Compliance Specialist

About the Organization Welcome to HRDC, where you'll find us working to improve our neighbors' lives by building a better community in Bozeman, Livingston and Southwest Montana. We invite you to become part of our HRDC family whether you need help or are able to provide help. We believe in building a better community through supporting our neighbors across Southwest Montana with nearly 50 different programming initiatives. HRDC exists to instill hope, develop resources, design solutions, and change lives. We envision a place where poverty has no impact because opportunity and quality of life are equally afforded to everyone. EEO Statement HRDC does not discriminate against any person including customers, employees, and applicants for employment on the basis of race, religion, national origin, sex, age, physical or mental disability, reprisal, and where applicable, marital status, familial or parental status, sexual orientation, political ideas and beliefs, level of English skills, if all or part of an individual’s income is derived from any public assistance program, or protected genetic information in employment or in any program or activity conducted or funded by HRDC, in the performance of contracts and the delivery of services or funding. Not all prohibited bases will apply to all programs and/or employment activities. All are encouraged to apply. At HRDC IX , we value lived experience and nontraditional backgrounds. Studies have shown that people are less likely to apply for jobs unless they believe they meet every one of the qualifications described in a job description. We are most interested in finding the best candidate for the job, and that candidate may be one who comes from a less traditional background. If you are interested in applying, we encourage you to think broadly about your background and qualifications for the role. Position Details Job Opening Date: July 1, 2026 Job Status: This position is full time. HRDC also offers flexible schedules and a "reduced work week", which encourages full-time staff to use up to 4 paid hours weekly for their personal wellness. Wage: $25.00/hour General Overview of the Role: The Compliance Specialist is a key member of the Compliance Department, supporting program compliance and program eligibility for supportive service grants including, but not limited to, the Continuum of Care (CoC), Emergency Solutions Grants (ESG), Ryan White, TSS Medicaid, Youth Homelessness Demonstration Program (YHDP), WIOA, and Chafee. The position helps ensure that both internal policies and external funding requirements are met, working closely with program staff, customers, and community partners to ensure consistent compliance and integrity in service delivery. Primary Job Duties and Responsibilities 1. Program Compliance (35%) Work with the program manager to ensure programs meet compliance requirements for local, state, and federal regulations. Monitor adherence to funding guidelines, including proper documentation, reporting, and file maintenance. Work with program manager to implement compliance protocols and procedures to guide program operations. Participate in regular compliance audits and reviews of grants to ensure adherence to regulatory requirements. Work with Compliance and Customer Support departments to ensure shared understanding and data tracking. 2. Customer Eligibility & Benefit Compliance (35%) Monitor customer eligibility for housing programs and ensure all files, documentation, and processes comply with funding regulations. Ensure payment requests, eligibility decisions, and benefit levels are properly documented and in line with funding requirements. Work closely with Customer Support Department. Understand the available budget for rental assistance programs, ensuring accurate and timely rental assistance payments to landlords and compliance with funding guidelines. 3. Data Management & Reporting (10%) Successfully support the collection, maintenance, and analysis of program data to ensure accuracy and compliance with reporting requirements. Maintain accurate data entry and reporting in databases such as HMIS or Case Worthy, and ensure timely submission of reports for compliance purposes. Work with program manager to ensure google drive is efficient and updated regularly. Ensure that program data meets all reporting standards set by funding agencies and internal performance metrics. 4. Customer Support (10%) Deliver empathetic, client-centered guidance and housing support to assist individuals through program requirements. Provide housing counseling and tenancy support services with an empathetic lens, ensuring customers understand program requirements and feel supported in successfully meeting the conditions necessary to maintain housing stability. Support customers through the eligibility process with care, ensuring compliance while remaining mindful of individual needs and circumstances. 5. Teamwork (5%) This role collaborates closely with all agency programs, including the customer support department, to uphold best practice standards in case management. 6. Organizational Engagement & Communication (5%) Attends monthly all-team meetings. Reads employee communications and weekly newsletters. Other duties as assigned. Knowledge, Skills and Abilities Knowledge of HRDC, Professional, or Governmental Policies and Regulations Working knowledge of federal, state, and local housing and supportive services regulations, including HUD-funded programs and other grant-funded initiatives. Understanding of eligibility requirements, documentation standards, and compliance expectations related to rental assistance and supportive service programs. Knowledge of trauma-informed, customer-centered service delivery models. Program Philosophy, Service Delivery, and Cultural Awareness Adhere to the program philosophy that empowers customers with freedom of choice, autonomy, and accountability. Demonstrates the ability to understand and connect with customers from diverse socio-economic, ethnic, and cultural backgrounds, ensuring access to all appropriate internal and external community resources. Customer Boundaries Balances empathy towards customers while modeling and maintaining healthy boundaries in customer relationships. Travel This position requires the incumbent to occasionally travel for inspections, meetings, and/or trainings. Language Skills Ability to read, interpret, and write routine correspondence, forms, and documentation in English. Ability to clearly explain program requirements, eligibility criteria, and compliance expectations to customers and staff. Ability to communicate complex or sensitive information in a clear, respectful, and culturally responsive manner. Mathematical Skills Ability to calculate household income, rent contributions, benefit levels, and eligibility thresholds. Ability to review calculations for accuracy and compliance with program requirements. Budgeting and reconciliation skills related to rental assistance and program expenditures. Reasoning Ability Ability to interpret and apply program manuals, funding guidelines, and regulatory requirements, including situations where guidance may be incomplete or evolving. Ability to define problems, collect and analyze data, establish facts, and draw valid conclusions. Ability to exercise sound judgment in balancing compliance requirements with customer needs and circumstances. Confidentiality This position requires regular handling of sensitive and confidential client and agency information. Unauthorized disclosure could harm client interests and the organization, and may also violate state and federal privacy laws. This position may have access to reports, records, and personnel files, and must exercise the highest level of discretion, judgment, and confidentiality at all times. Maintains strict confidentiality of all customer, financial, and agency information. Regularly handles sensitive and protected information; unauthorized disclosure could result in harm to customers or the organization and may violate state or federal laws. Exercises discretion, professionalism, and sound judgment at all times. Computer Skills Proficient in navigating spreadsheets, databases, email, and calendaring systems. Experience working with data and compliance systems such as HMIS, CaseWorthy, Financial Edge, or similar platforms. Proficient in Microsoft and Google operating environments. Ability to learn and adapt to new software systems and tools. Drivers License Valid State Driver License required. Reliable vehicle and appropriate liability insurance are required. Licenses or Certifications That Would Be Useful but Are Not Required CPR and First Aid, Trauma Informed Care, Mental Health First Aid. Other Required Knowledge, Skills, or Abilities HUD Housing Counseling Certification within six months of hire. Strong attention to detail and accuracy in documentation, data entry, and compliance review. Ability to manage workload independently, prioritize tasks, and meet deadlines with minimal supervision. Ability to work collaboratively across departments and build positive working relationships. Ability to respond effectively and professionally to sensitive or complex inquiries from customers, staff, or partners. Ability to balance administrative responsibilities with direct customer interaction. Ability to represent HRDC in a professional and mission-aligned manner. Essential Physical, Mental and Emotional Requirements of this position The incumbent must be able to perform multiple tasks simultaneously, must be able to work under time and/or deadline pressures. Education Bachelor’s degree in Psychology, Social Services, Public Administration, or a related field preferred, or equivalent combination of education and relevant work experience. Experience Experience determining or supporting customer eligibility, maintaining accurate documentation, and following program policies, funding requirements, and agency procedures. Demonstrated experience interpreting and applying program requirements, eligibility criteria, documentation standards, and funding regulations with accuracy and consistency. Experiencing using data systems, reporting tools, or compliance tracking processes (i.e., HMIS, CaseWorthy, Financial Edge, or similar), including entering and reviewing data. Experience providing direct customer services in a trauma-informed, person-centered environment, including conducting assessments, developing service plans, connecting customers to resources, and maintaining appropriate professional boundaries. Demonstrated track record of meeting deadlines, managing multiple priorities, and maintaining accuracy in documentation in a fast-paced or compliance-driven setting. Supervision Supervision Received This position operates under general supervision. Work is guided by established regulatory requirements and organizational policies. The incumbent independently determines work methods, sequencing, and prioritization within defined compliance and operational parameters. Supervision of Others May be responsible for supporting staff learning related to compliance tools and workflows. Financial Responsibility Responsible for accurate review, documentation, and coding of payable claims related to customer eligibility and rental assistance. Supports compliance oversight for assigned financial activities, including review of supporting documentation and identification of potential compliance risks. Personal Contacts Daily interaction with customers or program participants. Regular coordination with Program Managers, Compliance staff, and Customer Support staff. Regular communication with Fiscal staff related to documentation and payment processing. Periodic interaction with funding agencies, auditors, or external partners to provide information or documentation under direction. Occasional interaction with community partners or other service providers. Working Conditions Works primarily in a temperature-controlled office environment. Exposure to customers in crisis, which may involve heightened emotions or stressful situations. Work may involve moderate-to-high workload cycles and deadline-driven tasks. This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Assigned duties and responsibilities may be added, removed, or changed at any time as organizational needs evolve. This position is currently accepting applications. #J-18808-Ljbffr