Compliance and Leasing Specialist

Abode • San Jose, CA

2d • $29 - $36 • Hybrid

About The Position

The Compliance & Leasing Specialist has the primary responsibility of projects that are in strict compliance with all applicable local, state, and federal rules and regulations set forth by the agency and its affiliates, HUD, Tax Credit, investors, partnership agreements, and other local regulatory bodies. The position is responsible for general compliance duties including internal file audits, submitting funder reports, enforcing compliance policies and procedures, and serving as compliance support to property staff. The position also has primary responsibility for lease-up activities for new property openings and property takeovers.

Requirements

• High school diploma or equivalent (GED) required.
• 3 years' experience working with tax credit and/or affordable housing, as well as leasing and marketing.
• Valid and current Tax Credit Certification (TCS) or greater, or the ability to successfully attain certification, within three months of hire date.
• Reliable transportation or access to a vehicle is required to work in an office, attend in-person meetings, and offsite events.
• Excellent verbal and written communication, organizational, and time management skills.
• Strong analytical and problem-solving skills with meticulous attention to detail.
• Ability to work well independently and collaboratively with teams.
• Experience working with tax credit and other local affordable housing program rules and regulations.
• Ability to meet the geographic range of the position. Position requires frequent travel to properties throughout the assigned areas of responsibility. During an active lease-up, an average of three days per week in a physical office/property. Otherwise, 1-3 days per week depending on in-person internal file audit needs at the properties.
• Proficiency in Microsoft Office programs, systems, property management software (YARDI or similar) and platforms.
• Ability to learn and use required mobile devices and business-related applications.
• Outstanding communication skills and high degree of emotional intelligence, cultural humility, with a proven track record of building and maintaining effective relationships with a wide variety of internal and external contacts.

Responsibilities

• Completes internal file audits, both electronic and hard copy, and ensures compliance with regulatory agreements, partnership agreements, resident selection criteria, marketing plan and other program requirements.
• Issues Property Memos with internal file audit results. Identify, follow-up, and work through potential compliance issues with the site team. Provides thorough communication and tracking logs to follow-up on file deficiencies to ensure correction and/or request resident files as needed for audits.
• Reviews and monitors changes to regulatory and reporting requirements of funders and governmental agencies for the organization’s portfolio of housing.
• Provides information necessary to the Property Management team and Asset Management team to ensure timely completion of all compliance related reports to regulatory agencies, investors, and partners.
• Prepares regular property compliance reports for senior leadership based on key performance indicators.
• Coordinates with other Compliance Specialists for the review and approval of applicant files and file setup to ensure compliance with applicable affordable programs for initial move-ins.
• Review regulatory documents, contracts, and so forth to develop the Compliance Matrix.
• Prepare draft regulatory documentation, including the Resident Selection Criteria, the Affirmative Fair Housing Marketing Plan (AFHMP), Marketing Plan, Lease-up Timeline, and Lease-up Tracker.
• Monitor lease-up tracker, update regularly depending on the phase of the lease-up, and ensure accuracy.
• Attend and actively engage in lease-up meetings (internally and with external partners) regarding leasing and compliance related topics.
• Acts as a liaison with external partnerships during lease-up planning activities and until lease-up completion.
• Orient Property Management site staff to lease & compliance needs of the site during and post lease-up. Ensure transfer of information and knowledge regarding lease-up activities and post lease-up requirements.
• Coordinate with the other teams' members on property set-up in property management software.
• Manage marketing efforts, such as waitlist set-up and launch, as well as partnerships with referring agencies.
• Prepare draft Vacancy Workflow for applicant processing steps, which includes referral process, application process, and denial process.
• Process applicants per the Vacancy Workflow for assigned lease-up and works collaboratively with the on-site Property Management team to ensure the building is fully occupied and in compliance with various local, state, and federal programs.
• Reviews applicant files for accuracy and compliance with rental amounts, income limits, utility allowances and specific project regulatory requirements, partnership agreements, and other program requirements for initial move-in.
• Submits applicant/resident files to tax credit syndicators, or other required entity, as required.
• Other duties as assigned.

Benefits

• 100% paid health, vision, and dental options
• 19 PTO days & 12 Holidays per year
• Voluntary benefits: FSA, EAP, Commuter Checks, Life Insurance, Legal, and more
• 3% retirement match/contribution
• Professional Development Trainings and Opportunities, Leadership Academy Programs, and All Staff Events

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED