Compliance Specialist - Tax Credit at Flaherty & Collins Properties in terre haute, Indiana

Job Description:

Multiple Site Tax Credit Compliance Specialist

Department: Property Management

Location:  St. Mary’s of the Woods, Miller Parrott, Historic Sullivan Lofts

Summary of Role: As a Multiple Site Compliance Specialist, you will be responsible for all compliance-related items for the designated portfolio.

Key Responsibilities:

• Process applications for move-in, including obtaining all required documents, verifications & certifications.  Obtain approval from Compliance Department prior to move-in.


• Ensure move-in documentation including signed lease and tenant income certification are filed in order and resident folder is placed in filing cabinet.


• Process recertifications, including obtaining all required documents, verifications & certifications.  Obtain approval from Compliance Department for all 3rd party recertifications.


• Generate recertification leases & tenant income certification and obtain resident signatures.


• Ensure recertification documentation including signed lease and tenant income certification are filed in order and resident folder is placed in filing cabinet.


• Process & distribute all resident recertification notices.


• Complete event tracking monthly and submit on or before the due date.


• Maintain waiting list.


• Prepare & submit files to Compliance for State, Investor & Financial Auditor Reviews. 


• Obtain and submit corrections to Compliance for any requested items.


• Ensure Affordable Housing Policies & Procedures are followed.

Work Values:

• 
  Diligent: 100% responsibility. Proactive mindset and always proceeds with strategy in mind. Committed to delivering high-quality results through meticulous effort, dedication, and a strong work ethic.


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  Integrity: Honesty in actions and words, practices vigorous authenticity. Acting with integrity and maintaining ethical conduct, valuing honesty, transparency, and fairness in all interactions with internal leadership, colleagues, and external partners.


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  Humbly Confident: Demonstrates a unique blend of humility and self-assuredness, with the ability to openly collaborate and communicate effectively with clarity, respect, and empathy.


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  Respectful Team Player: Commitment to organizational goals, values teammates, respects others' leadership, and embraces collective success.


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  Winning Mindset: Winners never settle be passionate and stay hungry. Celebrates others' successes and embraces failure as stepping-stones. Invested in individual growth and professional development.

Key Competencies and Skills:

• 
  Computer Proficiency: Ability to navigate and utilize company-specific software and systems. Proficient in Microsoft Office Suite and property management software (RealPage). 


• 
  Adaptive Capacity: Respond positively to change by embracing and using new practices.  Adjusts behaviors or methods when necessary to achieve objectives.


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  Communication: Using language, verbal and written, to share and collect information, exchange ideas, and openly explore a variety of perspectives while being flexible to adjust style and content to each unique person, audience, and situation.


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  Critical Thinking: Demonstrate ability to analyze, synthesize, and apply information to solve problems.


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  Customer Focused: Makes all decisions with the impact on customer success and/or satisfaction in mind.


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  Decision Making – Judgement: Consider the relative costs and benefits of potential actions to choose the more appropriate one. Forming conclusions and making decisions based on observable facts and logical processes.


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  Planning & Organizing: Coordinates details for effective plans, accounting for small details. Ability to handle multiple tasks/priorities.


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  Serve Others: Actively looking for opportunities to meet the needs of others. Ability to prioritize the needs of multiple sites and support tasks to completion.  

Qualifications:

• High School diploma required


• Associate's degree or above preferred


• 2+ years of multifamily compliance experience preferred