Portfolio Certification Specialist

1 month ago

Denver, United States Monroe Group Ltd. Full time

Job Type

Full-time

Description

Monroe Group is looking for a Portfolio Certification Specialist to join our team

We are seeking an experienced Portfolio Certification Specialist in the Denver, CO area. Monroe Group, Ltd is a leading property management company specializing in affordable multi-family and senior / disabled housing.

The Portfolio Certification Specialist is responsible for completing assignments associated with qualifying existing households for the LIHTC program during the initial acquisition phase, while adhering to regulations established by the Internal Revenue Service and the applicable state agency. The primary objective of this position is to support, improve and maintain the communities program compliance by the ability to create, edit, compile, and retrieve household files for completion, generate reports, and maintain a complex database entry system.

The Details:

  • Responsible for training, assisting, completing and managing program compliance during the initial qualification stages of acquisition rehab. This includes qualifying existing households and applicant households in a diligent effort to maximize LIHTC delivery.
  • Ability to carry-out an approved action plan based on the compliance needs of the assigned site and effectively collaborate, adapt and support such action plan with the Community Manager, Regional Manager, Regional Compliance Specialist, Director of Compliance, Director of Operations & Director of Acquisitions.
  • Ensure the property is working with corporate compliance, employs the correct leasing forms and procedures as set forth by HUD and applicable state agency mandates. Complies with applicable leasing laws while on-site.
  • Work with assigned site to ensure all certifications are completed in accordance with program regulations, in preparation for LIHTC delivery as outlined in applicable Regulations or Agreements during the initial acquisition phase, or scheduled program file audit. For assigned projects, ensuring that households are eligible and that documented eligibility is 100% compliant with policies and procedures established by Monroe Group and with applicable program regulations; including but not limited to the IRS, HOME, BOND and HUD.
  • Assist property with resolution on identified audit deficiencies for any first-year file reviews conducted by investors and/or state agencies, by recognized deadline, when needed.
  • Work with Corporate Regional Compliance Specialist to develop action plans for non-compliant issues when needed.
  • Assure that all first-year files have been copied and filed in accordance with the established policies and program regulations on assigned projects
  • Completes and maintains lease files for each rental, and ensures all files contain required documentation outlined in the established Perfect File Setup
  • Remains current on and compliant with policies and laws affecting the marketing and leasing of the property, including The Authorities Leasing Agreements and Addendums, Landlord Tenant code, Fair Housing laws, and other applicable laws
  • Review tenant files as needed. Does not have the authority to approve, dispute or override any third-party file review team without the approval of the Regional Compliance Specialist
  • Assists in 100% occupancy lease up on new acquisitions, including marketing and leasing vacant units, establishing transfer protocol with program and state regulations, negotiating with over income households, processing reasonable accommodations and risk management issues as needed
Where is the job located? Denver, CO, with travel required up to 75%

Why join the Monroe Team? Monroe Group is one of the country's fastest-growing affordable housing management companies with a portfolio of 80+ affordable communities, 8,000 units in Twenty-four (24) States, and growing. We believe in building Teams, each voice is heard and valued

Great benefits Monroe Group offers medical, dental, and vision insurance including a Flexible Spending Account and Health Savings Account. We provide company-paid life insurance along with short and long-term disability insurance options, 11 paid holidays, vacation, sick time, and a 401k program with a company match of up to 4%.

Monroe Group considers our employees our number one asset; thus, we offer all regular full-time employees the following:
  • Medical
  • Dental
  • Vision
  • 401(k)
  • Roth
  • Paid Time Off
  • Long Term Disability
  • Company Paid Life Insurance
MGWC6

