Panorama jobs - 27 jobs

Job DescriptionDescription: Drive wholesale mortgage production by developing, managing, and expanding relationships with new and existing mortgage brokers. Ensure brokers are fully trained on Travisa Financials' products, guidelines, and processes while providing ongoing support to achieve targeted sales and production goals. This role is intended for experienced wholesale professionals with an established book of business. Key Responsibilities: P - Producer (Execution & Results): Develop and maintain strong relationships with existing and prospective mortgage brokers. Source and generate consistent broker leads through in-person meetings, phone outreach, and presentations Achieve a minimum production volume of $10 million per month Pre-qualify loan files prior to submission Train brokers on Travisa Financial's products, policies, procedures, and underwriting guidelines Work directly with brokers and loan officers on marketing programs and initiatives Provide ongoing service and support to broker partners Stay current on underwriting guidelines and program changes A - Administrator (Process & Accuracy): Maintain accurate broker contacts, pipeline activity, and sales reporting in the company CRM Track sales activity, pipeline status, and production metrics Ensure compliance with outside sales requirements and reporting obligations Ensure loan files submitted by brokers are complete and within company guidelines Comply with all policies and procedures outlined in the Company Handbook I - Integrator (Communication & Coordination): Serve as the primary point of contact for assigned broker partners Coordinate communication between brokers and internal teams to support loan progress Maintain clear, consistent communication regarding product updates, guidelines, and expectations Represent Travisa Financial professionally with internal stakeholders and external partners Requirements: Education/Experience: Minimum 5 years of experience in the mortgage lending industry At least 3 years of wholesale mortgage lending sales experience Established book of business and active broker relationships required Fast learner and self-starter with the ability to work independently Experience with loan origination software; Encompass TPO Connect preferred Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Strong verbal, written, and presentation skills Detail-oriented with excellent organizational and follow-up skills Customer service-focused with the ability to thrive in a production-driven environment Travel: As needed travel between the United States and Mexico to meet business needs Language: English preferred; Bilingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant

Who: A fast-moving company supporting busy hiring managers and department leads. What: We're hiring flexible virtual assistants to support a range of business functions including admin, finance, HR, and operations. When: Hiring immediately to meet growing demand. Where: Fully remote with U.S.-based time zone coverage preferred. Why: Our teams are overwhelmed with back-office responsibilities and need dependable support across multiple departments. Office Environment: 100% remote, fast-paced, with autonomy and clear task-based expectations. Salary: depending on skillset and experience. Position Overview: We're seeking adaptable and skilled Virtual Assistants to provide behind-the-scenes support across various departments. Depending on your background and strengths, you'll be matched to projects in HR, accounting, recruiting, operations, or admin. This is a great opportunity for someone who enjoys variety, autonomy, and making a measurable impact. Key Responsibilities: Tasks may vary depending on business needs and your area of expertise: Administrative Support: Email and calendar management, travel coordination, meeting prep Finance & Accounting: Light bookkeeping, invoicing, AP/AR support, expense reports HR & Recruiting: Scheduling interviews, onboarding assistance, applicant tracking Medical Support: Insurance verification, medical billing support (if experienced) Operations: Document management, SOP creation, vendor coordination, data entry Qualifications: 2+ years of professional administrative, operations, or support experience Background in one or more of the following: accounting, HR, recruiting, billing, executive assistance Excellent communication and organizational skills High level of discretion and professionalism Tech-savvy: Comfortable with tools like G Suite, QuickBooks, Slack, Zoom, and applicant tracking systems Ability to learn quickly, manage deadlines, and work independently If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Who: An audit professional with 2-4 years of public accounting experience and strong client-service skills. What: This role performs audits, prepares GAAP-compliant financial statements, tests controls, supports consulting projects, and mentors junior team members. When: The position is open for immediate hire. Where: Based in the Atlanta area with hybrid work flexibility. Why: The firm is seeking a motivated contributor who can manage engagements, deliver high-quality work, and support clients across diverse industries. Office Environment: A collaborative and growth-focused team offering professional development, coaching, and social engagement. Salary: Competitive compensation with bonuses, 401(k) match, medical benefits, PTO, wellness days, stipends, and reimbursement programs. Description A highly respected public accounting and consulting firm is seeking dynamic Assurance Senior Associates to join its Audit team. The role offers exposure to a variety of industries including