Property Manager Real Estate

Katie Dao- Palmer

Contact 951-***-**** * *****@**************.***

SUMMARY OF QUALIFICATIONS

• Over 25 years’ experience in Property Management

• Active California Real Estate License Since 2001

• Managed over 3,334 LIHTC units since 2006

• Manage over 1,285 Market/BOND/HCD/CDGB units since 2006

• 21 New/Acquisitions/Re-Syndication Lease-Ups since 2006

• Understands layered financing and how to apply to operations

• Owned and operated iCon Sports Performance since 2007-20016 April 2018 Current S0 Cal Investments, Carlsbad, CA Real Estate Commercial Division

• Investment Sales/Land Development Sales/Multi-Family Sales/Residential Sales/Affordable Housing Sales

• Consultation for LIHTC/BOND/HUD/CDGB/HCD/HOME Programs

• Analyzing policies and practices for owners/investors to guarantee programs adhere to state, federal as well as local law.

February 2006 – April 2018 Wasatch Property Management, Carlsbad, CA Compliance Director Affordable Housing/New & Rehab Development

• Responsible for ensuring that all affordable properties conform to all rules, regulations, and laws relevant to their properties funding.

• Directly manage the operations of a portfolio of thirty six multi-family affordable properties (4,172 units).

• Analyzing policies and practices to guarantee they adhere to state, federal as well as local law standards and assessments of possible legal and regulatory issues that may arise in the future.

• If a violation does occur, responsible for managing and correcting the problem as well as instituting policy to eliminate future non-compliance.

• Respond to all state, investor and monitoring agencies audits.

• Track all lease-ups to ensure goals are meet with the Credit Determination Letter and/or Investor.

• Create all affordable forms as well as update with policy changes.

• Update Utility Allowances, Rent and Income Limits, Fair Market Rents to the property level as well as Yardi/ResMan

• All IT errors or questions for Yardi Voyager/ResMan. Such as unit transfers, re-mapping set asides, gross rent changes, opening and closing TIC’s, as well as any other issues in the affordable module workflow.

• Monitor when changes occur to the Utility Allowances since often revised throughout the course of the year.

• Keep updated information on affordability mature dates or when funding is paid off (whichever is later of the two) to start the preservation process a year prior to expiration.

• If a new property comes on line create the affordable module in Yardi based on the Regulatory Agreements. In addition create a property checklist for new move-ins or recertification based off the property funding…there seems to be never one property with the same requirements.

• Collect CDLAC Special Requirements monthly to ensure on-going compliance until the 10 year period has expired.

• Monitor the Grace Hill training and workflow with employees in areas of improvement.

• Work and maintain relationships with CalHFA, SHRA, ABAG, California Municipal Finance Authority, City of Oceanside, County of San Diego and City of Norco, Utah Housing, CTCAC, WSHFC, and all Housing Authorities within the properties county.

• Work with each non-profit on ensuring the Family Composition Forms are properly completed and submit timely so no penalties are assessed.

• Conducting audits, identifying issues, filing reports, consulting with attorneys, assisting and supporting employees, overseeing compliance systems, and verifying policies.

• Another important role is to assist as a liaison between sites, monitoring agencies, investors, partners, and upper management.

November 2002 – November 2005 Sunrise Management, San Diego, CA Regional Property Manager

• Responding to owners/investor needs in a highly professional manor.

• Directly manage the operations of a portfolio of twenty two multi-family properties

• Solid financial skills, especially in matters of budgeting, expense control and cash flow analysis. Improving the bottom line.

• Ensure properties/projects are managed to their fullest potential.

• Provide support and feedback to property managers.

• Coordinate new strategies and programs to ensure long-term tenancy.

• Develop advertising and marketing programs.

• Create and manage annual budgets and management plan.

• Effectively manage daily operations, including tenant relations/retention, site visits and contracts.

• Work independently and in a team environment.

• Hire, train, supervise and motivate team members.

• Deal effectively with people in a wide variety of social and economic status.

• Maintain a smooth, organized and highly functional atmosphere.

• Prepare monthly management reports.

• Follow through on outstanding issues with vendors, owners and management. January 2001 – November 2002 Solari Enterprises, Inc. Anaheim, CA Regional Manager Affordable Housing/Tax Credit/New & Rehab Development

• Responding to owners/investor needs in a highly professional manor.

• Directly manage the operations of a portfolio of twelve properties (1658 residential units and 10 retail)

• Attending monthly board meetings.

• Solid financial skills, especially in matters of budgeting, expense control and cash flow analysis. Improving the bottom line.

• Ensure new development/Tax Credit communities are leased-up.

• Ensure properties/projects are managed to their fullest potential.

• Provide support and feedback to property managers.

• Coordinate new strategies and programs to ensure long-term tenancy.

• Develop advertising and marketing programs.

• Create and manage annual budgets and management plan.

• Effectively manage daily operations, including tenant relations/retention, site visits and contracts.

• Work independently and in a team environment. Hire, train, supervise and motivate team members.

• Deal effectively with people in a wide variety of social and economic status.

• Maintain a smooth, organized and highly functional atmosphere.

• Prepare monthly management reports.

• Follow through on outstanding issues with vendors, owners and management.

• Keeping knowledge of occupancy procedures and regulatory compliance to ensure compliance with CTCAC.

*Further experience upon request

Computer Software Skills

Strong Knowledge of Yardi Voyager and ResMan

Affiliations

• NOON Rotary of Temecula,

• California Board of Realtors

• National Association of Realtors

• AHMA Committee from 2002 to 2018

Certified as a National Affordable Housing Professional Executive (NAHP-e), Certified Professional of Occupancy (CPO), Housing Credit Certified Professional (HCCP), Specialist in Housing Credit Management (SHCM), Registered in Apartment Management (RAM), Fair Housing Compliance (FHC), Certified as a Housing Compliance Manager for HOME Funds (HCM-HF) and holds a current California Real Estate License. Represented Wasatch Property Management in the Affordable Housing Management Association (AHMA) and served on their regional seminar committee since 2002.

**Al Certifications are Recognized from NAHMA AND NAHB**

Contact this candidate