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Occupancy Specialist I (Monterey Pines)

WinnCompanies is looking for a Occupancy Specialist I to join our team at Monterey Pines, a 324-unit affordable housing community located in Richmond, CA.


In this role, you will be responsible for assisting the Property Manager with the initial, interim and annual tenant recertifications at the property or properties. You will also provide outstanding service to customers, residents, and clients


Please note that the pay range for this position is $20.00 to $23.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.


Responsibilities
  • Process initial, interim and annual recertifications. This includes: Notifying residents of their impending recertifications using notices supplied by Property Management Software.
  • Conduct the recertification interviews with residents. Review each recertification to ensure that all checklist items are complete. Send recertification verification forms to the appropriate agencies (e.g., Social Security Administration, place of employment, welfare agency, Veterans Administration) relevant banks and other organizations (e.g., drug stores).
  • Complete the recertification worksheet necessary to prepare the voucher (i.e., Form 50059) for the local HUD office, state agency, or local housing authority; this includes ensuring that the resident signs the recertification (HUD sites only).
  • Complete the recertification worksheet so that the annual Tax Credit reports (Tenant Income Certification TIC) may be prepared for the state compliance agency. This includes having the resident sign all applicable paperwork.
  • Assist the Property Management staff with preparing for the property review by owners, regulatory agencies, auditors, etc., as necessary.
  • Ensure all information is accurate and entered in the Property Management Software; Comply with company policies regarding the proper treatment of Tax Credit and Resident files.
  • Assist the Property Management staff with all facets of the move-in process; Ensure that files comply with the regulations of all funding/regulatory agencies, such as HOME and HIF.
  • Ensure recertifications are fully completed and executed with Property Manager and resident signatures by the date due.
  • Ensure the proper treatment of residents’ personal and private information; maintaining such records in accordance with local, state and/or federal law.
  • Ensure that the recertification reporting calendar is followed and that all recertification reports and letters to tenants are run and delivered timely.
  • Ensure all prospect information is maintained and managed in a waitlist and in compliance with regulations for waitlist management; including but not limited to completion of guest cards, purging the waitlist at periodic intervals to ensure active and available prospects are at the top of the list, keeping in contact with the top prospects to ensure interest continues when vacancies become available, etc.
  • Engage in marketing activities to increase prospect activities. Show vacant apartments or take prospects on property tours to solidify interest and pre-qualify applicants as necessary explaining income qualifications and required documentation for certification process.
  • Assist Property Management with PBA, Project Based Section 8 or other subsidy contract renewals, including calculation of utility allowances (HUD Contracts).
  • Perform special assignments as needed.


Requirements
  • High school diploma or GED equivalent.
  • Minimum of 1-2 years of experience in affordable housing and customer service.
  • Eager to learn the business and tasks at hand.
  • Proficiency in Microsoft Office applications.
  • Solid organizational and administrative skills.
  • Excellent customer service skills.
  • Outstanding verbal and written communication skills.
  • Superb attention to detail.
  • Ability to consistently meet required deadlines and follow schedules.
  • Ability to plan and schedule 4 months of work activity.


Preferred Qualifications
  • Associate's degree.
  • Experience with Yardi or RealPage property management software.
  • SHCM certification.
  • Certified Occupancy Specialist (COS) certification.
  • Certified Professional of Occupancy (CPO) certification.


$20 - $23 an hour

Our Benefits:

Permanent full-time US employees are eligible to participate in the following benefits:

- Generous time off policies (including 11 paid holidays (12 for MA employees); Generous Accrued Time Off increasing with years of service; Generous paid sick time; Annual day of service; Floating Holiday)

- 401(k) plan options with a company match

- Various Comprehensive Medical, Dental, & Vision plan options

- Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account options with HSA annual employer contribution

- Long Term Disability and voluntary Short Term Disability; Basic Term Life Insurance and AD&D; optional supplemental life insurance

- Health Expense Reimbursement program (including gym memberships, equipment, and subscriptions)

- Tuition Reimbursement program and continuous training and development opportunities

- Wellbeing program (group challenges, seminars, opportunities to earn points to reduce medical premiums), Employee Assistance Program, & Commuter and Parking Reimbursement options

- Employee Corporate Discount Programs (Verizon Wireless, Home Depot Pro, Staples, and more!)