manufacturing/distribution, real estate, construction, technology, transportation, private equity, financial services, staffing, and professional services. Key Responsibilities: - Conduct audits, reviews, benefit plan audits, and compilations. - Prepare GAAP-compliant financial statements and disclosures. - Document and test internal controls for multiple engagement types. - Assist senior team members with consulting and advisory projects. - Supervise, train, and mentor Associates and Interns. - Meet engagement budgets and realization goals. - Identify and resolve client issues effectively. - Continue skill development through CPE and hands-on training. Qualifications: - Bachelor's degree in accounting; CPA preferred. - 2-4 years of public accounting audit experience. - Industry experience in transportation, manufacturing, or construction is beneficial. - Strong Excel proficiency and understanding of audit principles. - Experience with CCH ProSystem fx Engagement and IDEA is a plus. - Strong communication skills and a consultative, client-service approach. - Ability to manage engagements and budgets. - Willingness to travel as needed; self-driven and ambitious. Benefits: - Three weeks paid vacation, wellness days, and floating holidays. - CPA assistance and continuing education opportunities. - Home office equipment provided. - Fitness membership discounts. - Competitive salary and bonus structure. - 401(k) with employer match. - Comprehensive medical, dental, and vision coverage. - Tuition and certification reimbursement. - Cell phone reimbursement. - Volunteer days, coaching and mentoring programs, and social events. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Proposal Writer - Mobile Healthcare Who: Mobile healthcare company seeking a detail-oriented and experienced proposal writer. What: You will create compelling proposals for local governments, counties, and hospital systems, with a bonus if you bring light marketing skills to help shape outreach efforts. When: Immediate need Where: Preferably based in Atlanta, GA, but open to candidates across the U.S. Why: Support Growth Office Environment: Remote / Hybrid Salary: Starting at $70,000 to $90,000 based on experience. Position Overview: We are seeking a Proposal Writer with a strong background in healthcare to help expand our reach by securing new contracts in local markets. The ideal candidate will possess excellent writing skills, a sharp attention to detail, and the ability to manage proposal timelines under tight deadlines. A background in marketing or content creation is a strong plus. Key Responsibilities: ● Draft and manage high-quality proposals for public sector and healthcare clients ● Collaborate with business development and operations teams to gather necessary information ● Maintain a proposal calendar and ensure timely submission of materials ● Ensure all proposals align with brand voice and strategy ● Support occasional marketing initiatives such as newsletters or internal communications Qualifications: ● 3+ years of experience in proposal writing, preferably in healthcare or government sectors ● Strong writing, editing, and project management skills ● Detail-oriented with a history of producing error-free, client-ready documents ● Experience in both digital and print-based content creation is a plus If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

We are working with a mid-market CPA firm in the Sandy Springs area that is looking to add an experienced Tax Staff Accountant to their team, position details as follows: Must have 2-4 years of public accounting experience CPA or on CPA track with parts passed Bachelors degree in Accounting or Business Masters degree is a plus Proficiency with MS Office, QuickBooks Proficiency with tax software is a plus Preparation of individual, business and partnership returns Experience with client accounting is a plus This is a fully remote position! If you are looking to make a change and want to work with a young, vibrant team and watch your career take off please send a copy of your resume to [email protected]

International Tax Senior Manager - Austin, TX (Remote) Who: An experienced international tax leader with deep technical expertise and a passion for advising multinational clients. What: Lead complex international tax consulting engagements, oversee planning and compliance, and mentor a high-performing team. When: Hiring immediately to support a rapidly growing international tax practice. Where: Austin, TX Why: To drive global tax strategy, support diverse multinational clients, and contribute to a dynamic, expanding practice. Office Environment: Collaborative, fast-paced, integrity-driven, and focused on continuous growth and innovation. Salary: Competitive compensation supported by a comprehensive total rewards and benefits package. Position Overview: The Senior Manager in International Tax Services will manage a wide range of complex global tax engagements, advise multinational clients on cross-border strategies, and lead consulting initiatives while fostering the development of junior team members. Key Responsibilities: ● Lead the full scope of international tax planning, consulting, and compliance engagements for a diverse client base. ● Advise multinational clients on global tax implications, coordinating U.S. and foreign law to optimize strategies. ● Consult on cross-border structuring, tax treaties, offshore investment, and repatriation strategies. ● Structure inbound investments for foreign entities, including U.S. withholding, treaty planning, and FIRPTA considerations. ● Manage engagement budgets, objectives, resources, billing, and performance. ● Identify