Experience

• 

  Georgia department of community affairs

  Aug 1998 - now

  • Responsible for allocating over $30 million dollars annually in housing credits• Responsible for feasibility analysis of 70-80 annual applications with federal financing resources including 4% and 9% housing tax credits• Responsible for full range of tasks associated with the project management of housing tax credits• Manage a staff of five that is responsible for processing private activity bond applications and final applications for issuance of IRS Forms 8609 and Georgia State ITHC Forms• Responsible for reviewing and approving all project concept changes. • Policy development of the Qualified Allocation Plan and Market Study Manual• Manage a feasibility team of seven that are directly responsible for reviewing competitive applications for underwriting and feasibility analysis• Perform analysis to assess and improve complex management and operational issues• Responsible for IRS 8610 filing and requesting additional credits from federal pool Show less • Coordinate and implementation of special projects• Prepare application and allocation documents for distribution and web publication as needed• Evaluate and process housing credit applications, final cost certifications, and IRS Forms 8609 in accordance with the Georgia Qualified Allocation Plan and IRS Code Section 42• Organize professional input meetings and public meetings• Coordinated Q&A review for several competitive funding rounds• As interim Construction Management Program Specialist conducted construction document reviews at appropriate intervals; monitored properties construction through site reviews; reviewed and approved construction draws that utilized DCA issued federal funds• 2016 Team Lead for construction management review for funding round applications • 2017 Team Lead for financial feasibility team tasked with awarding low income tax credits and HOME loan funding to multifamily properties• 2018 Team Lead for compliance/asset management team tasked with compliance scoring, site review and community transportation • Coordinator for temporary staff• Procurement card holder and liaison for the division• Information Technology (IT) liaison for division Show less • Project assessment, determination of feasibility, underwriting, and allocation of Federal Low-Income Housing Tax Credits and State Investment Tax Credits under the state volume cap as specified in Section 42 of the IRS Code.• Determine eligibility of projects financed with tax-exempt private activity bonds.• Perform project cost, revenue and expense, and financial analyses of approved projects, and underwrite those that continue to meet State, Federal and program regulations and guidelines. • Prepare allocation documents • Participate in planning and program development the annual Qualified Allocation Plan and manuals Show less

  • Senior Tax Credit Manager

    May 2023 - now

  • Tax Credit Manager

    Jul 2019 - May 2023

  • Special Assistant

    Sept 2005 - Jul 2019

  • Tax Credit Underwriter

    Aug 1998 - Sept 2005