POSITION OVERVIEW

The Asset Management Specialist assists in the functions of the Asset Management Department by providing assistance with the preparation, review, and follow-up on the different reports generated by the department. Assists in the timely preparation and filing of monthly, quarterly, and annual reports to the respective regulatory agencies, investors, lenders, and others as required.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:

· Organizing and maintaining filing systems for both hard copy and electronic filing systems of the Asset Management department.

· Compose and type routine correspondence and assist in the preparation of financial schedules and other reports as requested.

· Assists in preparation and submittal of all monthly, quarterly, and annual financial reports to regulatory agencies, investors, lenders, and others as requested.

· Assist in the review of the management company’s monthly operating reports and process information to excel spreadsheets for review by Senior Asset Manager.

· Prepare Balanced Scorecard reports and maintain/monitor monthly occupancy reports.

· Prepare reporting schedule for each project to ensure compliance with regulatory agencies, partnerships agreements, and loan agreements.

· Assist in the scheduling and gathering of documents for responses to compliance inspections by the different investors.

· Coordinates the filing of the Limited Partnership and Limited Liability Corporation audited financial statements.

· Coordinates the filing of form 990 for the CVHC affiliates.

· Coordinates the filing of the Limited Partnership and Limited Liability Corporation tax returns.

· As needed assist in the preparation of NeighborWorks MFI reports.

· Assist the Property Management company with gathering documents (contracts/MOU’s) needed for the annual filing of welfare exemptions.

· As needed assist in the coordination of Las Palmeras HOA meetings.

· As needed assist in the coordination of Property Management meetings.

· Assist with CVHC building maintenance and repair requests.

· Other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

· A four-year degree in Business Administration or Accounting is desirable, or a combination of AA Degree in accounting, finance; and/or two to three (2-3) years related experience in an office setting. Affordable housing construction industry a plus.

Required Technical Skills

· Working knowledge of computers, and most used business software to include, Microsoft Word, Excel, Outlook, PowerPoint, and accounting software.

Required Licenses/Certifications

· Valid California Driver's license.

· Reliable transportation, proof of auto insurance with Bodily Injury limits of 100,000/300,000 or more as required in the CVHC personnel handbook.

Other Skills and Abilities

· Excellent written and verbal communication required.

· Be highly organized in workflow and keeping of records.

· Ability to effectively present information and respond to questions from employees, customers, and the general public.

· Be capable of managing multiple priorities and able to prioritize work assignments.

· Able to maintain strict confidentiality relative to working within the work areas and with assigned work.

· Ability to analyze financial data and prepare spreadsheets.

· Ability to multi-task, prioritize and meet deadlines.

· Excellent written and verbal communication skills required.

· Ability to multi-task, prioritize and meet deadlines.

CONFIDENTIAL INFORMATION

This position has access to confidential information: Corporate, property and tenant information, company tax information.

COMPANY FUNDS

This position does not have access to company funds.

SAFETY

Incumbent is required to comply with established safety work practices and attend all safety-related training provide or made available by the Coachella Valley Housing Coalition.

Equal Opportunity Employer

Job Type: Full-time

Pay: $19.00 - $24.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Flexible spending account
• Health insurance
• Vision insurance

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Microsoft Excel: 3 years (Preferred)
• Accounting: 2 years (Preferred)
• Clerical: 2 years (Preferred)

Ability to Relocate:

• Indio, CA 92201: Relocate before starting work (Required)

Work Location: In person