risks and provide solutions to complex tax issues. ● Mentor, develop, and manage staff, fostering a collaborative and growth-oriented environment. ● Support practice development and contribute to client relationship-building efforts. ● Educate clients and team members on international tax developments. ● Stay current on global tax regulations and best practices. Qualifications: ● Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or LLM preferred. ● CPA and/or JD required; LLM in Taxation is a plus. ● 7+ years of progressive international tax experience with at least 3 years in a leadership role. ● Strong expertise in outbound/inbound transactions, transfer pricing, foreign tax credits, and tax minimization. ● Ability to manage multiple engagements and meet deadlines effectively. ● Excellent communication, analytical, and leadership skills. ● Experience with tax software such as ProSystem fx, CCH, RIA, or Engagement is a plus. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Who: A disruptive AI software startup focused on transforming how companies hire and recruit top talent. What: Hiring a driven SDR to generate and qualify leads for the sales team targeting talent acquisition professionals and recruiting leaders. When: Immediate hire to support rapid growth and product demand. Where: 100% remote - work from anywhere in the U.S. Why: Join a mission-driven team that's redefining hiring through AI-powered technology. Office Environment: Remote-first, collaborative, and fast-paced startup environment. Position Overview: As an SDR, you will be the first point of contact for potential customers in the HR and recruiting space. Your job is to identify, engage, and qualify prospects who would benefit from our AI-powered hiring platform. Key Responsibilities: Conduct outbound outreach via email, phone, and LinkedIn to generate new leads. Qualify inbound interest from talent acquisition and HR professionals. Book meetings for Account Executives and support sales pipeline development. Collaborate with marketing on campaigns and feedback from the field. Keep detailed records in CRM systems and share insights with leadership. Qualifications: 1+ year in a sales, recruiting, or customer-facing role (SaaS or HR tech experience is a plus). Strong communication and interpersonal skills. Self-starter who is comfortable with high activity and experimentation. Passion for improving hiring and recruiting through innovative solutions. Experience with tools like HubSpot, Salesforce, or Outreach is helpful. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Job DescriptionDescription: The Outside Loan Officer's primary role is to source, qualify and originate mortgage loans for by working primarily outside the Company's offices to solicit and obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly. Key Responsibilities: Comply with outside sales and reporting obligations, duties, requirements and guidelines. Produce loans according to targets set by manager. Uphold the integrity of the brand. Must be familiar with originating loans. Properly qualify consumers and assure that you are issuing pre-approvals according to guidelines. Monitor loan pipeline through Lenders Office. Monitor productivity via reporting tools. Ensure compliance with all government and regulatory requirements. Loan Officer shall determine his or her hours or work. Loan Officers are not required to work any specific number of hours per week and when you do work it is at your discretion. Take information from the prospective borrower and complete the loan application form. Set yearly goals/attend meetings with manager. Educate borrowers/communicate on a regular basis with borrowers, listing brokers and selling brokers. Analyze the prospective borrower's income and debt and pre-qualify the prospective borrower to determine the maximum mortgage amount that the prospective borrower can afford. Educate the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available and demonstrating how closing costs and monthly payments could vary under each product. Maintain regular contact with the borrower, realtors and the Company between the time of the application and closing to apprise them of the status of the application and gather any addition information. Collect financial information (tax returns, bank statements) and other related documents that are part of the application process. Order in file credit report, when required by the Company. Determine whether the property is in a flood area, where required by the Company. Attend the closing of the mortgage loan, if requested by the company. Under no circumstances shall the Loan Officer be compensated greater than the amount negotiated in the Loan Officer Compensation Agreement. Able to comply with the policies and procedures outlined in the Company handbook Perform other duties as assigned. Requirements: Education/Experience: Able to comply with the policies and procedures outlined in the Company Handbook Must have a current license through NMLS and be in good standing Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA Two (2) years prior mortgage or mortgage banking experience Ability to deliver effective results and to meet deadlines History of exceeding sales goals Reliable transportation, valid driver's license and current automotive insurance Sound judgment and decision-making skills Ability to work under pressure and meet deadlines with minimal supervision Excellent phone and service skills Develop and maintain relationships within the real estate community Timely communication and response times according to department standards Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state.

