Panorama Mortgage Group

Processor

• Take ownership of residential mortgage loan files after origination and advance them to closing
• Review new files within 48 hours and verify compliance documents were issued within the proper timeframe
• Notify appropriate staff when additional documentation or information is needed
• Maintain a pipeline of 25 or more loan files
• Order documents required by AUS findings, investor, and agency requirements
• Verify, review, and track requested documents in Encompass
• Review documents within 24 hours of receipt and follow up on discrepancies or omitted data
• Calculate verified income, verify assets, and update Encompass
• Organize and prepare loans for underwriting submission
• Clear approval or suspense conditions identified by the underwriter or closer
• Ensure closing documentation is included in loan files, including title documentation, homeowners’ insurance, and third-party invoices
• Process loans to meet purchase contract deadlines and rate-lock expiration dates
• Submit files to the closing department upon CTC approval milestone
• Assist processors, underwriters, and closing departments as needed
• Respond to customer and transaction-party inquiries
• Assist with clearing post-closing conditions to avoid financial loss
• Maintain customer service, KPI, quality, and data-integrity standards
• Perform other duties as assigned

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