Occupancy Compliance Specialist Assistant

RHF (Retirement Housing Foundation); Long Beach (CA); On-site; USD 68,640 - 89,440; Full time

Benefits offered by this job

Competitive pay

Health, dental, and vision insurance

Paid time off and holidays

Retirement savings plan

Employee assistance and more

Term life and Voluntary supplemental

Job summary

RHF (Retirement Housing Foundation) seeks an Assistant Compliance Specialist to monitor LIHTC communities reporting to Urban Futures, ensuring compliance, accurate set-asides, and timely recertifications. The role works with regional and site managers to train funding sources across LIHTC, BOND, CRA, HOME, and Land Use.

Responsibilities include overseeing move-ins/outs, occupancy data, and screening processes, plus preparing periodic performance reports for all properties under Urban Futures

Qualifications

• Knowledge and a minimum of 5-year experience with LIHTC, Bond, CRA, MP, HOME and Land Use requirements.
• COS and Tax Credit Certificates required.
• Experience with occupancy compliance preferred.
• Excellent verbal and written communication skills.
• Excellent organizational skills and attention to detail.
• Highly motivated and able to work independently.
• Fair Housing knowledge.

Responsibilities

• Verify LIHTC recertifications and ensure data accuracy in the residential software system.
• Review move-ins with income, background checks, and waiting list compliance.
• Review move-outs and calculate billable days and deposits.
• Monitor required recertifications and coordinate with site staff on due dates.
• Verify LIHTC set-asides and correct rent charges per regulations.
• Monitor Urban Futures reporting across funding sources and ensure form uploads.
• Assist with preview, approval and submission of reporting to Urban Futures.
• Review initial tenant files and recertifications for multiple programs across states.

Skills

LIHTC compliance

Tax Credit reporting

Communication skills

Attention to detail

Training assistance

Education

COS and Tax Credit Certificates

Tools

Onisite Real Page

Job description

Job Summary

The Assistant Compliance Specialist will monitor the Tax Credit communities that report to Urban Futures to ensure sites are within their compliance requirements, set asides are accurate, rents are charged correctly, and re-certifications are completed timely. The Compliance Specialist will work directly with the regional managers and site managers to assist with training for funding sources relating to LIHTC, BOND, CRA, HOME, Major Project and Land Use. Troubleshoots occupancy and certification problems as needed. Prepares periodic reports and tracking for all properties reporting to Urban Futures.

Duties And Responsibilities

• 40% Tax Credit Recertification's: Verify all third-party verification documents for supporting income and assets are included and within the appropriate time frame, signed appropriately and calculations are accurate. Compare to prior year for any discrepancies. Verify tenant data that has been entered into the residential software system is accurate and approve certification. Communicate via email for missing or incomplete information required.
• Tax Credit Move Ins: In addition to the information above a review must also be performed for credit and criminal background screening, income limits and a review of the waiting list is required to confirm move in is the next scheduled applicant and qualifies for the property for which they are applying.
• Tax Credit Move Outs: Review move out documentation, and security deposit disposition form. Calculate any billable days, review for security deposit interest information and add applicable charges.
• 15% Review properties to ensure timely recertifications' that are required for the Urban Futures reporting. Follow up with site staff on due date requirements. Report any deadline challenges to Occupancy manager.
• 15% Monitor the site, set asides for LIHTC, BOND, CRA, HOME, Major Project and Land Use and ensure that the residents’ allocations are in compliance with the regulatory agreements. Review Move ins for sites that report to Urban Futures and confirm the residents will meet the property set aside requirement. Ensure the correct rents are charged for each move in.
• 10% Monitors Urban Futures reporting for all funding sources (BOND, MP, HOME, CRA and LU) by ensuring that the site uploads the required forms in Urban Futures.
• 10% Assist with preview, approve and submit all reporting to Urban Futures.
• 05% Review and approve initial tenant files and recertification files for LIHTC, BOND, CRA, HOME, Major Project and Land Use for multiple states and ensure they are compliant.
• 05% Assist with updating the LIHTC, Bond, CRA, MP, HOME and LU income limits in Onesite.
• 05% Works with Occupancy Manager to resolve software issues related to LIHTC, Bond, CRA, MP, HOME and LU.
• 05% Other duties as assigned.

Education And Required Experience

• Knowledge and a minimum of 5-year experience with LIHTC, Bond, CRA, MP, HOME and Land Use programs requirements.
• COS and Tax Credit Certificates required.
• Experience with occupancy compliance preferred.
• Excellent verbal and written communication skills required.
• Excellent organizational skills and attention to detail.
• Highly motivated and able to work independently.
• Fair Housing knowledge.
• Must have experience Onesite Real Page (preferred)

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add or remove duties from particular jobs and to assign other duties as necessary.

Compensation

Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. The role is considered Full Time non-exempt so will be eligible for overtime pay in accordance with federal and state law. The anticipated base pay range for the position is $33.00- $43.00 per hour.

Benefits

• Competitive pay
• Health, dental, and vision insurance
• Paid time off and holidays
• Retirement savings plan
• Employee assistance and more
• Term life and Voluntary supplemental life insurance