Requirements

REQUIREMENTS
  • Strong knowledge of LIHTC regulations and Project Based Section 8/Tax Credit residential properties
  • 3-5 years of experience in property management (subsidy, tax credit, elderly, conventional, etc.)
  • Must be able to travel to site locations
  • Excellent verbal and written communication skills, organizational excellence and team-oriented
  • Strong project management skills
  • Onsite Property Management experience
EDUCATION and EXPERIENCE :
  • At least three years of Affordable Property Management processing certifications
  • Must have a working knowledge of affordable housing programs
PREFERRED QUALIFICATIONS:
  • HCCP, TCS, C3P, or similar designations are a plus
  • OneSite- RealPage experience a plus
  • Multi-state LIHTC experience is a plus


Salary Description

$70,000 / annually

  • Commercial Loan Portfolio Specialist II

    2 weeks ago

    Denver, Colorado, United States NorthMarq Full time

    Commercial Loan Portfolio Specialist II - Real Estate FinanceNorthmarq is looking for a Commercial Loan Portfolio Specialist II to enhance their team. This position falls under the Servicing - Portfolio & Asset Management division, where you will engage in financial evaluations, loan management, and client relations. The ideal candidate will possess strong...

  • Financial Record Specialist

    2 weeks ago

    Denver, Colorado, United States NNN Portfolio, LLC Full time

    Job OverviewNNN Portfolio, LLC is dedicated to identifying and managing NNN Investment opportunities for our clientele. We strive to minimize entry barriers in commercial real estate, linking clients with lucrative investment options. Post-acquisition, we oversee the investment asset, enabling our clients to reap passive income effortlessly.Position...

  • Portfolio Management Associate

    1 week ago

    Denver, Colorado, United States Mercer Advisors Full time

    Join Mercer Advisors, a leading firm in wealth management, committed to delivering exceptional financial services tailored to our clients' needs. With a robust portfolio exceeding $45 billion in assets, we proudly serve numerous families nationwide.Position: Portfolio Operations SpecialistOverview:The Portfolio Operations Specialist plays a crucial role in...

  • Portfolio Operations Specialist

    3 months ago

    Denver, United States Mercer Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Portfolio Specialist

    19 hours ago

    Denver, Colorado, United States Sumitomo Pharma Full time

    Job OverviewWe are seeking a highly motivated and experienced individual for the position of Portfolio Specialist. The successful candidate will be responsible for driving results for assigned products in oncology and urology to specific customers within assigned geography. The ideal candidate will have a strong understanding of the pharmaceutical industry...

  • Resale Certificate Information Specialist

    2 weeks ago

    Denver, Colorado, United States Chipton-Ross Full time

    Chipton-Ross is seeking a Resale Certificate Data Specialist for a hybrid contract opportunity. KEY RESPONSIBILITIES: Enter data into Excel with information from resale certificate state forms. Provide weekly updates to the field regarding survey outcomes from renewal initiatives. Update S4/Liberty systems with resale certificate documentation and resale tax...

  • Resale Certificate Management Specialist

    1 week ago

    Denver, Colorado, United States Chipton-Ross Full time

    Position Overview:Chipton-Ross is seeking a Resale Certificate Data Specialist for a hybrid contract opportunity. This role involves meticulous data management and reporting related to resale certificates.Key Responsibilities:Perform data entry tasks into Excel, focusing on resale certificate details derived from state documentation.Compile and distribute...

  • Energy and Utilities Portfolio Manager

    1 week ago

    Denver, Colorado, United States Pioneer Management Consulting Full time

    Energy and Utilities Portfolio ManagerPioneer Management Consulting is seeking a highly skilled Energy and Utilities Portfolio Manager to lead our team in delivering exceptional results for our clients.About the RoleLead and motivate a team of project managers and other staff in the day-to-day management of project safety, quality, schedule, cost control,...

  • Experienced Portfolio Management Specialist

    2 weeks ago

    Denver, Colorado, United States Atlas Real Estate Full time

    Job OverviewAre you interested in being part of a rapidly expanding, employee-owned organization that has received accolades from top media sources as one of the premier workplaces, a leading property management firm, and a top contender in the real estate sector?Do you seek opportunities for professional growth, a flexible work schedule, and a chance to...

