Junior Portfolio Coordinator

Position Summary :

The Junior Portfolio Coordinator supports the Portfolio Management team by assisting with administrative, compliance, and reporting tasks across a diverse real estate portfolio. This entry-level role is ideal for candidates looking to grow their knowledge in affordable housing programs, compliance, and asset management.

Key Responsibilities :

• Assist in maintaining and updating internal tracking systems for compliance documents (e.g., SAMS / DUNS, Bond, LIHTC, HUD, RD, HOME).
• Support the collection and organization of tenant qualification documentation under supervision.
• Help prepare and submit routine reports to stakeholders (monthly, quarterly, etc.) with guidance from senior staff.
• Coordinate with nonprofit partners to gather documentation for Welfare Exemptions and assist in reviewing property tax bills.
• Provide administrative support for IRS filings (e.g., 8703s, 8609s) and state-specific tax exemption submissions.
• Assist with monitoring and documentation for annual inspections and filings with housing authorities and state agencies.
• Participate in monthly compliance meetings and maintain communication logs with property management teams.
• Check compliance documents into the Asset Management Software system.
• Collect and organize monthly resident services reports.
• Perform general administrative tasks such as scanning, notarizing, mailing, and document delivery.
• Contribute to special projects and other duties as assigned.

Qualifications :

The above information is intended to describe the general nature and level of work being performed by employees assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required.

Benefits & Opportunities :

The compensation listed represents the expected salary for this position. A candidate's work experience and other job-related factors will also be considered.