Compliance Specialist, Administrative​/Clerical

Overview

The Compliance Specialist is a professional position responsible for ensuring compliance with all applicable rules and regulations associated with each assigned community. The Compliance Specialist works closely with team members and residents in supporting Walton’s vision and mission. This person is comfortable thinking outside the box and looks for ways to make it better.

• Application Process
  • Audit each completed applicant file submitted by leasing consultant to ensure that applicant meets all tax credit qualifications prior to the applicant moving into the community
  • Create and review renewal spreadsheets with property manager for decisions regarding non-renewal and rent increases
  • Follow compliance procedures making sure renewal letters are sent out 120, 90, 60, and 30 days prior to lease expiration
  • Maintain excel spreadsheets for lease expirations
  • If the resident fails to complete the recertification paperwork within 30 days of their lease expiration, contact the resident and schedule an appointment to complete the necessary paperwork
  • Verify all recertification paperwork: employment verifications, clarify any changes for all income (child support, SSI, etc.), verify student status, collect all supporting documentation, etc. Review previous year’s paperwork for any inconsistencies
  • Once the recertification application paperwork is complete, complete TIC and renew in Yardi. Assist leasing team in sending proper notifications to resident
  • Organize all recertification files after the lease is signed and prior to monthly audit including making sure all necessary forms are notarized
• Audit Process
  • Correct any outstanding items that were/are listed on audit and schedule appointments with residents for corrections, if necessary
  • All files must be completed in a timely manner
• General Responsibilities
  • Be willing to teach/coach/mentor on site team members
  • Enter all required information into Emphasys. If applicable to community, assist in monitoring EIV
  • Verify student status on any resident who is part time status. This must be done quarterly
  • Report non-compliance issues to management as soon as possible
  • Be willing to learn and manage all aspects of compliance and affordable housing
  • Make sure all move-in/recertification TICs have been entered into Yardi once the manager has reviewed the file
• General Office Duties
  • When needed, handle all resident requests in a prompt, courteous manner
  • Participate in resident activities and functions

• Education &
  
  Certifications:
  
  Tax Credit certifications a plus
• Experience: Excel Spreadsheet, Microsoft Office, property management
• Core Competencies: Positive attitude, dependable, honest, eager to learn, a willingness to extend yourself to serve the needs of others, creative, relationship skills, team player, ability to multi-task in a fast-paced environment, flexible, strong verbal & written communication skills, problem solver, attention to detail