  • Director Portfolio Execution

    4 days ago

    Denver, United States Elevance Health Full time

    Location: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our PulsePoint locations. Position: Director Portfolio Execution How you will make an impact: Monitors projects to ensure deliverables are met. Provides expert knowledge of roadmaps and strategic view of enterprise dependency, program...

  • Operations Manager

    4 hours ago

    Denver, Colorado, United States Kasa Living Full time

    About the RoleKasa Living is seeking an entrepreneurial leader to be an Operations Manager overseeing operations of our Denver, Scottsdale, & Boise Markets. As an Operations Manager, you will be responsible for the overall guest quality, financial, and operational outcomes of the Kasa units and properties you oversee and will build and maintain a team of...

  • Portfolio Manager New Stamford, Connecticut, United States

    3 weeks ago

    Denver, United States TBWA\Chiat\Day Full time

    Grayscale Investments is the world’s largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and...

  • Client Specialist

    4 months ago

    Denver, United States Robert W. Baird & Company, Inc. Full time

    Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...

  • Principal Industrial Engineer

    5 days ago

    Denver, Colorado, United States Raytheon Full time

    About the RoleWe are seeking a highly skilled Principal Industrial Engineer to join our team at Raytheon, supporting the Effectors portfolio of programs in Tucson, AZ. As a key member of our team, you will play a critical role in maximizing throughput, improving efficiency, and delivering increasing value to our customers.Key ResponsibilitiesProvide...

  • Resale Certificate Data Specialist

    4 weeks ago

    Denver, United States Chipton-Ross Full time

    Chipton-Ross is seeking a Resale Certificate Data Specialist for a hybrid contract opportunity in Denver, CO. RESPONSIBILITIES:· Data entry into Excel with resale certificate information from State forms.· Weekly reporting to the field via email regarding survey results from renewal projects.· Update S4/Liberty platforms with resale certificate forms and...

  • Automotive Service Technician

    2 weeks ago

    Denver, Colorado, United States European Specialist LLC Full time

    Job OverviewPosition Summary: The Automotive Service Technician is responsible for diagnosing and repairing vehicles to ensure optimal performance and safety.Key Responsibilities:Diagnose necessary repairs and recommend additional services that benefit the customer.Perform maintenance and repairs on light-duty trucks and various automobiles.Maintain a valid...

  • Customer Accounts Specialist, Centralized Services

    4 days ago

    Denver, United States Cardinal Group Management Full time

    As a Customer Accounts Specialist, you are primarily responsible for rent collection, delinquency notices, resident communications, and accounts payable for an assigned group 4-6 conventional and student housing communities within the Cardinal Group Specialist, Customer Service, Portfolio Manager, Accounts Payable, Accounting, Retail, Property Management

  • LMS Specialist

    4 weeks ago

    Denver, United States Associate Of PeriOperative Registered Nurses Full time

    Mission driven, great benefits and room for growth! Why consider AORN, Association of periOperative Registered Nurses, as the next place for your career as our LMS Specialist? Because we're innovative and all about quality and collaboration - we're continually seeking to enhance our offerings to allow us to better tailor to the needs of our nurse members...

  • IP Specialist

    2 weeks ago

    Denver, United States Adams & Martin Group Full time

    An Am Law 100 law firm is looking for an Intellectual Property Specialistto join their team out of their Denver, CO office. Responsibilities: Participation with a committed team of patent specialists, paralegals, docketing specialists, and attorneys Work with different types of IP databases (ePCT, USPTO, Espacenet, WIPO, etc.) Drafting shell amendments in...

  • IP Specialist

    2 weeks ago

    Denver, United States Adams & Martin Group Full time

    An Am Law 100 law firm is looking for an Intellectual Property Specialist to join their team out of their Denver, CO office. Responsibilities:Participation with a committed team of patent specialists, paralegals, docketing specialists, and attorneysWork with different types of IP databases (ePCT, USPTO, Espacenet, WIPO, etc.)Drafting shell amendments in...