- Flexible and/or Hybrid schedules are available for certain roles

- Employee Relief Program supporting employees with unexpected hardships that place undue financial stress on them and their families

- To learn more, visit winnbenefits.com


Why WinnCompanies?

A job you can be proud of: WinnCompanies is a nationally recognized leader in apartment community management and development. Our team members are committed to helping people in the communities we serve and making a positive difference in their lives. 

A job that challenges you: Our employees are responsible for our growth and success, and we challenge our team members to always be their best in our fast-paced, dynamic and rewarding workplace. 

A job you can learn from: We offer multi-faceted leadership and learning opportunities to support our team members’ career growth and professional development.

A team that caresWe value teamwork, innovation, diversity and mutual respect. Through our recognition and rewards programs, we’re committed to celebrating and uplifting our team members.

 

About Us:

WinnCompanies is a mission-driven, national business focused on building and operating top quality affordable housing communities for individuals and families of all incomes, including members of the U.S. Armed Forces and their families. Our people are the source of our success – 4,300+ team members working together to create the best possible living communities in 27 states, Washington, D.C., and Puerto Rico.

 

Whether your skills are in operations, maintenance, leasing, compliance, marketing, IT, HR, accounting or finance, there’s a role for you at WinnCompanies. Your passion for excellence can help us make a positive impact in the lives of real people every day.


If you are a California Resident, please see our Notice of Collection here.

Salary will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.


The position requires a background check which includes criminal, employment verification, reference checks, credit history and drug testing due to the following job responsibilities: administration of rental applications and other resident paperwork, acceptance of rental payments, unit inspections, and processing of financial and banking data.  Due to the access to personally identifiable information contained in resident applications and files, financial systems, unit keys, as well as interaction with resident population, employment applicants shall be subject to a criminal background check.  Qualified applicants with arrest or conviction records are encouraged to apply and will be considered for employment in accordance with the LA County Fair Chance Ordinance and the California Fair Chance Act.


Current Winn employees should apply through this internal link.

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$41600K
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What You Should Know About Occupancy Specialist I (Monterey Pines), WinnCompanies

WinnCompanies is excited to welcome a new Occupancy Specialist I to our team at Monterey Pines, a thriving 324-unit affordable housing community located in Richmond, CA. As an Occupancy Specialist, your key responsibility will be to assist the Property Manager with an array of tasks focused on tenant recertifications. This includes conducting initial, interim, and annual recertifications while ensuring that each resident receives top-notch service. You will actively manage communication with residents about upcoming recertifications and ensure all necessary paperwork is accurately completed. It’s all about partnership here – you’ll work closely with various agencies, processing necessary verification forms and ensuring everything is in line with the regulations required by HUD and local authorities. Beyond paperwork, you’ll also assist in the marketing efforts for the community by engaging with potential residents and showcasing available apartments. This role requires a keen attention to detail and solid organizational skills, making you an invaluable part of our mission to provide quality affordable housing. If you're eager to learn, have a background in customer service, and possess some familiarity with property management software, we'd love to hear from you. The position offers a competitive hourly wage ranging from $20.00 to $23.00, depending on experience. Come join us at WinnCompanies, where you'll make a real difference in the lives of the communities we serve!

Frequently Asked Questions (FAQs) for Occupancy Specialist I (Monterey Pines) Role at WinnCompanies
What are the responsibilities of an Occupancy Specialist I at WinnCompanies?

As an Occupancy Specialist I at WinnCompanies, you’ll take on important tasks such as processing initial, interim, and annual tenant recertifications for our residents. This involves notifying residents about their recertification and conducting interviews to ensure everything is complete. You'll also send verification forms to relevant agencies and ensure accurate data entry into Property Management Software, complying with local and federal regulations.

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What qualifications are required for the Occupancy Specialist I position at Monterey Pines?

