Lori Kocevar Email & Phone Number

Carmel, In, Us

Carmel, In, Us

Carmel, In, Us

Indianapolis, Indiana, Us

Indianapolis, Indiana, Us

Indianapolis, Indiana, Us

Indianapolis, Indiana, Us

In addition to Asset Manager duties - Review, research and provide recommendations to Committee for approval of the proposed Management Companies as part of due diligence on new projects. Train new staff on the Asset Management team and ensure consistency in our operations.

Indianapolis, Indiana, Us

Provide oversight of properties in portfolio by collecting and analyzing data on a monthly, quarterly, and annual basis.Assess property and partnership risk factors including items related to compliance with Section 42 provisions, terms of the partnership agreements, loans and insurance.Determine annual tax credit amount and calculate actual first year credit delivery. Cross reference with projections and guarantees in the partnership agreement to determine any upward or downward adjustments in equity.Monitor draws on the construction loans and process equity draws in accordance with the partnership agreements and manage the disbursement of equity for developer fees, and reserve account funding.Monitor compliance with terms of partnership agreement, including construction completion guarantee, permanent loan conversion, DCR, and tax credit delivery.Annually conduct site visits for potential issues property compliance reviews and physical inspections and follow compliance issues, deferred maintenance, or health and safety conditions. Watch list projects are visited more often.Review the annual operating budget for each property for performance in comparison to original projections and evaluate trends.Communicate with General Partners to ensure timely submission of tax returns and audits.Maintain project documents and collect and enter database information in the Investor Portal and Internal programs.

Supervise operation of 12 communities with approximately 950 units. Indianapolis, INConduct site visits and implement plan of action to improve any deficiencies notedEnsure consistency in our operations throughoutReview, provide recommendation and assist in preparation of updates to policies and procedures. Lead in the implementation and set up on new acquisition properties.Responsible for Human Resources activities, staffing and training at the properties.Ensure expenditures are within the budgets for each property.Assist in determination of need and execution of Capital improvements.Answer requests from the Indiana Department of Workforce DevelopmentLIHTC and HOME Compliance oversight on all propertiesPrepare and submit Annual Owner's Certification of Compliance to the state agencies Ensure successful REAC and MOR inspections for HUD funded projectsProven success turning apartment "projects" into "thriving communities" for both the resident and the investor.

Reynoldsburg, Ohio, Us

Three phases totaling 432 total units, 144 of which were new construction lease up.Consistent enforcement of an effective collection programBudget control through effective oversight of expendituresImplemented marketing programs and employee motivation reward programs.Through many perfect "secret shopper" scores, I earned designation in the "Gem Club".

350 unit acquisition rehab Section 42 community.Worked with Section 8 Vouchers and the inspection process associated with the program.Responsible for all functions of the community, excluding cutting checks for the payables. The management company was in South Carolina, and did not have other properties in the state. Operated the project under extreme financial hardship with success maintaining and gaining residents.

Denver, Colorado, Us

Manage all facets of 224 unit market rate property.Duties included customer service, vendor relations, scheduling, budget control, leasing and marketing, resident retention, and curb appeal.Finished the first Quarter of 2001 in the top 5% of the region in increased CNOI

Managed sites with 350 to 450 units. Regional and Auditor positions covered 6 properties with 1800 units.All management systems were manual. Service Request, Rent Ledgers, Availability Reports.Conducted audits of all resident accounting, resident files, market ready units, curb appeal, OSHA adherence and liability issues for my regionMaintained no less than 93% occupancy during my tenures as manager.Oversaw reconstruction and small lease up of 24 fire-damaged units. Regained 100% occupancy of those units within 7 days. Professional Designations and Certifications: CAPS - Certified Apartment Portfolio SupervisorDesignation through the Nation Apartment AssociationAll-encompassing property management HCCP - Housing Credit Certified ProfessionalDesignation through the National Association of Home BuildersTax Credit specialty (LIHTC)NCP-Exec - National Compliance Professional, Executive Level achieved by passing exam at 97%Designation through Housing Credit CollegeTax Credit Specialty (LIHTC)AHM - Assisted Housing ManagerDesignation through Quadel ConsultingHUD-subsidized multifamily housing specialtyNational Crime Free Multi-housing CertificationCertified by; Crime prevention techniques including removing physical barriers and deterrence at application