Cesar Chavez Foundation
Affordable Housing Compliance Specialist
Cesar Chavez Foundation, Fresno, California, United States, 93650
Summary
The Compliance Specialist reports to the Compliance Director and is responsible for all aspects relating to replacement reserve management, program-based marketing obligations, evaluation of rents (maximization and compliance), reporting (internal/external recipients), compliance monitoring (program/building/physical compliance), lease-up support, including onsite income certification processing, provides property compliance support as needed, assists with special projects (travel to another site or remote as assigned), and provides training support/technical assistance/guidance, etc. The Compliance Specialist acquires and maintains advanced-level capacity for compliance monitoring of various affordable housing programs, including, but not limited to, the Low-Income Housing Tax Credit (LIHTC) program, HUD programs (VASH, Section 8, 202 PRAC), Bond, HOME, AHP, MHP, HCD programs, various special needs housing programs, etc. The role requires travel up to 50% of the time and availability to travel to all locations where the organization conducts business, including out-of-state locations and extended stays. A valid driver’s license and satisfactory motor vehicle record are required; candidates must be eligible to drive in both California and Arizona and meet the organization’s vehicle-use and insurance requirements. Essential Duties & Responsibilities
Perform all functions using various software programs/applications, including, but not limited to, Microsoft Office (Word, Excel, Outlook), Adobe Pro, Yardi, Smartsheet, etc. Maintenance of the Replacement Reserve log through Smartsheet, external systems as applicable, and related functions. Maintenance of the Reporting Log through Smartsheet and other internal systems as assigned. System maintenance for tasks and functions (e.g., Smartsheet, Yardi), including audit archives, data logs, spreadsheets, attachment logs, dashboards, anticipated audit logs. System administration is completed under the guidance of compliance management and internal policy. Assist the Compliance Management team with workflow development, workflow management, tracking systems, tools, and centralization of resources. Management of replacement reserve processes, data collection, analysis of acceptability, processing of requests, third-party approvals, adherence to property/program-specific requirements, tracking, and record retention. Assist with evaluations of tenant rents (max rent analysis for unsubsidized units, HCV contract rents, and HAP), ensure compliance with rental rules and utility allowances; develop discovery reports with recommendations and implement corrective action under guidance of the Compliance Director. Oversee program-based marketing obligations, including property/occupancy registrations with monthly updates, development of AFHMP, distribution of affirmative marketing, and monitoring of marketing efforts; coordinate with property management to resolve issues and track corrective actions to completion. Provide assistance with third-party reporting obligations (investor, lender, regulatory agency); manage internal reporting items, oversee tracking systems, and collaborate with team members to collect/evaluate information; oversee corrective action processes and monitor tasks through completion. Conduct monitoring for program compliance per established frequency/rules; perform monthly, quarterly, semiannual, and annual reviews, including targeted risk reviews, rent analysis, and QA. Provide onsite and remote lease-up support, including eligibility/occupancy review and approval, applicant/tenant file processing, third-party verification, digital record management, and first-year file clearance processes. Provide training, technical assistance, guidance, and support on special projects to property staff; assist with training efforts for other team members and property management personnel. Travel to properties across the portfolio for special projects as assigned, including recertifications and occupancy improvements. Engage in extensive reading/analysis of regulatory literature, program rules, and policies; review regulatory agreements and financing documents for obligations and monitoring requirements; enforce compliance as directed. Maintain advanced capacity for monitoring various affordable housing programs (LIHTC, HUD, Bond, HOME, AHP, MHP, HCD, etc.), including eligibility, physical standards, project rules, waiting lists, marketing, and tenant-related requirements. Participate in meetings, evaluations, and goal-setting; perform other tasks as assigned. Supervisory Responsibilities
Prompt and effective communication of high-risk or critical matters to the compliance management team; monitor reserve needs with Asset Management/Property Management/Financial Management and/or third parties; collaborate to ensure reserve processing meets needs; forecast external monitoring reviews and prepare for growth. Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The role requires advanced knowledge of compliance monitoring across applicable affordable housing programs and the ability to travel as needed. Novogradac Property Compliance Certification (NPCC) within two months in the role. Certified Occupancy Specialist Advanced (COSA) & Tax Credit Specialist Advance (TCSA) within six months. Enterprise Income Verification Specialist (EIVS) within nine months. Blended Occupancy Specialist (BOS) and MOR Specialist (MORS) within twelve months. Housing Credit Certified Professional (HCCP) within twenty-six months. The role requires proficiency in Adobe Pro and Microsoft Office, strong written/verbal communication, multitasking, attention to detail, and ability to work with complex compliance systems (Smartsheet, Yardi, HUD Secure Systems, etc.). Education And/or Experience
A minimum of four years of college education/technical training, or four years of relatable experience; equivalent combinations are acceptable. Five years or more of related experience or experience in an affordable housing program is preferred. Professional designations (HCCP, NPCC, COSA) are highly preferred; experience with Smartsheet or Yardi is preferred. Wage
$67,000 - $70,000 DOE EE Type
Hourly / Full-Time / Non-Exempt Shift
M-F / 8 am - 5 pm Equal Opportunity Employer, including disabled and veterans.
