Casa Familiar, Inc.
Reports to:
Acquisition and Finance Officer
Casa Familiar (Casa) was founded in 1973 and is a 501(c)(3) community-based organization dedicated to serving residents in South San Diego County and specifically the border community of San Ysidro.
Casa Familiar’s mission
is to enhance quality of life for low‑income individuals and families through advocacy, social services, education, affordable housing, arts and culture, and community and economic development.
Casa’s values are RESPECT, INTEGRITY, FAMILIA, CULTURE, AND COMMUNITY.
Casa seeks to employ individuals that perform all assignments with a positive “can‑do” attitude while demonstrating organizational values. Ideal employees have a strong desire to support Casa Familiar’s mission and the community we serve.
POSITION OVERVIEW The Assistant Project Manager supports the development process from project inception to project completion and stabilization.
The role is responsible for supporting the overall management of projects through the life cycle of project development for current and future properties that are funded through a variety of private, federal, state, grants and local sources.
Focused on affordable housing, the candidate will be a key member of the community development team working in partnership with other real estate professionals in a collaborative, team‑oriented environment.
Successful work performance requires skill in coordinating work with other departments and outside agencies.
The position interfaces closely with Casa Familiar’s Executive Management, Board of Directors, Accounting, Asset and Property Management and staff within the Community Development division.
Real Estate Portfolio & Pipeline Casa’s housing portfolio consists of several affordable multi‑family complexes, community facilities and commercial space, located in the southern portion of San Diego County.
Its portfolio includes several large affordable housing complexes in which Casa is the managing general partner.
Casa Familiar manages a scattered site portfolio of smaller affordable housing complexes for which it is the sole owner.
Casa also operates several community facilities including office space and recreational facilities owned by the City of San Diego.
Casa Familiar has a pipeline of projects and is scaling existing capacity for considerable growth.
JOB SUMMARY The project manager participates in all aspects of the real estate development process, including sourcing, managing due diligence, reviewing third party reports, working with legal and community development teams to facilitate closings, design, entitlement and construction oversight process, and lease up and transition to stabilized operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES Project Management of Pipeline Deals – 40%
Participate in the evaluation of potential development sites; perform feasibility analysis for vacant land or existing buildings for potential acquisition, construction and or rehabilitation.
Collaboration with the Acquisition and Finance leads on the project proformas and assist in performing thorough and complete financial feasibility analysis for existing and potential sites.
Conduct due diligence tasks to safeguard the organization’s investments and corporate integrity.
Prepare applications for funding, regulatory approvals, coordinate loan closings and prepare draw requests; and other matters related to affordable housing development.
Coordinate and prepare packets for lenders, vendors, consultants, etc.
Solicit and coordinate the work of professional consultants.
Obtain project approvals from planning and building departments and other regulatory agencies.
Update and adhere to project schedules.
Review and oversee the implementation of tenant relocation plans.
Oversee project design development and preparation of project plans and specifications.
Conduct and participate in periodic owner walks and construction site inspections.
Schedule and manage construction/draw request meetings; supervise activities of project consultants on a project‑by‑project basis; monitor construction activities to ensure quality construction and appropriate cost controls.
Maintain accurate and complete project records, including project progress reports; track and manage project costs; review loans, grant and other related financing documents.
Prepare and/or assist with the preparations of presentations before public agencies, elected officials, community groups and financial institutions; attend, present information, and participate as necessary, at city council housing committee, or other governmental agency department meetings when project specific issues or matter related to affordable housing are being discussed.
Support the project close out and transition of the project to the Property and Asset Management teams.
Assist in the planning of groundbreakings and grand openings, as needed.
Assist the team in planning or preparing for community and media inquiries.
Funding Applications, Budget Tracking & Reporting – 40%
Support the submission of various funding applications.
With team support, seek out sources of additional funding and help prepare financing applications or provide other documentation in support and provide initial options for acquisition, development, construction, and permanent financing.
Support formal budget approval prior to project implementation, including those requiring expenditure of Casa Familiar internal resources.
Support the long‑term viability by budgeting adequate reserves and operating expenses in consultation with Property and Asset Management.
Support the protection of Casa Familiar’s assets and resources through conservative assumptions, and clear documentation of loan and partnership terms.
Support the project budget and budget tracking process, review draw requests and track project flow of funds, reimbursements etc.
Support the preparation and submission of required compliance reporting.
Develop, provide, and present reports, performance dashboards, and other similar materials as required by various stakeholders.
Maintain effective relationships with residents, community and industry groups, including partners, investors, lenders, and regulatory bodies.
