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Tax Credit Specialist / Property Manager

Tax Credit Specialist / Property Manager

Lutheran Social ServicesMilwaukee, WI, United States
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Lutheran Social Services (LSS) is a private, non-profit, human service agency providing a variety of services throughout Wisconsin and Upper Michigan. Over the years, LSS has grown to become one of the largest human service agencies in the two state area serving more than 125,000 clients annually. We are looking for passionate, mission-driven individuals like you to help provide services including outpatient behavioral health management, international, domestic and special needs adoptions, older adult services, support services for children, youth and families, community corrections programs and support services for adults with disabilities and / or mental health concerns.

Motivated by the compassion of Christ, we help people improve the quality of their lives. Does this describe your personal mission statement? Are you motivated to serve by sharing your talents? If you would like to help us achieve our mission, please apply for the following opportunity.

Description

Lutheran Social Services of WI and Upper MI is currently seeking a Tax Credit Specialist / Property Manager in the Milwaukee area. The position will be responsible for multiple properties including 40 units at scattered sites throughout the metro Milwaukee and assisting with an additional 67 scattered units. The Tax Credit Specialist has primary responsibility for leasing, marketing and all related property management functions to maintain compliance with the Low Income Housing Tax Credit program regulations at assigned LSS owned or managed LIHTC projects. This is a highly independent role and requires the property manager to be onsite daily.

Essential Duties and responsibilities :

This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities as management may deem necessary.

  • Assumes primary and direct responsibility for managing tenant and stakeholder issues and concerns related to the property, tenant relations, marketing, etc. Works independently and with supervisory staff to address concerns in a consistent and timely manner. Provides enforcement of lease requirements and project rules.
  • Works as a collaborative team member to support the Business Unit.
  • Markets and promotes the project(s) to ensure occupancy rates that meet or exceed leasing schedule. Leasing schedule will be provided. Work closely with Program Manager and Director to implement marketing plan. The specialist is the primary point of contact for the property and will answer inquires.
  • Direct responsibility for processing and verifying all compliance paperwork
  • Reviews and corrects documentation for tenant certifications, leases, etc
  • Assign units, sign lease and facilitate all steps of move in and move out
  • Maintain high occupancy and tenant satisfaction
  • Intake and process applications
  • Collect required documentation to verify program eligibility
  • Completes background, credit checks and LIHTC eligibility as well as work with third party compliance service to complete approval for tenancy
  • Deny applications that do not meet eligibility criteria
  • Ensure all certification paperwork is complete according to Low Income Housing Tax Credit (LIHTC) program rules and LSS expectations.
  • Ensures compliance with administrative rules for occupancy of the projects; i.e. income limits, screening checks, and income targeting requirements.
  • Have a high attention to detail and ability to communicate with a variety of individuals and neighborhood representatives and city leaders.
  • Have a working knowledge of LIHTC handbook(s) and publications and implements requirements contained within.
  • Ability to complete informational and compliance reports and respond to request for information on property operations on a timely basis.
  • Attend community events to provide property information or give tours of the property
  • Collects all payments to the project including security deposits, pet deposits, damage payments and monthly rents.
  • Records all payments received and prepares an accurate electronic monthly deposit report. Ensures that the monthly deposit(s) are made in a timely fashion. Participates in credit card processing of payments following established protocols.
  • Receives, reviews, and provides feedback concerning monthly project financial reports. Monitors to ensure all identified charges are accurate for the project. Ensures all collected rents and other project income is accurately reflected. Communicates any discrepancy or areas of concern to supervisory staff.
  • Maintains a complete and accurate waiting list.
  • Ensures individual and project compliance with Fair Housing laws. Participates in annual Fair Housing training.
  • Ensures complete and compliant tenant files that meet LSS, state and IRS standards / regulations. Maintains tenant files as assigned.
  • Implements LSS and municipal expectations as related to project curb appeal and facility standards. Provides direct services to accomplish these goals; i.e. snow and ice removal, weed pulling, picking up trash, etc. Works with maintenance and supervisory staff to identify areas needing correction. Works within annual budget to meet identified need and makes budgetary recommendations for subsequent budget years.
  • Purchases project supplies in accordance with published agency and funder expectations. Works with supervisory staff to ensure compliance with project budget.
  • Prepares for and participates in all facility compliance inspections; i.e. WHEDA, city, state, etc.
  • Conducts apartment inspections per identified program expectations.
  • Has responsibility for on call / after hour's communications regarding facility and or resident issues. Responds appropriately or dispatches to maintenance all emergency calls within prescribed timelines.
  • Conducts and or arranges for all required facility testing including but not limited to fire extinguisher testing, elevator testing, sprinkler system testing, smoke detector testing and battery replacement, and fire inspections.
  • Ensures quality programming through the use of best practice standards and contract / licensing requirements.
  • Serves as a representative of the agency and the properties / programs to internal and external customers. Establishes and maintains appropriate relationships with stakeholders.
  • Completes all assigned training in the prescribed timeframe. Seeks additional training opportunity to enhance effectiveness in meeting expectations of the job. Coordinates participation in training opportunities with supervisory staff to ensure appropriateness of training and compliance with budget.
  • Maintains MSDS book for each assigned project(s).
  • Knowledge of property management software
  • Performs other duties as required / assigned.

PERKS :

Public Service Loan Forgiveness (PSLF)

  • By being employed with LSS, which is a non-profit agency, you can be eligible for loan forgiveness under the Public Service Loan Forgiveness program.
  • Loans are eligible to be forgiven after 10 years of on-time and consistent payments through the income-based re-payment plan.
  • Assistance navigating the PSLF through Summer
  • Medical / Dental / Vision Insurance
  • Flex Spending for Dependent & Health Care
  • Mileage reimbursement
  • Paid Time Off
  • 10 Paid Holidays
  • Ability to Contribute to 403B
  • LSS makes annual raises a priority for employees
  • Calm Wellness App - Premium Access
  • Early Earned Wage Access with UKG Wallet
  • Employee Assistance Program
  • Service Awards and Recognition
  • EDUCATION AND / OR EXPERIENCE :

    A Bachelor's degree or an Associate's Degree with minimum 2 years property management experience OR 5 years of property management experience is required. Additional previous experience in property management and / or working with customers in a similar setting is preferred.

    A Low Income Housing Tax Credit Specialist Certification is required, but can be obtained within the first three months of employment.

    CERTIFICATES, LICENSES, REGISTRATIONS :

  • Must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.
  • TRAVEL : Position may travel daily between programs. May travel over the two state area on occasion for training and meetings and may include some overnights.

    LSS is an Equal Opportunity Employer (EOE).

    Qualifications

    Education

    Bachelor Degree (preferred)

    Licenses & Certifications

    Driver's License (required)

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

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    Manager Credit • Milwaukee, WI, United States

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