Alison Dean

• Annual Owners Certification/Affordable Housing Annual Reporting
• Quality Assurance check- Annual Reporting Support Department Manager with Compliance Analysts/Assistants
• New Hire Mentor
• Electronic File Reviews
• Electronic File Review Coverage Distribution
• Coaching/Supporting Analyst
• Client Communications: Onboarding Kick-Off, Connector Calls, and Conflict Resolutions
• Review resident files electronically to determine program eligibility and compliance with applicable regulations (e.g., LIHTC, HUD, HOME).
• Respond to all client communications while maintaining excellent service standards.
• Produce file reviews that are clear, concise, and direct, ensuring client feedback is easy to interpret and actionable.
• Interpret and communicate regulations and policies in a way that is accessible and accurate for clients and stakeholders.
• Meet quality standards by maintaining accuracy, regulatory understanding, and clarity in each file review.
• Assist Manager with Quality Assurance checks
• Agency Reporting
• Technology and process/procedure recommendations
• Analytical thinking with the ability to apply complex regulations to real-world situations
• Ability to manage a high-volume workload with accuracy and attention to detail.
• Proficient with Microsoft Office and comfortable learning new software platforms
• Strong written and verbal communication skills
• Ability to work with a team and work independently
• Ability to remain confidential in all aspects of the job
• Demonstrate responsiveness, professionalism, and accuracy in every client interaction
• Ability to meet deadlines

• Review resident files electronically to determine program eligibility and compliance with applicable regulations (e.g., LIHTC, HUD, HOME).
• Respond to all client communications while maintaining excellent service standards.
• Produce file reviews that are clear, concise, and direct, ensuring client feedback is easy to interpret and actionable.
• Interpret and communicate regulations and policies in a way that is accessible and accurate for clients and stakeholders.
• Meet quality standards by maintaining accuracy, regulatory understanding, and clarity in each file review.
• Analytical thinking with the ability to apply complex regulations to real-world situations
• Ability to manage a high-volume workload with accuracy and attention to detail.
• Proficient with Microsoft Office and comfortable learning new software platforms
• Strong written and verbal communication skills
• Ability to work with a team and work independently
• Ability to remain confidential in all aspects of the job
• Demonstrate responsiveness, professionalism, and accuracy in every client interaction
• Ability to meet deadlines

Experience

Research, Compliance, and Training

• Approve applications for move in and annual recertification by maintaining program compliance under the LIHTC program.
• Process prospective resident applications in accordance with tax credit guidelines and completed annual recertifications.
• Schedule and perform quarterly unit/property inspections to insure compliance.
• Train site managers regarding compliance and account receivable issues in part of the resolution process.

Communication and Organization Skills

• Aid in preparing and uploading rental rate increases, file audits, Annual Owner Certifications.
• Set up and maintain all properties within the Yardi Classic software.
• Communicate effectively via email, regular mail, and phone with owners, tenants, site managers, and regional property managers regarding complaints, questions, and concerns for all 90+ properties in North and South Carolina.
• Work closely with Section 8 in order to provide housing for applicants.
• Explain errors to the site regarding documentation for the Tax Credit application process.

Experience

Research, Compliance, and Training

• Train management administrative assistant for all duties. Back up for administrative assistant.
• Train accounts receivable manager. Back up for accounts receivable manager.

Accounts Receivable & Collections

• Post payments, check deposit register against deposit slips, process security deposit settlements, month end close outs and reports, and send letters to past tenants in attempt to collect monies owed.
• Explain fees to homeowners which accrue during the default period and create payment plans to bring accounts current.
• Research misapplied accounts receivables, void and apply to correct account or reverse deposit slip to assure accurate bank statement.
• Ensure payables and receivables are maintained and input accurately into the database system.
• Create standard operating procedures for each scenario to ensure the department runs smoothly and efficiently.

Communication and Organization Skills

• Create and maintain all collections and bad debt files. Either by those turned over to a collection agency or by those who have set up a payment plan to pay off bad debt.
• Maintain and organize files for 90+ properties for occupancy reports, financial reports, and criminal and credit checks. Maintained all legal files for 23 Homeowners Associations.

Experience

Research, Compliance, and Training

• Ensure all criminal and credit checks are processed and checked within 24 hours from the time they are received.
• Research occupancy reports with each site to receive an explanation of why units are not being turned over in an efficient manner. Send out reports to owners/investors.
• Train management administrative assistant for all duties. Back up for administrative assistant.

Communication and Organization Skills

• Communicate effectively via email, regular mail, and phone with owners, tenants, site managers, and regional property managers regarding complaints, questions, and concerns for all 90+ properties in North and South Carolina.