Job DescriptionDescription: The Closing Manager is responsible for overseeing all aspects of the mortgage closing process to ensure timely, accurate, and compliant loan closings. This role requires strong operational management, regulatory compliance expertise, and effective stakeholder coordination. Key Responsibilities: Producer (P) - Execution & Delivery Manage and monitor all closing activities to meet deadlines and quality standards. Review and approve closing documentation for accuracy and completeness. Resolve operational issues promptly to avoid closing delays. Administrator (A) - Structure & Compliance Ensure adherence to federal, state, and company regulations throughout the closing process. Develop, implement, and maintain standardized closing procedures. Maintain accurate records and audit trails for all transactions. Entrepreneur (E) - Innovation & Adaptability Identify and recommend process improvements to enhance efficiency and reduce errors. Stay informed on regulatory changes and market trends, adapting processes as needed. Integrator (I) - Collaboration & Communication Coordinate with loan officers, underwriters, title companies, and clients to ensure smooth closing. Communicate effectively and empathetically with all stakeholders to resolve issues and maintain trust. Requirements: Education/Experience: Bachelor's degree in business, Finance, or related field (or equivalent experience). Minimum 5 years in mortgage operations, with at least 2 years in a supervisory or managerial role. Strong organizational and time-management skills Detail-oriented with a focus on accuracy Excellent communication and relationship-building abilities Ability to adapt to changing regulations and processes Proficiency in mortgage processing software and MS Office Suite. Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

Transaction Tax Partner - Plano, TX (Remote) Who: A seasoned tax professional with at least 15 years of progressive tax experience, including a decade focused specifically on M&A tax and transaction advisory services, holding an active CPA or JD. What: Leads complex buy-side and sell-side tax diligence and structuring, manages the full M&A tax lifecycle, drives business development, oversees practice financials, and mentors a high-performing transaction team. When: Full-time leadership role available immediately. Where: Plano, TX (Remote) Why: To serve as the strategic leader and outward-facing representative of a growing Transaction Advisory Services practice supporting private equity and corporate buyers. Office Environment: Entrepreneurial, collaborative, growth-oriented, and supported by big-firm resources with small-firm flexibility. Salary: Competitive and commensurate with experience and market; comprehensive benefits included. Position Overview: The M&A Tax Partner leads and grows a Transaction Advisory Services practice by delivering sophisticated transaction tax services, expanding client relationships, and driving strategic and financial performance. This highly visible leadership role blends technical excellence, market-facing business development, talent development, and operational oversight. You will guide clients through complex diligence and structuring matters, collaborate across service lines, and serve as the primary ambassador of the practice to private equity, investment banks, and corporate buyers. Key Responsibilities: Client Service & Technical Execution: - Lead buy-side and sell-side tax due diligence, structuring, modeling, and overall transaction strategy. - Design tax-efficient structures for mergers, acquisitions, reorganizations, and carve-outs. - Identify historical tax exposures and draft tax-related contract language for risk mitigation. - Oversee post-close integration, including tax attribute preservation and E&P studies. Practice Growth & Business Development: - Build and maintain relationships with private equity groups, investment banks, legal advisors, and C-suite executives. - Drive new business generation and collaborate cross-functionally with audit and valuation partners. - Serve as a thought leader through speaking engagements, articles, and webinars. Team Leadership & Operations: - Recruit, mentor, and develop managers and directors. - Manage practice financials, including billing, margins, realization, and staffing. - Maintain exceptional quality control and firmwide compliance standards. Qualifications: Education & Licensure: - Bachelor's degree in Accounting, Finance, or Economics required. - MST or LLM in Taxation strongly preferred. - Active CPA or JD required. Experience: - 15+ years of progressive tax experience in public accounting or a boutique M&A advisory firm. - 10+ years dedicated to M&A tax / Transaction Advisory Services. - Demonstrated ability to grow a book of business and lead high-performing teams. Technical Skills: - Deep expertise in Subchapter C, Subchapter S, and Partnership taxation. - Familiarity with consolidated returns and international tax concepts impacting transactions. - Strong ability to analyze SPAs, MIPAs, and other transaction documents. