Corporate Office

Tax Credit Compliance Director

Hire, supervise, develop, and train the compliance department team members, including Move-In Coordinators. Support the compliance related responsibilities by working in partnership with the Property Managers of the Senior Suites, as well as regional team members. Responsible for ensuring compliance processes, standards, and training content are developed, updated, and maintained to ensure policy and procedure alignment with federal, state, and company requirements. Work directly with the compliance department and property personnel to ensure properties comply with all regulations and requirements. Assist and review all 8823’s corrections and correspondence. Build and maintain relationships with local and regional offices of various regulatory agencies that have a stake in any asset’s performance. Maintain reporting data bases and ensure all reporting is completed in a timely manner. Assist and train the compliance department, as well as Property Manager team for file. reviews to ensure all applicants and residents meet eligibility requirements for multiple states. Ensure accuracy and completeness of all HUD, Tax Credit and other required forms. Maintain training requirements as needed per state and/or funding source. Travel independently to various locations as needed. Train staff on each aspect of their compliance specific state requirements. Other duties as assigned.

Human Resource and Compliance Manager

Review of submissions to the Company Ethicspoint hotline, routing submissions to the proper internal constituents, working to update responsive information, and working to complete / closeout a report Monthly auditing of E-verify reports for new hires Monthly or bi-monthly (as necessary) auditing of team member files in the Dynafile (or successor) system Completion of team member onboarding audits Maintenance of Chicago office team member files in Dynafile (or successor) system Monitoring and routing human resource and compliance related mail received Communicating internally and with third party vendors, including the Company’s background screening vendor, regarding acquisition of new communities and management terminations at communities Creating, uploading documentation and managing documentation through PolicyTech Communicating internally and with third party vendors, including the Company’s background screening vendor, regarding new hires and terminations Working with Company communities to coordinate file shipment and storage and maintenance of document destruction process Communicating with Company’s unemployment provider regarding claims, details and locations updates Assisting with processing and monitoring human resource and compliance vendor invoices Assisting with workflow related to acquisition or dispossession of communities Providing administrative support and assistance to other departments in connection with human resource and compliance items as necessary Supporting defense efforts through coordination of documentation and information in connection with legal claims brought against the Company Collaborating with various internal disciplines to help ensure consistent communication of policies to employees. Identify and clarify issues while working collaboratively with employees to achieve prompt resolution. Perform other duties as assigned. Provide timely responses in a professional manner while resolving core issues. Ability to work in conjunction with additional corporate teams to support user base.

Community Relations Liaison

Respond to all leads received within 30 minutes or less by phone and complete subsequent necessary follow up in accordance with the Lead Nurturing Schedule on the sales microsite. Work with Yardi Team to properly provision CRM access to the appropriate communities. Work with IT to be on the marketing distribution list for assigned communities. Input completed and scheduled activities and notes into the CRM in live time.  Communicate clearly to the community team about scheduled visits and communication with the new lead. Use the Lead Manager function in the CRM to continuously advance pre tour leads to post tour leads.  Send weekly completed activities and highlights/lowlights from the week for each community to the Regional Director of Operations, Regional Director of Sales, and Sales Specialist Send immediate communication to DSM and ED on scheduled tours Understand family needs and refer to the appropriate community if need be. Understand partner offerings, resident requirements, and move in process.  Manage all new, pre-visit leads for the first 30 days in accordance with the Lead Nurturing Schedule on the sales microsite. Consistently meet or exceed visit, mystery shop, and move in goals Develop and maintain a good working relationship with all community-based employees, families, and residents.  Manage the decline and notification of duplicate leads on behalf of the community in accordance with the contractual obligation to decline within 3 business days.  Maintain the CRM daily with completed and scheduled activities, clear and detailed notes, and carry zero past due tasks.  Understand how to run move in and move out reports in Yardi Have excellent working knowledge of events, staff and key employees, resident ambassadors. Travel up to one week per quarter for community knowledge experiences.

Sales Specialist

Complete and send out site visit reports every ten days and host the site visit report review with the Divisional Director of Sales and Marketing, Vice President of Operations, and Regional Director of Operations. Schedule, organize, and conduct tours with prospective residents of independent and assisted living, memory care and skilled nursing. Respond and follow-up with all walk-ins, phone inquiries, and mail-ins timely and appropriately and treat each inquiry with value. Meet the targeted sales expectations with respect to call outs, first on-site personal touches, securing deposits, and move ins.  Create, plan, and implement special events at the community to bring in prospective residents and their family members. Take the lead with all sales that become uncertain, and instruct and teach the individual assisting with the lead on immediate next steps and strategies. Participate in huddle calls and all admissions related problem solving sessions.

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