The Lead Compliance Specialist is responsible for coordinating and overseeing compliance for a portfolio of Bellwether buildings, providing support and guidance to Compliance Specialists and Site Managers to meet compliance due dates and problem solve. The Lead will conduct new hire onboarding training and regular all staff training, assist with developing and refining policies and procedures for Bellwether compliance, interpret regulatory agreements, and interface with funding agencies. The Lead Compliance Specialist will work in a manner that advances the organizational and departments values and goals, including establishing and maintaining a collaborative, ambitious, engaged, and mission-driven organizational culture.
Coordinate and Oversee Portfolio Compliance
· Apply knowledge of the regulatory agreements and program requirements that exist between Bellwether and city, state, and federal funding sources while performing job duties, including the LIHTC and HUD programs
· Coordinate and oversee timely income recertification of residents in all properties, including creating and maintaining the quarterly tracking for site staff. Manage the review and completion of recertifications for a designated portfolio. Monitor and support Compliance Specialists in maintaining recertification compliance for their designated portfolios. Ensure Site Managers are equipped with the necessary tools and proper forms to complete household certifications, providing support and direction when needed.
· Oversee initial eligibility of applicants for a portfolio of buildings, according to funder and Bellwether requirements, including preparation of the Household Eligibility Certification (HEC). Use affordable housing income calculation knowledge for processing and decision-making.
· Assist Compliance Manager, as needed, in conducting second reviews of initial move in files.
· Perform required compliance tracking and data entry, including maintaining application and recertification status spreadsheets and household compliance data in Yardi
· Assist Compliance Manager with monitoring and maintaining compliance systems for accuracy, including the compliance matrix, Yardi property setup and WBARS.
· Assist Compliance Manager with monitoring HUD program oversight, including wait lists and income targeting.
· Complete annual funder reporting in WBARS combined funder reporting system, ensuring parity of information between Yardi and compliance income and unit set aside restrictions. Compile resident file submissions and supplemental reporting materials.
· Monitor external funder regulations for updates and clarifications. Work in collaboration with Director of Property Management and Compliance Manager to develop and update policies and procedures in the Operations Manual and Compliance Manual.
· Prepare and review resident eligibility files for audits by external funders. Assist Compliance Manager in drafting audit responses.
· Reports to and follows direction from the Compliance Manager.
Training & Development
· Coordinate and facilitate new hire and ongoing training for all property management staff, ensuring training materials are kept up to date and current.
· Mentor and support compliance specialists in their role, assisting Compliance Manager in assessing skills gaps.
· Contribute to and participate as a member of the Property Management team to troubleshoot problems as they arise and suggest/initiate procedural changes as needed.
· Collaborate with the Development and Property Management departments during the development of new projects, including review of regulatory agreements prior to execution and input on leasing strategies and benchmarks.
· Compile monthly and quarterly performance benchmarking reports for Property Management team to assist in identifying training needs for staff.
· Act as the Organization Administrator for the WBARS web-based reporting system.
· Monitor Bellwether screening policies and procedures in accordance with fair housing laws and funder regulatory agreements, making appropriate changes in collaboration with the Property Management team.
Self & Team Development:
· Contribute and participate on Property Management Leadership team to troubleshoot problems as they arise and suggest/initiate procedural changes as needed.
· Embody Bellwether values of respect, integrity, community, and excellence in your work. Promote a culture of trust, mutual support, and accountability.
· Champion and cultivate an inclusive and equitable work environment.
· Maintain confidentiality of applicant and resident information.
· Work together with all Bellwether coworkers to learn effectively from and with each other, and to incorporate the lessons learned.
· High school diploma or GED.
· 5 years prior affordable housing occupancy compliance experience that demonstrates knowledge of initial and annual certification process, including calculating household income for eligibility, and knowledge of annual funder reporting.
· Proficient in compliance activities required by Section 42 Tax Credits, HOME, HUD and public funding, with the following certifications: Certified Occupancy Specialist (COS), Spectrum Certified Credit Compliance Professional (C3P), or equivalent.
· Excellent written and verbal communication skills. Ability to communicate clearly and concisely, both orally and in writing.
· Must be organize and task oriented with strong attention to detail; able to work in a fast-paced, team-oriented environment with multiple deadlines, and adapt readily to changing priorities.
· Ability to successfully manage projects, delegate tasks to others and monitor progress.
· Ability to always exercise discretion and confidentiality at all times.
· Exceptional customer service aptitude, including problem-solving skills and the ability to respond quickly and tactfully to customer requests.
· Great interpersonal skills to apply in diverse working situations with a variety of coworkers.
· Ability to understand, interpret, and apply complex funder regulatory requirements, departmental policies and procedures.
· Experience applying fair housing laws and local landlord/tenant laws.
· Collaborative leadership style and effective team builder
· Dependable, self-motivated, and organized individual skilled at multi-tasking, meeting deadlines, and producing high quality work.
· Proficient in Microsoft Office applications, specifically Excel, Word, and Outlook.
· Bachelor’s Degree
· Experience providing training to staff.
· Experience managing compliance for new construction lease ups.
· National Affordable Housing Management Association (NAHMA) Specialist in Housing Credit Management (SHCM) certification.
· Novogradac Property Compliance Certification (NPCC) & HCCP Certification.
· Experience working with Yardi software or equivalent.
· Experience with WBARS compliance database.
· Experience with MS Access and Adobe Acrobat Pro software.
· Familiarity with Sound Families, HOPWA, and service enriched housing programs.
· Familiarity with Seattle Housing Authority Project Based and Tenant Based voucher programs.
· Experience creating presentations in PowerPoint.
· Ability to draft and write detailed communications to funders and contracted firms.
· Prepare reports, presentations, and technical information in a clear and concise manner
Other Position Requirements:
· A personal vehicle is not a requirement of this position. However, if using a personal or company-owned vehicle in the performance of job duties associated with this position, incumbent must possess and maintain a valid Washington State Driver’s License, the appropriate amount of automobile insurance, and a safe driving record.
· Candidates selected for this position must pass a criminal history background check prior to employment with Bellwether Housing.
Compensation: $30.05 - 33.33 per hour
Location: Hybrid working model dictated by business needs
Benefits: Bellwether Housing provides 24 days of PTO in the first year of employment for all employees working over 20 hours per week. We have a 403(b)-retirement plan with immediate eligibility for employee contributions and employer matching after 15 months of service; three medical plans to choose from, one with an employer funded HSA; dental; vision; flexible spending accounts, long-term disability; employer paid life insurance; and commuter benefits.
Please Note: Candidates selected for this position must pass a criminal history background check prior to employment with Bellwether Housing.
Bellwether Housing is an equal opportunity employer. We value diversity, including the diversity of thought and experience. We are committed to building an open and inclusive culture for all employees. We consider all applicants without regard to education, race, ethnicity, national origin, religion, gender, gender identity, sexual orientation, age, skills, and level of experience. All interested candidates are encouraged to apply.