Compliance Manager (LIHTC)

Under general direction, provides affordable housing compliance, as well as other administrative, budgetary, and work-flow support to assigned Housing Authority projects and programs including but not limited to regulatory compliance; analyzes programmatic practices and procedures and makes recommendations for organizational, operational, policy, and procedural improvements; conducts needs analyses, feasibility studies, and evaluations for assigned projects and programs; develops, summarizes, and maintains administrative and fiscal records; fosters cooperative working relationships among Housing Authority departments; and performs related work as required. 

RESPONSIBILITIES: 

• Directs, plans and leads affordable housing compliance activities for the real estate portfolio of the agency and its affiliates and its joint venture properties, including compliance for Low Income Housing Tax Credit (LIHTC), HCD, and other affordable housing lenders and regulators.
• Develops, negotiates, implements, and monitors standard operating policies and procedures, ensuring compliance with federal, state, and local regulations and conducts routine quality control (QC) checks. Support various annual audits as it pertains to the compliance function of the agency and its property managements/partners. Ensures compliance with the various board approved policies.
• Establishes and manages processes for tracking compliance deadlines and progress, including onsite inspections, file reviews and collection of required documentation and finalization and submission of reports.
• Manages assigned compliance staff and third-party management companies. Works closely with department heads to establish compliance needs and processes. Leads on rent setting, income and occupancy limits, reporting and monitoring affordable housing compliance policy changes.
• Coordinates with executive and management staff to address specific compliance needs and recommend appropriate methods for addressing any compliance issues and implementing any required new policies.
• Ensures proper tracking and quality control of unit-by-unit compliance for agency use. Manages the agency’s record for property compliance and all compliance reporting needed to lenders investors and regulators.
• Trains and supports department staff in assessing compliance needs, using the system of record and in managing compliance performance of properties and vendors.
• Develops protocol for compliance on loan and ground lease portfolio, including conducting desk file reviews, coordinating site visits, and issuing findings or close-out reports as needed.
• May manages the agency’s two land trusts for compliance with the ground leases.
• Coordinates and performs professional-level administrative and programmatic work in such areas as contract administration, report development, database management, budget development, and/or management-level analysis.
• Leads and implements quality control and audits of assigned program areas as recommended by the Housing Authority; develops and implements policies and procedures in relation to quality control; develops quality control systems, practices and guidelines; prepares and distributes relevant quality control materials; develops and modifies the quality control/assurance plan, procedures, and documentation forms as required.
• Assists in developing goals, objectives, policies, procedures, work standards, and administrative control systems for assigned programs.
• Selects, trains, motivates, and evaluates assigned staff; provides or coordinates staff training; directs the work of assigned staff; reviews work for accuracy; recommends improvements in workflows; works with employees to correct performance issues; implements progressive discipline procedures.
• May serve as a liaison to employees, public, and private organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints and questions relating to assigned areas of responsibility; reviews problems and recommends corrective actions.
• Participates in the development and implementation of new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data and makes recommendations regarding staffing, equipment, and facility needs.
• Conducts a variety of analytical and operational studies regarding programmatic activities, including complex financial, budget, personnel, operational, regulatory, or administrative issues or questions; evaluates alternatives, makes recommendations, and assists with the implementation of procedural, administrative, and/or operational changes after approval; prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations.
• Ensures compliance with Federal, State, and funding agency accounting and reporting requirements and applicable laws, regulations, and professional accounting practices.
• Prepares and submits Housing Authority agenda reports and various other staff reports, resolutions, ordinances, and correspondence regarding assigned activities.
• Confers with other management staff regarding provision of administrative and support services, including contracts, agreements, and grant reporting.
• Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations.
• Maintains accurate records and files in compliance with records and retention schedules.
• May participate in a variety of interdisciplinary committees and commissions and represents the Housing Authority to a variety of community and stakeholder groups.
• Communicates orally, in writing, or through graphic representations and statistical summaries with colleagues, managers, employees, the public, organized employee groups and representatives of various organizations.
• May be assigned additional administrative, supervisory or departmental duties.
• Performs other duties as assigned.

QUALIFICATIONS

• Principles and practices of affordable housing compliance, including income and asset calculations, and policies.
• Principles, practices, and procedures of funding sources for affordable housing.
• Project and/or program management, analytical processes, and report preparation techniques; public agency programs such as, but not limited to, purchasing, finance, budgeting, grants, and other related governmental programs.
• Knowledge of Yardi, Laserfiche and Bonfire databases; software expertise including the Microsoft Office Suite, online programs, and techniques for administration of a variety of programs.
• Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures.
• Basic principles and practices of public administration as applied to operational unit and program administration.
• Research and reporting methods, techniques, and procedures.
• Sources of information related to a broad range of public agency programs, services, and administration.
• Applicable Federal, State, and local laws, regulatory codes, and ordinances.
• Principles and practices of contract administration and evaluation; and public agency budget development and administration, and sound financial management policies and procedures.
• Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
• Record keeping principles and procedures.
• Modern office practices, methods, computer equipment and applications related to the work.
• Principles of effective employee supervision and motivation.
• Excellent English usage, grammar, spelling, vocabulary, and punctuation.
• Techniques for effectively representing the Housing Authority in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.
• Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and the Housing Authority staff. 

Ability to:

• Implement, monitor and adhere to affordable housing compliance, including income and asset calculations.
• Assist in the development of goals, objectives, policies, procedures, and work standards for the various departments.
• Coordinate and oversee programmatic administrative, budgeting, and fiscal reporting activities.
• Review legal regulatory agreements and public program guidelines for key requirements, and for conflicts with other regulatory agreements on the same property.
• Plan, organize, prioritize, assign, review, and evaluate the work of professional, clerical, and technical staff. Review, approve, or recommend approval of employee work schedules, timecards, requests for vacation, sick leave, overtime, and leaves of absence.
• Perform responsible and difficult administrative and analytical work involving the use of independent judgment and personal initiative.
• Lead, plan and conduct effective management, administrative, and operational studies and projects.
• Plan, organize, and carry out assignments from management staff with minimal direction.
• Conduct research on a wide variety of administrative topics including grant funding, contract feasibility, budget and staffing proposals, and operational alternatives.
• Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner.
• Evaluate and develop improvements in operations, procedures, policies, or methods.
• Research, analyze, and evaluate new service delivery methods, procedures, and techniques.
• Prepare clear and concise reports, correspondence, policies, procedures, and other written materials.
• Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations.
• Effectively represent the department and the Housing Authority in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals.
• Establish and maintain a variety of filing, record keeping, and tracking systems.
• Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines.
• Operate and maintain modern office equipment, including computer equipment and specialized software applications programs.
• Use English effectively to communicate in person, over the telephone, and in writing.
• Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations.
• Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work.

Education and Experience:

Equivalent to graduation from an accredited four-year college or university with major coursework in business administration, public administration, contracts management, finance, accounting or a related field. A master’s degree (or equivalent) is strongly desirable. Four (4) years of compliance experience in nonprofit or public agency government including one (1) year of supervisory experience; two (2) years of supervisory experience is strongly preferred. Must be LIHTC certified and have a minimum of two (2) years of recent and direct affordable compliance related work with LIHTC funded buildings.

Licenses and Certifications: