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The City of San José, the Capital of Silicon Valley, is one of the nation's best-managed cities and one of the top ten cities in which to live, work, and do business.? Moreover, San José is the center of cultural, government, and economic activity for the region.? The employees of the City of San José have embraced the following values:? Integrity, Innovation, Excellence, Collaboration, Respect, and Celebration.? The City' s Housing Department is seeking an individual whose values align with the values of the City's employees.

The City of San José Housing Department's mission is to strengthen and revitalize our community through housing and neighborhood investment.

The Housing Department is seeking a Development Officer in the Asset Management team to provide oversight of City's affordable housing portfolio. The Development Officer should be well versed in real estate finance, have strong financial and technical skills, and will provide leadership to three (3) Development Specialist positions. The Development Officer is team member in the Residential Development Division (RDD) and will report to the Senior Development Officer of Asset Management. The RDD teams work collaboratively to implement housing and community development programs and projects that benefit San José's low-income communities.

The portfolio consists of over 176+ multi-family residential developments, public facilities, shelters, and/or new development projects and over 15,000 housing units. Candidates must be able to understand, interpret, and enforce financing and development agreements. In addition, they must have a general understanding finance and accounting, fair housing, rental laws, and rent limits. The incumbent is responsible for compliance of local/state/federal regulations, ensuring financial viability and providing overall asset strategy and policy development of the portfolio.

The Development Officer will also review of title reports, value analysis, coordination and execution of loan documents, processing payoff transactions (including equity-share and interest computations), subordination agreements, reconveyance/recission documents, and the review and underwriting of loans for various housing programs assisting qualified moderate- and low-income homeowners in San Jose.

The incumbent will be responsible for managing single family and multifamily assets:

Multi-Family Portfolio:

• Financial reviews of operating budget, capital improvement plans, and audited financial statements;
• Reviewing, calculating, and auditing cash flow analysis for portfolio assets;
• Assessing property reserves and approving replacement reserve request;
• Preparing or provide oversight of loan interest calculations, loan balance audit confirmations, loan payoffs and database maintenance;
• Assessing, invoicing, collecting fees and payments owed to the City;
• Preparing annual risk rating assessments of the project loans and calculates the loan loss reserve;
• Evaluating the financial strength of multifamily apartment projects and making recommendations for solutions to operating issues that are mutually beneficial to the borrower and the City;
• Tracking property management data and identifying trends, including vacancy rates and rental rates;
• Reviewing project replacement reserve funds including draw approvals, fund balances, and deposit requirements;
• Ensuring invoices are issued to collect the net cash flow (residual receipt payments) due to the City;
• Collection of required project and operating documents from borrower;
• Reviewing annual tenant income and rent information (rent rolls) submitted by project owners/managers to ensure compliance with applicable affordability and operating covenants;
• Responsible for coordinating the collection of compliance data including collecting and verifying compliance data in the field, auditing and monitoring on site compliance files.
• Verification of appropriate insurance coverage to ensure that the City's assets are projected;
• Reviewing management plans, management agreements, fair housing documents, and other operating documents to ensure they meet appropriate requirements;
• Collecting and reviewing multifamily revenue bond compliance documents and assisting in reporting to CDLAC and/or other state of federal regulatory bodies; and
• Calculate rent and income limits as prescribe by regulatory agreements.

Single-Family Portfolio:

• Process payoff transactions, subordination agreements, and reconveyance/recission documents.
• Review and underwrite loans for various affordable housing programs assisting moderate- and low-income homeowners in San Jose including eligibility for loan deferments
• Perform analysis of income documentation for both personal and business tax returns to determine program eligibility.
• Review title reports for liens, encumbrances, and other conditions affecting title, and facilitate in the achievement of clear title.
• Ensure annual loan compliance is met, including: maintenance of current property insurance, payment of property taxes, owner-occupancy of property, and other requirements as stipulated in the loan.
• Ensure safe keeping of legal documents and accurate data in Salesforces
• Work with developers, lenders, escrow officers on single family real estate transactions
• Calculate income limits and affordable housing costs

Knowledge and skill set required for the position:

The position requires a person who can coordinate effectively with City staff from other departments, outside agencies, and developers; work well both independently and as part of a team; and have excellent written and oral communication skills.

Other attributes include:

• Strong financial and technical skills
• Strong analytical skills to evaluate risks and strategies
• Strong real estate finance and due diligence review of real estate assets
• Experience in affordable housing
• Ability to building significant relationships with outside organizations, city staff and key stakeholders

This recruitment may be used to fill multiple positions in this, or other division or departments. If you are interested in employment in this classification, you should apply to ensure you are considered for additional opportunities that may utilize the applicants from this recruitment.

The Office of the Assessor-County Clerk-Recorder and Chief Elections Officer is seeking well-qualified candidates for the position of Principal Appraiser.  Principal Appraisers must have thorough knowledge of Property Tax and the Revenue and Taxation Code as it relates to Real Property Valuation, Change in Ownership reassessment or exclusion requirements, New Construction valuation, Decline in Value valuation, Property Classification, etc.
 
The department currently has two vacancies in the areas of Residential and Commercial real property appraisal and assessment.
 
The Principal Appraisers share a critical role in assisting the Chief Appraiser and Deputy Assessor in the completion of the Office's mission to determine the assessed value of all taxable property located in San Mateo County, the creation of the official record of taxable property (approximately 240,000 assessments each year in the local assessment roll), and the sharing of this information with the County Controller and Tax Collector and making it publicly available.
 
This is an exciting time for seasoned Principal Appraisers to join our dynamic team of Appraisal professionals. The Assessor's Office is currently involved in several major projects, including the development of a new Assessor's Property Assessment System (APAS), and the appraisal and assessment of several large-scale new generation commercial, manufacturing, research and development, and mixed-use developments being built throughout San Mateo County.  Principal Appraisers may be called upon to provide subject matter expertise in the development of the Assessor's Property Assessment System.

 

Examples Of Duties

The technically-savvy and experienced individuals hired for these positions will have the responsibility to supervise appraisal and exemption staff in the timely collection, processing, and analysis of valuation data for real, personal, tangible, and intangible property for tax assessment purposes, and to manage the impact of the new regulations.
 

Additional responsibilities and duties of these Principal Appraisers will include (but are not limited to):

• Planning, organizing, training, supervising, reviewing, and evaluating the work of appraisal staff
• Providing advanced support in the most difficult, specialized, or high-value or high-risk appraisals
• Fostering professional growth and effective working relationships
• Managing, analyzing, and evaluating special projects
• Providing subject matter expert (SME) advice to IT analysts/team in the development of the new Assessor Property Assessment System

The ideal candidates will possess:

• Knowledge of supervisory principles and practices including work planning, scheduling, assignment, and review, and employee training, evaluation, and corrective action
• Technical and professional knowledge of appraisal procedures for real, personal, and intangible property
• Understanding of California Property Tax laws, State Board of Equalization guidelines, and Uniform Standards of Professional Appraisal Practice; and the ability to read, interpret, and apply these rules, policies, and procedures
• Familiarity with systems, technology, and desktop applications
• Ability to appraise and assess complex property interests as per California statutes and Property Tax Rules and Regulations
• Skill in analyzing information and using sound independent judgment to make decisions and determine appropriate courses of action, including recommending legal actions
• Effective communication skills in both oral and written formats, including formal presentations
• Capability to be adaptable and resourceful
• Team building skills and effective ways of motivating and leading others to meet the challenges of a changing work environment
• Leadership skills, the ability to be a team player, and the ability to build strong interpersonal relationships
• Training experience to train new staff and develop appraisal and property tax assessment skills in all employees
• Ability to manage a heavy workload, including reviewing hundreds of appraisals and assessments per week and providing the appropriate feedback to staff

 
THE DEPARTMENT AND DIVISION
The mission of the Office of the Assessor-County Clerk-Recorder and Chief Elections Officer is to ensure equitable treatment of County property owners by accurate and fair valuation of land, improvements, and businesses; to create an accurate public record of recorded transactions relating to people and property within San Mateo County; and to register County citizens to vote and efficiently conduct honest elections.
 
The Department is responsible for:

• The maintenance of 240,000 assessments and a local property tax roll of over $238 billion.
• The maintenance of County birth, death, and marriage records.
• The maintenance of over 3,000,000 recorded land records.
• The facilitation of local elections.
• The maintenance of the voter registration rolls representing over 330,000 County voters.

 
The Department is also responsible for a budget of $20 million, election billing to all jurisdictions, and 15 governmental trust funds.
 
 

Qualifications

Licensure/Certification: Acquisition within one year of appointment of a permanent Property Tax Appraiser Certificate issued by the California State Board of Equalization.  
 
Education and Experience: Any combination of education and experience that would likely provide the required knowledge, skills and abilities is qualifying.
 
