Terence Walker

Experience

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  Georgia Department of Community Affairs

  Jan 2005 - Jan 2007

  Compliance Officer

  Responsible for daily operations of a 360 mixed-use multi-family asset in Braintree, MA, and managing a $1.7M rehab of a property in Atlanta, GA. Responsibilities encompassed overseeing the operation, physical condition, and financial performance of the properties including tenant relations, expense control, contract negotiations, capital improvements, vendor management, property/building maintenance, security, legal issues, accounting, and insurance. Managed a staff of 9. » Established and monitored the property budget on a daily basis in accordance with established goals; and kept expenses in line with the budget. Ensured that all applicable deposits, rents, and other fees and ancillary revenues were collected and deposited. » Reviewed and approved invoices and monitored receivables. Monitored financials to ensure budget requirements were met. » Reduced costs by renegotiating different service contracts to reduce operating costs. » Performed site inspections for maintenance needs, safety hazards, landscape needs, curb appeal, signage, etc.» Developed and submitted complete and accurate annual budgets, meeting all deadlines and demonstrating through analysis and consideration for the goals of the property as well as the market conditions.» Oversaw assets with emphasis on cost containment, NOI growth and delivery of the highest levels of client services. Show less

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  JRK Residential

  Jan 2010 - Jan 2014

  Compliance Manager | Business Coach

  Responsible for LIHTC compliance monitoring and training across 15 mixed-use properties and five states: GA, MI, AR, IN & TN. » Worked with staff to update property information systems such as income limits, rent limits, utility allowances, and AMI changes in Yardy Voyager.» Led onboarding leasing personnel to prepare all marketing/sales, customer service, and compliance related forms and documents.» Implemented best practices to reconcile and maintain on site files records and software system records to comply with regulatory requirement.» Efficiently provided regulatory program research to help resolve conflicts and management with information to establish fair and sustainable compliance policies.» Consistently maintained “Above Satisfactory” audit scores for all properties. Show less

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  Yardi Systems

  Jan 2014 - Jan 2019

  Account Manager

  Served as single point of contact for dedicated customer accounts with emphasis client support, training, and renewals. Understood customer goals, defined successes and challenges, developed and executed delivery of Success Plans, KPI’s and Performance Scorecards to facilitate resolutions.Account Management/Customer Success═══════════════════════════════════» Served as trusted advisor to partners on business process enhancements based on customer best practices, business knowledge, and visibility into current vs. future product capabilities.» Developed the customer journey and the necessary playbooks that scaled and enabled Yardi to effectively launch, onboard, and retain customers. Assisted accounts with design, testing, implementation, and maintenance projects of Yardi products.» Influenced transformation within accounts to drive adoption of best practices and new functionality toward optimal utilization of the new payment processing platform and Rentcafe.» Served as a customer advocate communicating channel feedback to internal teams to drive product improvements and a better customer experience.Sales Support═══════════» Partnered with Sales counterparts around serving customer’s needs, fulfilling expectations set in the sales cycle, and maintaining close customer relationships to identify new education or consulting service opportunities.» Created and presented technical and business content via formal presentations and webinars in addition to performing business operational reviews with customers. Show less

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  One11 Advisors, an Altus Group business

  Oct 2019 - Oct 2022

  Senior Consultant

  Led priority engagements with large property management companies to provide a path for clients to gain a competitive advantage via OnSite, Entrata, and Yardi software platform implementations, optimizations, software support, and training. Responsible for client satisfaction/retention and strategic expansion, ROI analysis, end-user adoption, process efficiencies, organic growth of the business, and complex issue resolution.» Conducted data-driven assessments, and client alignment sessions that produced strategic insights to support actionable strategy and system migrations.» Delivered technology roadmaps & assessments that provided next step and outcome-focused plans to identify performance optimization opportunities.» Identified and analyzed processing issues with client impacts, consistently communicating situational status and resolution, advising on SLA performance both internally and externally and developing improvement plans to address client problems.» Took personal ownership of issues encountered during delivery projects and new system implementations. Ensured a high degree of accuracy with all communications/deliverables and documenting processes for customer success. » Created individual strategic account plans for each customer, providing a long-range vision with an integration of technology up-sell opportunities, professional services, training, and support into a related product. Show less

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  Housing Development Corporation

  Jan 2023 - now

  Director of Compliance

  Direct foundational and strategic compliance related activities for an Affordable Housing portfolio with 25 properties. Accountable for enterprise compliance initiatives related to FHMP, audit reviews, affordable housing regulatory agreements, enterprise income verification, investor/government relations, tenant selection plans, annual certifications, regulatory documentation, reporting systems, file maintenance, and staff management/training. Program Compliance & Audit Leadership═══════════════════════════════════» Ensure overall agency compliance with the regulations, rules, policies, and procedures that govern property portfolio including LIHTC, HUD, MHP, HOME, and RD.» Oversee program regulatory documentation including income and rent limits, unit set asides, utility allowance schedules, resident selection plans, resident file component, and Affirmative Fair Housing Marketing plans compliance.» Ensure all property management staff are trained in annual review certifications, preparing reports of findings, and overall lease/documentation process related to the file and gross rent charges.» Monitor audit preparations at all properties, including reviewing documents and letters in response to HUD, LIHTC, RD, and regulatory audits including affirmative fair housing marketing plan, and management plan.Annual Certifications & Reporting═════════════════════════════» Oversee the application process in Yardi Voyager and RentCafe to determine eligibility for all affordable housing programs including income verification, unusual expenses, and RightSource data to generate rent, utility allowance, and deposit calculations.» Implement staff training on processing HAPs, access income reporting, repayment agreement, and TRACs submissions.» Manage the preparation of the end of year demographic report and all State annual reporting to tax credit, HUD, and RD programs.» Administer annual certificate of compliance and attach with the property owner’s signature. Show less