Work with the Finance Department to review and deliver audits, budgets, monthly reports and updates to required parties including executive leadership and board of directors.
Other Duties – 20%
Participate in various external working groups dedicated to community development and/or affordable housing etc.
Demonstrate cultural competence by interacting respectfully and effectively with people of all cultures, languages, classes, races, ethnic backgrounds, religions, and other diversity factors in a manner that recognizes, affirms, and values the worth of individuals, families, and community and protects and preserves the dignity of each.
Perform other related duties as assigned.
Participate in various agency events and initiatives as required or needed.
Other duties as assigned.
Supervision This position is not expected to directly supervise staff. This position is expected to act as the owner’s representative and oversee vendors and contractors for capital projects.
SKILLS, EXPERIENCE, AND EDUCATIONAL REQUIREMENTS
1‑3 years of real estate project management experience.
Excel experience, strong analytical and financial modeling skills preferred.
Exposure to financial proformas to include the initial development of proformas.
Exposure to financing sources such as TCAC, LIHTC, MHP, AHP, etc.
Exposure to the various tax and financing alternative programs.
Detail‑oriented with a commitment to a high‑quality work product.
Ability to think independently and present viewpoints in a thoughtful and professional manner.
Strong organizational skills.
Ability to present information in oral and written form clearly and concisely.
Well‑developed interpersonal and communication skills.
Passion for the field of real estate finance/real estate development.
Outstanding analytical, verbal, and written communication skills.
Computer proficiency in Word, Excel, and Outlook.
Ability to work with diverse cultures and aptitudes.
Valid California driver’s license and regular availability of an insured vehicle for travel within the San Diego County area.
ADDITIONAL INFORMATION This position requires sitting at a desk or workstation, walking, standing, climbing stairs, hearing, speaking, being able to lift up to 25 lb., and being able to drive to the bank and do other errands pertaining to organizational operations.
A background check is required. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
This is a full‑time, exempt position with occasional work responsibilities on weekends and/or evenings depending on the season calendar.
BENEFITS SUMMARY
Medical, dental, vision, and life insurance.
403(b) Retirement – Casa contributes 3% of your annual income.
Vacation, Sick, Wellness days, Bereavement, Jury duty hours paid.
Casa Familiar is an equal employment opportunity employer. Casa does not and shall not discriminate on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Acquisition and Finance Officer
Casa Familiar (Casa) was founded in 1973 and is a 501(c)(3) community-based organization dedicated to serving residents in South San Diego County and specifically the border community of San Ysidro.
Casa Familiar’s mission
is to enhance quality of life for low‑income individuals and families through advocacy, social services, education, affordable housing, arts and culture, and community and economic development.
Casa’s values are RESPECT, INTEGRITY, FAMILIA, CULTURE, AND COMMUNITY.
Casa seeks to employ individuals that perform all assignments with a positive “can‑do” attitude while demonstrating organizational values. Ideal employees have a strong desire to support Casa Familiar’s mission and the community we serve.
POSITION OVERVIEW The Assistant Project Manager supports the development process from project inception to project completion and stabilization.
The role is responsible for supporting the overall management of projects through the life cycle of project development for current and future properties that are funded through a variety of private, federal, state, grants and local sources.
Focused on affordable housing, the candidate will be a key member of the community development team working in partnership with other real estate professionals in a collaborative, team‑oriented environment.
Successful work performance requires skill in coordinating work with other departments and outside agencies.
The position interfaces closely with Casa Familiar’s Executive Management, Board of Directors, Accounting, Asset and Property Management and staff within the Community Development division.
Real Estate Portfolio & Pipeline Casa’s housing portfolio consists of several affordable multi‑family complexes, community facilities and commercial space, located in the southern portion of San Diego County.
Its portfolio includes several large affordable housing complexes in which Casa is the managing general partner.
Casa Familiar manages a scattered site portfolio of smaller affordable housing complexes for which it is the sole owner.
Casa also operates several community facilities including office space and recreational facilities owned by the City of San Diego.
Casa Familiar has a pipeline of projects and is scaling existing capacity for considerable growth.
JOB SUMMARY The project manager participates in all aspects of the real estate development process, including sourcing, managing due diligence, reviewing third party reports, working with legal and community development teams to facilitate closings, design, entitlement and construction oversight process, and lease up and transition to stabilized operations.
ESSENTIAL DUTIES AND RESPONSIBILITIES Project Management of Pipeline Deals – 40%
Participate in the evaluation of potential development sites; perform feasibility analysis for vacant land or existing buildings for potential acquisition, construction and or rehabilitation.