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Job DescriptionDescription: The Underwriting Manager is responsible for leading the underwriting team, ensuring accurate risk assessment, compliance, and strategic alignment with business goals. Key Responsibilities: Producer (P) - Delivering Results Oversee daily underwriting operations to meet service and quality standards. Review and approve complex or high-value cases. Provide technical guidance and mentoring to underwriters. · Review and respond to deficiencies post-close. · Perform other duties as assigned. Administrator (A) - Ensuring Processes and Compliance Develop and maintain underwriting policies and procedures. Learn and maintain knowledge of various loan program guidelines. Ensure adherence to regulatory requirements and internal audit standards. Monitor performance metrics and prepare regular reports for leadership. Entrepreneur (E) - Driving Innovation and Strategy Analyze market trends and adjust underwriting strategies to maintain competitiveness. Identify new risk factors and recommend product or process enhancements. Collaborate with Sales, Actuarial, and Product teams to align underwriting with business objectives. Integrator (I) - Building Culture and Collaboration Foster a positive team culture based on trust and mutual respect. Recruit, train, and develop underwriting staff. Serve as liaison between underwriting and other departments. Conduct regular perform reviews and implement performance improvement plans. Issue disciplinary actions and terminations when required. Requirements: Education/Experience: · Minimum 7+ years underwriting experience in mortgage banking; or equivalent combination of education and experience. · Minimum 3 years of previous management experience required · Knowledge of Conforming, FHA, VA and USDA Programs and guidelines · Must have current FHA Chums/DE Underwriting ID number with a minimum of 7 years' experience · VA LAPP recommended but not required · Non-QM experience recommended but not required · Experience with Encompass recommended but not required · Strong analytical, organizational, and communication skills. · Proven ability to manage compliance and innovate processes. · Ability to work under pressure on multiple projects within deadlines • Ability to effectively prioritize workload and manage changes in direction. • Ability to work flexible hours when needed Travel: · As needed travel internationally between United States and Mexico to meet business needs. Language: · English required, Bi-Lingual (English/Spanish) desired. Compensation: · PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. · PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Who: Reputable U.S.-based CPA firms supporting small to mid-sized clients. What: Seeking experienced accounting and tax professionals to assist during tax season. When: Immediate start through the end of tax season (April 2026). Where: 100% Remote Why:v To meet increased client demand and ensure timely, high-quality tax filings. Office Environment: REMOTE Salary: Competitive and commensurate with experience. Position Overview: You'll work directly with firm partners and senior CPAs to support year-end bookkeeping, monthly closes, and individual and business tax return preparation. Ideal for professionals who want flexibility and the ability to contribute meaningful work in a remote capacity. Key Responsibilities: Prepare and review individual, partnership, and corporate tax returns (1040, 1065, 1120, 1120S). Perform monthly reconciliations, journal entries, and financial reporting. Communicate with clients and internal teams to ensure timely tax filings. Utilize accounting software (QuickBooks, Xero, or similar). Maintain high attention to detail under tight deadlines. Qualifications: 2+ years in public accounting or tax preparation (required). CPA designation or progress toward CPA is a strong plus. Strong knowledge of U.S. GAAP and tax code. Ability to work independently and manage multiple deadlines. Strong communication skills and proficiency in cloud-based accounting platforms. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Job DescriptionDescription: The Branch Manager is responsible for the efficient operation of the branch office in which they are employed. They are also responsible for profits and losses of their branch. Key Responsibilities: Responsible for managing the team and personal production. Responsible for recruiting branch positions. Accountable for financial responsibility in partnership with Sales Leadership. Responsible for mortgage loan production, marketing, and sales performance. The Branch Manager shall operate the branch office in full compliance with all federal, state, city, and county laws which they are expected to have full knowledge of. Responsible for negotiating all Loan Officer employment agreements and employing all personnel thought Corporate Human Resources. Furnish for approval an Annual Operating Budget for the branch office setting forth anticipated income and itemized operating costs and will operate the branch office in compliance with approved operating budget. Branch Manager will have the authority to employ or terminate individuals for