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Profile ID #6213
Senior level LIHTC Compliance Professional
Senior level Real Estate professional with in-depth knowledge in Low-Income Housing Tax Credit (LIHTC) Compliance, including a successful track record implementing enterprise wide portfolio risk mitigation, process improvements, strategic asset and personnel management for rapidly expanding volume of large-scale portfolio acquisitions. Long established tenures at both for profit and non-profit LIHTC Syndicators as well as Public Housing Authorities.
Promoted 4 times into roles of increasing scope and responsibility
Hired, trained, developed and led the creation and management of a department of 8 Compliance Specialists and Operations Support Team
Managed the coordination of first year file and annual audits of resident files for LIHTC properties, including responsibility for the evaluation and review of regulatory documents to assess compliance risk in a portfolio of over 800+ properties
Planned and executed Investor Risk Ratings on a quarterly basis with Managing Directors for Investor Reporting; participated in annual and quarterly meetings with Investors to advise on portfolio compliance and risk
Developed, reviewed, and enhanced processes for LIHTC Compliance file reviews and completion in adherence with limited partnership (LP) agreements and company policies; led special projects and process improvements that resulted in time savings and reduced workflow redundancy
Developed and standardized a paperless compliance file review process which saved the company approximately 20% in paper and printing costs.
Hands on experience managing assets and maximizing value for a portfolio of more than 40 low-income housing tax credit properties with more than $215 million in invested equity
Reviewed financial reports and conducted extensive due diligence to evaluate operations, identify and proactively mitigate Investor risk
Highly capable problem solver and strong communicator who builds consensus among stake holders while communicating progress and defining strengths, weaknesses, opportunities and threats for future planning
Reference Quote from Previous Managing Director:
"Overall, Xxxxxxx is a highly skilled compliance professional and is simply a joy to work with."