Compliance Associate | Paralegal | Legal Assistant

Supported compliance operations within the affordable housing industry, specifically under the Low-Income Housing Tax Credit (LIHTC) program, by resolving documentation issues and verifying applicant qualifications. Collaborated regularly with property managers to clarify information and ensure compliance. Reviewed complex financial and legal documents, including tax returns, paystubs, and divorce decrees, to determine program eligibility. Reviewed applicant and resident files in preparation for audits. Proactively engaged with property managers to support client retention through responsive service.

Maintained the Bank Loan Group’s electronic credit system, ensuring accurate record-keeping. Served as primary contact for Portfolio Managers and investment team, managing schedules and coordinating meetings. Provided administrative support to executives, including calendar management and email correspondence. Processed invoices and managed dues payments, maintaining financial accuracy. Organized and maintained filing systems to support office operations.