Compliance Specialist

Compliance Specialist

This position is open until filled with the first application review date of October 15th, 2025. This temporary position serves as an Application Reviewer for the Board of Housing Homeowner Assistance Fund Program. The position is being created to assist with the implementation of the Montana 2021 - 2025 COVID-19 Homeownership Assistance Fund (HAF) program created by the American Rescue Plan Act of 2021 that was signed into law on March 11, 2021. This program provides home repairs to prevent displacement, mortgage assistance and other eligible expenditures for eligible homeowners throughout Montana. This federally funded full-time temporary position is expected to last until September 30, 2026, or when federal funding runs out and / or there is no longer a business need for the position.

Job Overview : This position will review applications and determine eligibility for assistance from the complex federal program and report to the Homeowner Assistance Fund Program Supervisor. Compliance Specialist responsibilities include, but are not limited to, reviewing applications, analyzing income and tax information, communication with various parties both internal and external, making decisions about program eligibility, and suggesting program improvements.

Responsibilities include :

• Reviewing paper and electronic applications, examining income documents, income tax returns, deeds of trust, and other documentation required from applicants to determine regularity compliance and established eligibility criteria to provide mortgage and / or utility assistance.
• Utilizing Montana Cadastral, County websites and various other websites to research ownership and title interest in order to determine eligibility for assistance.
• Communicating both electronically and verbally with applicants, to determine homeowner needs.
• Initiates and responds to customer inquiries regarding homeowner's needs, including sending requests for financial information.
• Managing application and pertinent homeowner data. Tracks requests for research and information from internal and external sources for the purpose of resolving application issues and maintaining customer contact logs.
• Responsible for record management for the HAF Program by establishing and maintaining HAF records in accordance with regulations and governing laws.

Qualifications - External

Minimum Qualifications (Education and Experience) :

Knowledge :

Skills :

Abilities :

How to apply : Apply online by submitting your resume.

Benefits :

Other important information to be aware of :

Location : Helena

Requisition ID : 25142266