborative, and capable of aligning teams to meet organizational goals.

Key Responsibilities

Producer (Execution & Results)

  • Provide direct administrative and operational support to the Head of Operations and Operations Manager
  • Coordinate day-to-day operational activities to ensure timely completion of tasks and deliverables
  • Monitor and follow up on pending tasks, ensuring deadlines are consistently met
  • Support operational procedures within mortgage or financial processes

Administrator (Structure & Process)

  • Manage scheduling, including meetings and appointments, ensuring efficiency and organization
  • Prepare reports, presentations, spreadsheets, and operational materials
  • Handle data entry, document preparation, and process tracking across workflows
  • Maintain, organize, and ensure accuracy of operational documentation
  • Ensure compliance with company policies, procedures, and confidentiality standards

Integrator (People & Communication)

  • Act as a primary point of contact for internal teams, facilitating clear and effective communication
  • Coordinate internal and external resources for projects, events, and tasks
  • Assist with employee administrative requests
  • Anticipate team needs and support a collaborative, solutions-oriented work environment

Entrepreneur (Improvement & Optimization)

  • Collaborate with leadership to identify opportunities to improve operational processes
  • Support the implementation and tracking of process improvements
  • Contribute ideas to enhance efficiency, productivity, and team effectiveness
  • Perform additional duties as assigned

Requirements

Skills & Qualifications

  • Strong written and verbal communication skills in English (B2 level or above)
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Detail-oriented with strong organizational skills
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Proactive, self-motivated, and able to work independently and as part of a team
  • Strong problem-solving skills and ability to anticipate needs
  • Professional and courteous communication style

Education & Experience

  • Experience in customer support or administrative roles, preferably in financial services or process-driven environments
  • Experience with documentation tracking, client support, or operational processes is desirable
  • No prior mortgage industry experience required
  • Willingness to learn and adapt to the mortgage banking industry

Skills Required

  • Strong written and verbal communication skills in English (B2 level or above)
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Detail-oriented with strong organizational skills
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Proactive, self-motivated, and able to work independently and as part of a team
  • Strong problem-solving skills and ability to anticipate needs
  • Professional and courteous communication style
  • Willingness to learn and adapt to the mortgage banking industry
  • Experience in customer support or administrative roles (preferably in financial services or process-driven environments)
  • Experience with documentation tracking, client support, or operational processes
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The Company
0 Employees
Year Founded: 2007

What We Do

Panorama Mortgage Group, LLC (d/b/a SimplyPMG) is a leading independent mortgage bank and nonbank lender providing a variety of loan products, including government, portfolio, renovation, and conventional loans. With a focus on increasing family wealth through homeownership, particularly for first-time Hispanic homebuyers, the company offers purchase, refinancing, and cash-out options through a simplified, digital-first mortgage platform.

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