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The Compliance Specialist reports to the Compliance Director and is responsible for all aspects relating to replacement reserve management, program-based marketing obligations, evaluation of rents (maximization and compliance), reporting (internal/external recipients), compliance monitoring (program/building/physical compliance), lease-up support, including onsite income certification processing, provides property compliance support as needed, assists with special projects (travel to another site or remote as assigned), and provides training support/technical assistance/guidance, etc. The Compliance Specialist acquires and maintains advanced-level capacity for compliance monitoring of various affordable housing programs, including, but not limited to, the Low-Income Housing Tax Credit (LIHTC) program, HUD programs (VASH, Section 8, 202 PRAC), Bond, HOME, AHP, MHP, HCD programs, various special needs housing programs, etc. The role requires travel up to 50% of the time and availability to travel to all locations where the organization conducts business, including out-of-state locations and extended stays. A valid driver’s license and satisfactory motor vehicle record are required; candidates must be eligible to drive in both California and Arizona and meet the organization’s vehicle-use and insurance requirements. Essential Duties & Responsibilities
Perform all functions using various software programs/applications, including, but not limited to, Microsoft Office (Word, Excel, Outlook), Adobe Pro, Yardi, Smartsheet, etc. Maintenance of the Replacement Reserve log through Smartsheet, external systems as applicable, and related functions. Maintenance of the Reporting Log through Smartsheet and other internal systems as assigned. System maintenance for tasks and functions (e.g., Smartsheet, Yardi), including audit archives, data logs, spreadsheets, attachment logs, dashboards, anticipated audit logs. System administration is completed under the guidance of compliance management and internal policy. Assist the Compliance Management team with workflow development, workflow management, tracking systems, tools, and centralization of resources. Management of replacement reserve processes, data collection, analysis of acceptability, processing of requests, third-party approvals, adherence to property/program-specific requirements, tracking, and record retention. Assist with evaluations of tenant rents (max rent analysis for unsubsidized units, HCV contract rents, and HAP), ensure compliance with rental rules and utility allowances; develop discovery reports with recommendations and implement corrective action under guidance of the Compliance Director. Oversee program-based marketing obligations, including property/occupancy registrations with monthly updates, development of AFHMP, distribution of affirmative marketing, and monitoring of marketing efforts; coordinate with property management to resolve issues and track corrective actions to completion. Provide assistance with third-party reporting obligations (investor, lender, regulatory agency); manage internal reporting items, oversee tracking systems, and collaborate with team members to collect/evaluate information; oversee corrective action processes and monitor tasks through completion. Conduct monitoring for program compliance per established frequency/rules; perform monthly, quarterly, semiannual, and annual reviews, including targeted risk reviews, rent analysis, and QA. Provide onsite and remote lease-up support, including eligibility/occupancy review and approval, applicant/tenant file processing, third-party verification, digital record management, and first-year file clearance processes. Provide training, technical assistance, guidance, and support on special projects to property staff; assist with training efforts for other team members and property management personnel. Travel to properties across the portfolio for special projects as assigned, including recertifications and occupancy improvements. Engage in extensive reading/analysis of regulatory literature, program rules, and policies; review regulatory agreements and financing documents for obligations and monitoring requirements; enforce compliance as directed. Maintain advanced capacity for monitoring various affordable housing programs (LIHTC, HUD, Bond, HOME, AHP, MHP, HCD, etc.), including eligibility, physical standards, project rules, waiting lists, marketing, and tenant-related requirements. Participate in meetings, evaluations, and goal-setting; perform other tasks as assigned. Supervisory Responsibilities
Prompt and effective communication of high-risk or critical matters to the compliance management team; monitor reserve needs with Asset Management/Property Management/Financial Management and/or third parties; collaborate to ensure reserve processing meets needs; forecast external monitoring reviews and prepare for growth. Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The role requires advanced knowledge of compliance monitoring across applicable affordable housing programs and the ability to travel as needed. Novogradac Property Compliance Certification (NPCC) within two months in the role. Certified Occupancy Specialist Advanced (COSA) & Tax Credit Specialist Advance (TCSA) within six months. Enterprise Income Verification Specialist (EIVS) within nine months. Blended Occupancy Specialist (BOS) and MOR Specialist (MORS) within twelve months. Housing Credit Certified Professional (HCCP) within twenty-six months. The role requires proficiency in Adobe Pro and Microsoft Office, strong written/verbal communication, multitasking, attention to detail, and ability to work with complex compliance systems (Smartsheet, Yardi, HUD Secure Systems, etc.). Education And/or Experience
A minimum of four years of college education/technical training, or four years of relatable experience; equivalent combinations are acceptable. Five years or more of related experience or experience in an affordable housing program is preferred. Professional designations (HCCP, NPCC, COSA) are highly preferred; experience with Smartsheet or Yardi is preferred. Wage
$67,000 - $70,000 DOE EE Type
Hourly / Full-Time / Non-Exempt Shift
M-F / 8 am - 5 pm Equal Opportunity Employer, including disabled and veterans.
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