The preferred qualifications include:

• A Bachelor's degree, and
• Six years of experience performing a full range of appraisals of tangible and taxable property, of which three years are for tax assessment purposes preferably with an Assessor's Office in California, and
• Experience appraising and assessing at least 3,000 or more residential properties, and
• Three years of experience with Assessment Appeals

Additional preferred qualifications include:
 

• Previous completion of advanced level courses offered by the California Board of Equalization and/or the Appraisal Institute
• Advanced Appraiser Certification issued by the State Board of Equalization.

Three years of experience as a Sr. Appraiser with San Mateo County Assessor's Office is considered qualifying experience.
 
The preferred and most highly qualified candidates will have experience in both the commercial and residential areas.
 
Specialized knowledge of Property Tax Rules and Regulations and Revenue and Taxation Code as they relate to Change in Ownership, Transfers, Assessments, etc., is a plus.
 
Knowledge of:

• Supervisory principles and practices, including work planning, scheduling, assignment, and review, and employee training and corrective action
• Technical and professional knowledge of appraisal procedures for real, personal, and intangible property
• Principles, methods, and techniques of effective interviewing, negotiating, and case management
• Training methods, procedures, and requirements
• California Property Tax statues and Rules and Regulations
• California State Board of Equalization guidelines
• Uniform Standards of Professional Appraisal Practice
• Court decisions affecting assessment procedures
• Methods to appraise typical real property, personal property, and Possessory interests
• Methods to appraise Special Properties like Ag and Timber Preserves, Historical Mining, etc.
• Policies and procedures related to the department
• Business arithmetic and statistical measures
• Correct English usage, including spelling, grammar, and punctuation
• Record keeping principles and procedures

 
Skill/Ability to:

• Plan, assign, supervise, review, and evaluate the work of others
• Train others in work procedures
• Appraise complex property interests
• Analyze information and situations and use sound independent judgment to make decisions and determine appropriate courses of action, including recommending legal actions
• Organize, manage, and monitor cases and maintain accurate files, records, and statistics
• Select and make appropriate adjustments to property
• Read, interpret, and apply rules, policies, and procedures
• Accurately determine historic, reproduction, and replacement costs
• Accurately identify and measure depreciation and obsolescence
• Measure income-producing characteristics of property and appropriately capitalize the income stream into value
• Identify and classify various types of land, sites, buildings, structures, manufactured homes, vessels, aircraft, trade fixtures, and personal property interests in an accurate and uniform manner
• Travel to a variety of geographic locations throughout the County according to regular schedules as well as on demand
• Produce effective presentations
• Maintain complete and accurate records
• Prepare written appraisal reports
• Operate standard office equipment, including departmental applications
• Use initiative and sound independent judgment within established guidelines
• Establish and maintain effective working relationships with those contacted in the course of the work 

 

Application/Examination

Open and Promotional. Anyone may apply. Current County of San Mateo and County of San Mateo Superior Court of California employees with at least six months (1040 hours) of continuous service in a classified regular, probationary, Confidential and Management extra-help/limited term, and SEIU or AFSCME represented extra help/limited term positions prior to the final filing date will receive five points added to their final passing score on this examination.  
 
Responses to the supplemental questionnaire, in addition to our regular employment application form, must be submitted in order to be included in this recruitment.
 
The first phase of the examination process will consist of an application screening (weight: pass/fail).  Those who pass the application screening will be invited to the second phase of the examination process, the panel interview, which could include the evaluation of a brief written and/or performance exercise given immediately preceding the interview.  In order to be considered for the position, applicants will have to successfully pass the interview.
 
Depending on the number of applicants, an application appraisal of education and experience may be used in place of other examinations or a screening committee may select those applicants whose education and/or experience appear to best meet the needs of the position. Qualified applicants will be notified of the date, time and place of the test(s).
 
IMPORTANT: Applications for this position will only be accepted online. If you are currently on the County's website, you may click the "Apply" button. If you are not on the County's website, please go to http://jobs.smcgov.org/ to apply. Online applications must be received by the Human Resources Department before 11:59 p.m. on the final filing date.

 This is a continuous recruitment which may close at any time. The final filing date will be posted 5 days in advance in the County of San Mateo Human Resources Department. 

Apply immediately. This recruitment is open on a continuous basis and selections may be made at any time within the process. 

TENTATIVE RECRUITMENT SCHEDULE
Final Filing Date: Continuous