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Customer Service Data Entry

Location:
Wappingers Falls, NY
Posted:
November 10, 2023

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Resume:

** ***** ** ********** ** Individual & Corporate Taxation and several of years of experience in the housing Sector, as a professional, I continue to develop my skills and expertise in provide technical and operational assistance to owner, agent, and clients to meet their short-term goals and long-term objectives.

EDUCATION

Bachelor of Art (BA), Accounting, Lehman college, Bronx, NY

SKILLS AND CERTIFICATIONS

Bilingual / Spanish (speak, write, and read),

Proficient with leading PC application, including Word, Excel, PowerPoint, and Outlook

Possess strong organizational, analytical, and problem-solving skills

Detail oriented and the ability to operate on a deadline driven schedule

YARDY

EXPERIENCE

C&C Apartment Management LLC 11/2020- Present

Compliance Specialist 2

Responsible to complete annual LIHTC recertification for properties within their portfolio

Prepares and send reminder notice to the residents at 90,60, and 30 days

Commences holdover for Failure to recertify by 2nd day of effective month

Review tenant files during recertification process to ensure they are in compliant with the applicable Affordable Program.

Ensure income/rent limits and utility allowances are accurate in each recertification.

Complete Monthly, quarterly and annual reporting

Assist in compiling/preparing data to ensure all annual/quarterly agency audit report are completed timely.

Assist in site file reviews for property audit preparation.

Provide excellent Customer Service.

New Settlement Apartment, Bronx, NY

Recertification Specialist 04/2019-11/2020

Review tenant files during the recertification process

Answer all recertification-related question from tenant and staffs

Follow establishment guideline

Calculate rent for annual and interim recertification

Monitors and tracks changes in member eligibility and informs appropriate departments within set timeframes.

Complete monthly, quarterly and annual reporting

Meet with residents as needed,

CGI FEDEREAL, New York, NY 10/2016 to 03/2019

(LIHTC) Low income housing Tax Credit Specialist

Scheduling and conducting initial case reviews to verify client eligibility.

Assist residents with the completion of paperwork as necessary.

Complete accurate and timely data entry of client information according established procedures.

Complete eligibility determinations for the Low-Income Housing Tax Credit programs and other housing

Compile and evaluate financial data to determine eligibility

Provide excellent customer service and promotes positive client relations



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