their branch, so long as it is in compliance with federal, state, city or county laws and Panorama Mortgage Group policies and procedures regarding such actions. Responsible for recruitment, training and supervision of Loan Officers and staff. Must solicit and procure loan applications, provide services in connection with same to facilitate and expedite their processing. Must attend all Manager meetings or have a valid excuse for not being able to attend. Perform other duties as assigned. Requirements: Education/Experience: High School Diploma or Equivalent The knowledge of the principles and theories Three (3) years prior management experience Proven experience in developing and leading a team of sales professionals within the mortgage industry. Ability to deliver effective results. Must be a licensed Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS), authorized to conduct business. Reliable transportation, valid driver's license, and current automotive insurance Sound judgment and decision-making skills. Ability to work under pressure and meet deadlines with minimal supervision. Excellent service skills Timely communication and response times according to department standards Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Job DescriptionDescription: The Loan Officer Assistant's primary role is to act as a liaison between Loan Officer, borrowers and operation departments. Assist with ensuring clear communication for a smooth closing transaction. Key Responsibilities: Assist loan officers in preparing loan packages, including gathering borrower financial information, ordering credit reports, appraisals, and title commitments, and coordinating loan closing with borrowers, real estate professionals and settlement agents. Answer phone calls and emails, respond to customer inquiries or concerns, and route correspondence to the appropriate party for resolution. Assist in the management of the loan process, including tracking loan status, reviewing loan documentation, and following up on missing or incomplete information. Order and track loan-related documents and reports, such as property inspections and title reports. Communicate with borrowers, real estate professionals, and settlement agents in a friendly, professional, and timely manner. Perform administrative tasks as requested, including filing, producing and distributing reports, scheduling meetings Performs other duties as assigned. Requirements: Education/Experience: A High School diploma or equivalent is required At least (2) years of related experience in loan operations or mortgage lending is preferred. Excellent communication and customer service skills. Strong organizational skills with the ability to multi-task and meet deadlines. Proficiency in Microsoft Office Suite and other computer applications. Ability to work independently and as a part of a team. Familiarity with loan origination software and loan procedures is a plus. Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state

Job DescriptionDescription: Ensure prompt and efficient service to assigned Mortgage Brokers. Manage assigned loan pipeline to ensure timely action, moving loans through the pipeline efficiently. Review appropriate conditions/documentation to guarantee that all underwriting requirements/conditions are satisfied prior to clear-to-closing. Key Responsibilities: P - Producer (Execution & Results): Manage pipelines for assigned Mortgage Brokers and ensure service standards are met Communicate status updates to brokers, including welcome calls and condition reviews Review loan documentation before Underwriting submission Complete Doc Prep checklist at CTC and move file into docs Evaluate file for ICD readiness Monitor aged loans for delivery or cancellation Point of contact for specialty products for our partners Broker training for specialty products A - Administrator (Process & Accuracy): Review and clear Mavent fails & alerts Ensure data integrity in Encompass Confirm accuracy of title, taxes, insurance, and lock details Monitoring lock reports Stay current on company guidelines and maintain compliance I - Integrator (Communication & Coordination): Serve as a point of contact for Brokers and internal teams Own the success of the file from submission to closing Maintain clear, consistent communication between brokers, underwriters, and funders Requirements: Education/Experience: Strong verbal and written communication skills Ability to provide outstanding customer service in fast paced environment Strong Encompass knowledge Thorough knowledge of TRID, ECOA and other regulatory requirements. Planning and organizational skills necessary to coordinate workload around multiple assignments Bachelor's degree in a related field is preferred, though equivalent experience will be considered Minimum of 3 years of experience in Mortgage industry Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). In-depth understanding of mortgage compliance regulations, including TRID. Professional, polished verbal and written communication skills. Ability to work collaboratively and maintain positive relationships with internal teams and external partners. Highly dependable, with the ability to meet deadlines and maintain consistent office hours. Exceptional attention to detail, ensuring accuracy in documentation and compliance with regulatory standards. Customer-focused, with a commitment to delivering exceptional service to all stakeholders in the loan process. 2-5 years of experience in mortgage loan processing or underwriting 2-5 years of experience working in a production residential lending environment Non-QM Lending Experience a plus Travel: As needed travel to meet business needs. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant

