The CalAtlantic Group

Financial Services Trainer

Job ID
CalAtlantic Mortgage
Charlotte, NC


Be a part of CalAtlantic Group, Inc. where building the dream of home from coast to coast is our mission. Our culture is established from great leadership and dynamic teams across the country, driven to become the preferred builder of choice for customers, employees and shareholders. As the nation’s fourth largest residential homebuilder, CalAtlantic Homes proudly operates in 19 states serving 43 major markets. As a talented organization with a long proven history of success, CalAtlantic provides you the opportunity to join this outstanding team in the new homebuilding industry.


This position will be located in our East Operations Center in Charlotte, North Carolina.  The qualified candidate will train CalAtlantic Financial Services’ employees on company processes and current regulatory policy, equipping both new and existing employees with the knowledge and skills necessary to effectively perform their jobs.


Heavy focus on coaching, mentoring, supporting, developing and training new employees on best practices for their area of discipline which may include loan processors, loan officers, underwriters, escrow processors as well as entry level positions.


Responsibilities include:

  • Create training programs for new and/or existing employees with the goal to have every new hire fully trained and working independently within 90 days of hire.
  • Work with Encompass Trainer to identify training needs of new employees after Encompass training is completed.
  • Own and manage training of all new hires until employee is ready to work independently and transition to department management.
  • Help identify the training needs of existing employees and communicate feedback to the Managers.
  • Schedule regular meetings to train on industry specific issues, as identified by the Managers and Training Manager.
  • Work with the Managers to target individuals who need additional training, or compliance to processes.
  • Work with Management to enforce best practices.
  • Train on company and departmental procedures, and on the regulatory policies that will regularly impact their work.
  • Prepare and evaluate file reviews for a specific timeframe for new hires. Once released, employee will assume all responsibilities for new position.
  • Assist Encompass Trainer and Manager, as needed, with training existing employees on procedural changes, or regulatory policy changes that will impact their work.   
  • Serve as a troubleshooting resource for new employees.
  • Assist the Managers in putting together the procedures for their departments, and ensure the procedures manuals are kept up-to-date.
  • Participate in ongoing outside workshops, seminars and training to enhance skills, to remain abreast of software/system enhancements, and to gather knowledge that will further strengthen the training program.
  • Assist with all other special tasks and projects as directed by management.
  • Be familiar with and at all times comply with the Company’s Code of Business Conduct and Ethics, the Company’s Employee Handbook and all other Company policies and procedures, as each may be in effect from time to time.
  • Do not engage in any fraud, misrepresentations, or any other illegal activity.


Candidates Will Need to Meet the Following Qualifications:

  • 4-year college degree or equivalent work-related experience.
  • 5 years minimum work experience in loan processing and originations, builder environment a plus.
  • Previous training and development experience, a plus.
  • Extensive knowledge of FHA/VA, FHLMC/FNMA guidelines and federal regulatory requirements.
  • TRID, RESPA knowledge helpful.
  • Exceptional computer skills (i.e., MS Office a plus, all AUS systems, LOS systems – Encompass preferred), including ability to quickly master new software and systems.
  • Position requires moderate travel and over-night stays.
  • Strong interpersonal skills.
  • Strong analytical skills.
  • Ability to multi-task.


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