Collaboration with the Acquisition and Finance leads on the project proformas and assist in performing thorough and complete financial feasibility analysis for existing and potential sites.
Conduct due diligence tasks to safeguard the organization’s investments and corporate integrity.
Prepare applications for funding, regulatory approvals, coordinate loan closings and prepare draw requests; and other matters related to affordable housing development.
Coordinate and prepare packets for lenders, vendors, consultants, etc.
Solicit and coordinate the work of professional consultants.
Obtain project approvals from planning and building departments and other regulatory agencies.
Update and adhere to project schedules.
Review and oversee the implementation of tenant relocation plans.
Oversee project design development and preparation of project plans and specifications.
Conduct and participate in periodic owner walks and construction site inspections.
Schedule and manage construction/draw request meetings; supervise activities of project consultants on a project‑by‑project basis; monitor construction activities to ensure quality construction and appropriate cost controls.
Maintain accurate and complete project records, including project progress reports; track and manage project costs; review loans, grant and other related financing documents.
Prepare and/or assist with the preparations of presentations before public agencies, elected officials, community groups and financial institutions; attend, present information, and participate as necessary, at city council housing committee, or other governmental agency department meetings when project specific issues or matter related to affordable housing are being discussed.
Support the project close out and transition of the project to the Property and Asset Management teams.
Assist in the planning of groundbreakings and grand openings, as needed.
Assist the team in planning or preparing for community and media inquiries.
Funding Applications, Budget Tracking & Reporting – 40%
Support the submission of various funding applications.
With team support, seek out sources of additional funding and help prepare financing applications or provide other documentation in support and provide initial options for acquisition, development, construction, and permanent financing.
Support formal budget approval prior to project implementation, including those requiring expenditure of Casa Familiar internal resources.
Support the long‑term viability by budgeting adequate reserves and operating expenses in consultation with Property and Asset Management.
Support the protection of Casa Familiar’s assets and resources through conservative assumptions, and clear documentation of loan and partnership terms.
Support the project budget and budget tracking process, review draw requests and track project flow of funds, reimbursements etc.
Support the preparation and submission of required compliance reporting.
Develop, provide, and present reports, performance dashboards, and other similar materials as required by various stakeholders.
Maintain effective relationships with residents, community and industry groups, including partners, investors, lenders, and regulatory bodies.
Work with the Finance Department to review and deliver audits, budgets, monthly reports and updates to required parties including executive leadership and board of directors.
Other Duties – 20%
Participate in various external working groups dedicated to community development and/or affordable housing etc.
Demonstrate cultural competence by interacting respectfully and effectively with people of all cultures, languages, classes, races, ethnic backgrounds, religions, and other diversity factors in a manner that recognizes, affirms, and values the worth of individuals, families, and community and protects and preserves the dignity of each.
Perform other related duties as assigned.
Participate in various agency events and initiatives as required or needed.
Other duties as assigned.
Supervision This position is not expected to directly supervise staff. This position is expected to act as the owner’s representative and oversee vendors and contractors for capital projects.
SKILLS, EXPERIENCE, AND EDUCATIONAL REQUIREMENTS
1‑3 years of real estate project management experience.
Excel experience, strong analytical and financial modeling skills preferred.
Exposure to financial proformas to include the initial development of proformas.
Exposure to financing sources such as TCAC, LIHTC, MHP, AHP, etc.
Exposure to the various tax and financing alternative programs.
Detail‑oriented with a commitment to a high‑quality work product.
Ability to think independently and present viewpoints in a thoughtful and professional manner.
Strong organizational skills.
Ability to present information in oral and written form clearly and concisely.
Well‑developed interpersonal and communication skills.
Passion for the field of real estate finance/real estate development.
Outstanding analytical, verbal, and written communication skills.
Computer proficiency in Word, Excel, and Outlook.
Ability to work with diverse cultures and aptitudes.
Valid California driver’s license and regular availability of an insured vehicle for travel within the San Diego County area.
ADDITIONAL INFORMATION This position requires sitting at a desk or workstation, walking, standing, climbing stairs, hearing, speaking, being able to lift up to 25 lb., and being able to drive to the bank and do other errands pertaining to organizational operations.
A background check is required. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
This is a full‑time, exempt position with occasional work responsibilities on weekends and/or evenings depending on the season calendar.
BENEFITS SUMMARY
Medical, dental, vision, and life insurance.
403(b) Retirement – Casa contributes 3% of your annual income.
Vacation, Sick, Wellness days, Bereavement, Jury duty hours paid.
Casa Familiar is an equal employment opportunity employer. Casa does not and shall not discriminate on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
#J-18808-Ljbffr