Bertina R. Wilson
McDonough,GA
Summary
Results-driven Affordable Housing professional with a proven track record in enhancing community engagement and delivering quality housing solutions. Recognized for exceptional interpersonal and communication skills, effectively collaborating across diverse environments. Aiming to leverage leadership abilities and strategic insights to drive impactful initiatives within a forward-thinking organization.
Overview
16
16
years of professional experience
Work History
Compliance Specialist
Real Page Inc.
Richardson, TX
03.2019 - Current
- Process and evaluate move-in applications, interims, annual re-certifications, move-outs, transfer, set aside swap approval and screenings to ensure accuracy and compliance with regulatory requirements with the turn around time of 24 to 48 hours.
- Provide guidance to staff on regulatory requirements, policies, and procedures.
- Identify areas of non-compliance and potential risks for owners in the Tax Credit program.
- Abide by all rules and regulations for the Affordable Housing Tax Credit programs.
- Investigated complaints related to the violation of standards or regulations.
- Responsible for ensuring compliance in Low-Income Housing HUD/Tax Credit/ HOME rules and regulations by overseeing programs, policies, and practices by maintaining up-to-date knowledge of affordable housing tax credit program and related regulations.
- Communicates efficiently with on-site and corporate staff to ensure regulatory compliance with housing programs are met.
- Perform various audits and implement necessary solutions to ensure that all properties are in compliance with the Tax Credit HUD 4350.3, LURA, state and/or county Provide administrative support, including timely data entry into compliance reporting systems, and ongoing file maintenance.
- Communicate directly with Local Housing Authority and Regional Director staff concerning any matters pertaining to compliance and successful completion of annual audits.
- Assist in the completion of all First Year Trackers as well as Mass Recertification/Re-syndication/Lease ups/Acquisitions.
- Review and ensure all property management software data is entered correctly.
- Follow up and retrieve all Utility Allowances and income/rent limits via the county/city established guidelines.
- Proven experience with other affordable housing programs such as HUD, Section 8, 202, and/or 811.
- Knowledge of processing Low Income Housing Tax Credit (LIHTC or Section 42) certification
Finance Specialist/Accounts Payable
Housing Authority of Fulton County
Atlanta, GA
09.2015 - 02.2019
- Processes all accounts payable and receivables, adjustments, allowances, and credits
- Provide daily, weekly, and monthly financial overview to executive staff
- Responsible for filing all vendor, consultant, and customer invoices with supporting documentation and signatures using the PO to match the vendor invoices
- Provide conflict and resolution discrepancy assistance with vendors
- Reconciles Voucher Management System for monthly HUD reporting of 2,000 plus vouchers in a timely manner
- Process all monthly HAP and URP check runs and check request for the agency
- Enrolls utility reimbursement recipients to the Skylight credit card system
- Assist with requisitions and purchase orders
- Communicates and works cohesively with team members to ensure all of the financial data and billings have been received in order to facilitate the check run in a timely manner
- Deposits all agency funds and accurately post deposits into the financial system
- Processes and reconciles all invoice billing and ensures that all billings have been received
- Ensures agency obligations are paid within the net term of 30 days
- Prepares a variety of reports utilizing the general ledger and records for outside organizations, governmental agencies and internal use which consists of compiling, posting and/or balancing financial data
- Prepares and reports 1099 and W-9 taxes
- Prepares month-end closing
- Prepares journal entries
- Researches status of accounts and discrepancies
- Resolves billing invoices for clients
- Prepares audit of billing invoices
- Set up and maintained new contracts and ACH transmissions for all vendors and clients
- Assisted the Director of Finance and Executive Director with special projects or other assigned tasks such as special audits
- Compliant to all billing regulation, policies, confidentiality, and procedures
- Assisted in the preparation of financial statements and reports for senior management review.
Portability Specialist
Housing Authority of Fulton County
Atlanta, GA
07.2012 - 09.2015
- Processed all billing for the agency
- Reviewed HUD form 50058, completed the 52665, and disseminated correspondence to appropriate agencies
- Performed various analysis of tenant’s accounts for accurate balance and payments
- Performed monthly posting payments to tenant accounts
- Reconciled billings on a monthly basis to ensure correct dollar amounts were received and credited to the proper account
- Communicated effectively with other team members and provided excellence customer service to other housing authorities requesting outstanding documents or funds
- Performed annual re-certifications for program participant
- Negotiated and prepared Housing Assistance Payment contract, required forms and correspondence related to housing functions
- Scheduled appointments for availability to conduct recertification interviews with applicants and/or program participants, processed and obtained third party verification for family income, assets, and allowances, and calculated total rental tenant payment
- Determined Housing Choice Voucher program eligibility for program participants
- Maintained statistics to illustrate status of assigned program activity, filed maintenance in accordance with HUD regulations and compliant with the Housing Authority of Fulton County administration plan to ensure accuracy of tenant files.
HCV Occupancy Specialist
Housing Authority of Fulton County
Atlanta, GA
02.2009 - 05.2012
- Scheduled and performed annual re-certifications for program participants
- Effectively communicated with landlords to schedule move in and move outs with the residents
- Negotiated and prepared Housing Assistance Payment contract, prepared required forms and correspondence related to housing functions
- Scheduled appointments for availability to conduct recertification interviews with applicants and/or program participants, processed and obtained third party verification for family income, assets, and allowances, and calculated total rental tenant payment
- Determined Housing Choice Voucher program eligibility for program participants
- Maintained daily, weekly, and monthly statistics to illustrate status of assigned program activity, completed data entry on all assigned cases, and filed maintenance in accordance with HUD regulations and compliant with the Housing Authority of Fulton County administration plan to ensure accuracy of tenant files.
- Prepared detailed budgets and financial reports for properties.
Education
Bachelor of Arts -
Mercer University
Associate of Science -
Georgia Military College
Certified HCV Occupancy Specialist
Nan McKay And Associates, Inc
Master of Business Administration -
Clayton State University
Skills
- Strong organization
- Complex problem solver
- Analytical thinker
- Compliance Analyst
- Facilitator
- Project Management
- Customer Service and Communication Driven
- Technical Proficiency
- Team Leadership & Development
- Microsoft Office Suite Proficient
- Bank Reconciliation
Timeline
Compliance Specialist
Real Page Inc.
03.2019 - Current
Finance Specialist/Accounts Payable
Housing Authority of Fulton County
09.2015 - 02.2019
Portability Specialist
Housing Authority of Fulton County
07.2012 - 09.2015
HCV Occupancy Specialist
Housing Authority of Fulton County
02.2009 - 05.2012
Bachelor of Arts -
Mercer University
Associate of Science -
Georgia Military College
Certified HCV Occupancy Specialist
Nan McKay And Associates, Inc
Master of Business Administration -
Clayton State University
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