Assurance Manager - Remote Who: An experienced CPA with 5+ years of public accounting experience in audit and SSARS engagements. What: Lead and perform quality reviews, support audit methodology initiatives, assist with training and data analytics, and contribute to continuous improvement efforts. When: Full-time remote opportunity available now. Where: Fully remote position within a confidential firm. Why: To play a key role in elevating audit quality, supporting firm-wide initiatives, and shaping the success of the Assurance practice. Office Environment: Supportive, collaborative, solution-focused, and committed to professional excellence. Salary: Competitive and based on experience. Position Overview: The Assurance Manager will support the Professional Services team by conducting independent quality reviews, contributing to audit methodology enhancements, assisting with training initiatives, and supporting data-driven risk management decisions. This role is ideal for someone with strong audit expertise, conceptual thinking skills, and a desire to influence firm-wide quality initiatives in a fully remote environment. Key Responsibilities: - Conduct independent quality reviews for audits, AUPs, and SSARS (reviews, compilations, preparations) engagements to ensure consistent application of methodology and standards. - Support strategic initiatives related to assurance methodology and quality management. - Evaluate methodology changes and ensure compliance with industry standards and firm practices. - Assist in gathering and analyzing data to identify risks and support resource allocation decisions. - Participate in departmental initiatives and special projects as needed. Qualifications: - CPA certification required. - Minimum 5 years of public accounting experience in audit and SSARS. - Industry experience in government, single audit, not-for-profit, construction, or healthcare preferred. - Strong project management skills with the ability to balance multiple priorities in a fast-paced environment. - Excellent analytical and conceptual thinking skills with sound judgment. - Self-starter with the ability to work independently and influence change. - Strong written and verbal communication skills and willingness to support team objectives beyond assigned tasks. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Job DescriptionDescription: The Inside Loan Officer's primary role is to source, qualify and originate mortgage loans for Panorama Mortgage Group. Key Responsibilities: Monitor loan pipeline through Lenders Office. Attend weekly sales meetings. Take information from the prospective borrower and complete the loan application form. Analyze the prospective borrower's income and debt and pre-qualify the prospective borrower to determine the maximum mortgage amount that the prospective borrower can afford. Perform basic office functions including taking phone calls, scheduling meetings for loan officers, and making copies. Stack file for processing. Educate the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available and demonstrating how closing costs and monthly payments could vary under each product. Maintain regular contact with the borrower, realtors and the Company between the time of the application and closing to apprise them of the status of the application and gather any addition information. Assist in collecting missing documentation for completion of loan files from borrowers. Determine whether the property is in a flood area, where required by the Company. Attend the closing of the mortgage loan, if requested by the company. Under no circumstances shall the Inside Loan Officer be compensated greater than the amount negotiated in the Inside Loan Officer Compensation Agreement. Able to comply with the policies and procedures outlined in the Company Handbook Perform other duties as assigned. Requirements: Education/Experience: Must have a current license through NMLS and be in good standing Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA Knowledge of the principles and theories Two (2) years prior mortgage or mortgage banking experience Ability to deliver effective results and to meet deadlines History of exceeding sales goals Reliable transportation, valid driver's license and current automotive insurance Sound judgment and decision-making skills Ability to work under pressure and meet deadlines with minimal supervision Excellent phone and service skills Timely communication and response times according to department standards Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant.

