Recertification Specialist

Phipps Houses•New York, NY

About The Position

The Recertification Specialist processes annual and interim recertifications in accordance with HUD, LIHTC, Section 8, and company policies. The role prepares notices and certification packets, schedules resident interviews, verifies eligibility documentation, calculates household income and rent, and ensures certifications are completed accurately and by regulatory deadlines. The specialist manages assigned caseloads and tracks pending recertifications using the Nan McKay recertification tracking system, following up with residents for required documents and monitoring reports for upcoming, overdue, or incomplete certifications. The position administers HUD Enterprise Income Verification (EIV) reports, investigates discrepancies, documents reviews and follow-up actions, and maintains compliance with HUD EIV policies and record-retention requirements. It keeps resident files complete and audit ready, monitors due dates, corrects deficiencies, and supports Management and Occupancy Reviews, NSPIRE inspections, investor audits, and agency compliance reviews. The specialist communicates recertification requirements and program regulations to residents, responds to questions about eligibility, income verification, and rent calculations, and provides professional, courteous service while protecting confidentiality. The role maintains resident information and certification records in Yardi Voyager, generates compliance and tracking reports, and maintains electronic and paper files. It collaborates with property, compliance, and regional management and site staff, supports audits and inspections, and assists with special compliance projects. Phipps Houses and Affiliates offers full-time employees a benefits package that includes a 401(k) match, company-paid vision and life insurance, paid time off, paid holidays, employee recognition and referral programs, learning and development resources, and opportunities for advancement. Applicants must be authorized to work for any U.S. employer; visa sponsorship is not available.

Requirements

  • High school diploma or GED equivalency.
  • Three or more years of experience in low-income, senior, or housing-related programs.
  • COS certification for HUD programs.
  • Ability to accurately and consistently maintain logs and write reports.
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook.

Nice To Haves

  • Knowledge of Yardi/Voyager software.
  • Bilingual Spanish skills.
  • Experience with property management software, especially Yardi.

Responsibilities

  • Process annual and interim recertifications under HUD, LIHTC, Section 8, and company policies.
  • Prepare and distribute recertification notices within regulatory timeframes.
  • Schedule resident appointments and conduct interviews to collect required information.
  • Verify household income, assets, employment, student status, and other eligibility documentation.
  • Calculate household income and tenant rent in accordance with HUD and LIHTC requirements.
  • Prepare complete certification packets for review and approval and ensure certifications are accurate and timely.
  • Manage assigned recertification caseloads using the Nan McKay tracking system and follow up on pending certifications, documentation, and resident communications.
  • Monitor Nan McKay reports for upcoming, overdue, and incomplete recertifications and contact residents to obtain outstanding documentation.
  • Run and review required HUD EIV reports, investigate and resolve discrepancies, document reviews and follow-up, and comply with EIV and record-retention policies.
  • Maintain complete, accurate, audit-ready resident files and compliance with HUD, LIHTC, Section 8, and Fair Housing regulations.
  • Monitor recertification due dates and maintain certification tracking reports.
  • Correct file deficiencies identified in internal audits or compliance reviews.
  • Assist with Management and Occupancy Reviews, NSPIRE inspections, investor audits, and agency compliance reviews.
  • Explain recertification requirements and program regulations to residents and respond to questions about eligibility, income verification, and rent calculations.
  • Follow up with residents about missing documentation and deadlines while providing courteous service and maintaining confidentiality.
  • Maintain accurate resident information in Yardi Voyager, update certification status and notes, and upload required documentation.
  • Generate compliance, occupancy, and recertification tracking reports and maintain electronic and paper resident files.
  • Collaborate with Property Managers, Compliance, Regional Management, and site staff to obtain documentation and resolve certification issues.
  • Provide support during audits and inspections and assist with special compliance projects as assigned.

Benefits

  • 401(k) match
  • Company-paid vision and life insurance
  • Competitive paid time off
  • Paid holidays
  • Employee recognition and referral programs
  • Access to learning and development resources
  • Opportunities for advancement and promotion from within
  • Wellness programs
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