To qualify for the Occupancy Specialist I role at Monterey Pines, candidates must have a high school diploma or GED, along with 1-2 years of experience in affordable housing and customer service. Proficiency in Microsoft Office and strong organizational skills are essential. While an associate's degree and certifications like the Certified Occupancy Specialist (COS) are preferred, a willingness to learn and grow is highly valued.

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How does WinnCompanies support professional development for Occupancy Specialists?

WinnCompanies places a strong emphasis on professional development for our Occupancy Specialists. With a focus on continuous learning, we offer a range of training opportunities, including tuition reimbursement programs and leadership development initiatives. We believe investing in our team members leads to better service for our residents and communities.

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What is the work environment like for an Occupancy Specialist I at Monterey Pines?

The work environment for an Occupancy Specialist I at Monterey Pines is dynamic and rewarding. You’ll be part of a supportive team committed to creating a positive living environment for residents. Frequent collaboration with colleagues and residents means you’ll engage in meaningful interactions daily, all while making a tangible impact on the community.

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How can I apply for the Occupancy Specialist I position at WinnCompanies?

Applying for the Occupancy Specialist I position at WinnCompanies is simple! You can submit your application directly through our careers page. Ensure you include your resume and highlight relevant experience in affordable housing and customer service to demonstrate your fit for the role.

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Common Interview Questions for Occupancy Specialist I (Monterey Pines)
Can you explain your experience with tenant recertifications?

When answering this question, detail your previous roles where you handled tenant recertifications. Discuss specific tasks you performed, such as conducting interviews, completing necessary forms, and ensuring compliance with HUD regulations. Highlight your attention to detail and how you maintained accurate records throughout the process.

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How do you prioritize tasks when managing deadlines for multiple tenants?

A great strategy is to discuss your time management approach. Emphasize your ability to create schedules and leverage tools to track tasks. Provide examples of how you've previously handled multiple deadlines efficiently, ensuring all recertifications were submitted on time.

Join Rise to see the full answer
What strategies do you use to ensure excellent customer service?

Highlight the importance of communication and empathy in delivering outstanding customer service. Provide examples of how you've effectively solved resident issues in the past and maintained a supportive relationship with tenants, ensuring their needs are always met.

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What software are you familiar with that relates to property management?

Discuss your experience with property management software, such as Yardi or RealPage, if applicable. Explain how you utilized these tools to manage tenant information, track recertifications, and ensure compliance with regulations. If you have limited experience, express your eagerness to learn and adapt to new systems.

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How do you handle sensitive personal information of residents?

Talk about your commitment to confidentiality and compliance with regulations governing personal information. Discuss your understanding of the need to maintain meticulous records and how you ensure the protection of residents’ data during all processes.

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What would you do if you found a discrepancy in a tenant's recertification information?

Explain how you would approach this situation. Mention that you’d cross-reference the information, reach out to the tenant for clarification, and ensure all necessary adjustments are made in line with compliance standards while keeping communication open and transparent.

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Why do you want to work for WinnCompanies as an Occupancy Specialist I?

This is a chance to express your alignment with WinnCompanies' mission. Discuss your values in affordable housing, your appreciation for community-focused service, and how you're excited about the opportunity to support residents and make a positive impact.

Join Rise to see the full answer
How would you engage a prospective tenant during a property tour?

Share techniques you’d utilize to connect with prospective tenants, such as providing detailed information about the community, listening to their needs, and addressing any concerns they might have. Highlight the importance of creating a welcoming atmosphere for potential residents.

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Describe a time when you had to meet strict deadlines. How did you manage?

Provide a specific example illustrating your ability to prioritize tasks and employ effective time management during a previous role. Speak about tools or methods you used to stay organized and ensure all deadlines were met without compromising quality.

Join Rise to see the full answer
What does excellent attention to detail mean to you in the context of this role?

Emphasize that excellent attention to detail involves thoroughness and accuracy in managing documentation and compliance with regulations. Discuss how this quality helps prevent errors in recertification processes and supports your commitment to providing exceptional service for residents.

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Through the efforts of our outstanding team members, WinnCompanies is the creator and champion of the best possible living communities for our residents and clients, achieved through strong partnerships, a passion for excellence and a commitment t...

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April 12, 2025

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