Senior Tax Manager - Chicago, IL (Remote) Who: An experienced tax professional with 8+ years of high-net-worth individual tax review and planning experience and strong leadership skills. What: Provide tax compliance, consulting, planning, and technical review services for internal individual clients while managing engagements and client relationships. When: Full-time position available immediately. Where: Fully remote role. Why: To continue growing your tax career in a leadership role without a traditional busy season, supported by a firm that values flexibility, development, and work/life balance. Office Environment: Remote, collaborative, well-supported environment with consistent hours and strong professional-development programs. Salary: $122,300 to $231,870 depending on experience, qualifications, and geographic location. Position Overview: This internal role focuses on providing U.S. individual tax preparation, planning, and consulting services to firm leadership, offering the opportunity to advance your tax career while enjoying a balanced schedule and limited seasonal peaks. Key Responsibilities: ● Provide comprehensive tax compliance and consulting services to internal clients. ● Perform technical reviews of complex individual tax returns and supporting documentation. ● Lead multiple engagements delivering proactive tax planning and strategic guidance. ● Apply new technical developments to complex client scenarios. ● Serve as the primary point of contact for approximately 75 clients. ● Participate in firmwide learning programs to support ongoing professional growth. ● Mentor and develop staff through coaching aligned with the firm's Care and Teach philosophy. Qualifications: ● Bachelor's degree in accounting, law, or related business field; master's or advanced degree preferred. ● Active CPA required. ● 8+ years of experience in tax planning and review for high-net-worth individuals. ● Multi-state individual tax compliance experience, including composite, withholding, and pass-through entity tax. ● Background in federal compliance and consulting within a professional services firm. ● 2+ years of supervisory, mentoring, or coaching experience preferred. ● Strong management, organizational, analytical, communication, and project-management skills. ● Proficiency with CCH Axcess, PDFlyer, and Microsoft Office tools. ● Eligibility to work in the U.S. without sponsorship preferred. If you're interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.

Senior Tax Accountant / Tax Supervisor - REMOTE (Atlanta based CPA Firm) Who: A highly skilled tax professional with 4-8 years of public accounting experience. What: Manage and execute complex tax engagements while contributing to strategic advisory and potentially business development. When: Hiring immediately to support continued firm growth and expanded advisory offerings. Where: REMOTE Why: Growing client demand and succession planning are creating the need for experienced senior-level leadership. Office Environment: Tech-forward, collaborative, and client-centric with a paperless workflow and modern processes. Salary: $95,000-$110,000 with top-end up to $120,000 +/- for CPA-qualified candidates with advisory experience. Position Overview: An Atlanta-based boutique CPA and advisory firm is seeking a Senior Tax Accountant / Tax Supervisor to lead high-level tax engagements and provide trusted advisory support to business owners and high-net-worth individuals. This is a career-path role with the potential for expanded responsibilities in client management, mentoring, and firm development. Key Responsibilities: ● Independently prepare and review complex tax returns (individual, corporate, and partnerships) ● Provide advisory support across succession, estate, and retirement planning ● Manage client relationships with a proactive, service-oriented approach ● Mentor junior staff and contribute to internal knowledge-sharing ● Engage in business development and client acquisition activities (if at the upper end of experience range) ● Monitor evolving tax legislation and apply insights to client strategies Qualifications: ● Bachelor's degree in Accounting (CPA preferred or in progress) ● 4-8 years of relevant tax experience in public accounting ● Strong technical skills in tax compliance, research, and planning ● Excellent client communication and team leadership abilities ● Proficiency in QuickBooks, Microsoft Office, and UltraTax (or similar) ● Organized, tech-savvy, and confident in a dynamic, small-firm environment