Compliance Specialist (Real Estate & Business Operations) at Evergreen Residential Holdings, LLC

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

0.0

Posted On

30 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Compliance management, Entity management, Regulatory reporting, Policy development, Operational compliance, Data analysis, Record keeping, Training administration, Communication, Attention to detail, Project coordination, Regulatory research, Workflow management, Property management, Real estate compliance

Industry

Real Estate

Description

Evergreen Residential is a high growth Real Estate Company and institutional investment platform in the single-family residential ('SFR') and build-to-rent (“BTR”) sectors. We are committed to changing the way investors own and manage SFR homes, and to building a modern way to deliver the data, tools and services that enable our clients to invest in the world’s largest asset class at scale. Our team is collaborative, open-minded and curious. Transparency is a core value, we speak our minds, are responsible for our actions and celebrate our wins. We are serious about our business, but we don't take ourselves too seriously. We offer a flexible, empowering culture, competitive compensation and benefits, and the opportunity to work with and learn from industry pioneers and experts. If you are self-motivated and mission driven with a ‘can do’ mindset and see solutions where others may see problems, come and grow with us! The Compliance Specialist is responsible for managing entity compliance obligations across multiple registered agents and jurisdictions, maintaining up-to-date property management regulatory requirements, and supporting day-to-day compliance operations. This role serves as a critical coordination point between legal, operations, and property management functions, ensuring that regulatory filings, internal notices, and employee training obligations are handled accurately and on time. This position will be based in our downtown Dallas offices. A 4/1 hybrid work schedule is available. Key Responsibilities Annual Report & Registered Agent Management Manages a high-volume filing workload spanning hundreds of entities and states. Coordinate with the company’s registered agents to ensure timely filing of annual reports across a portfolio of over 800 entities and state registrations. Manage the full annual report lifecycle for VB entities (618+ filings), including tracking due dates, compiling required information, submitting filings, and confirming completion with registered agents. Maintain accurate records of entity registrations, filing statuses, and jurisdictional requirements for all managed entities. Monitor and respond to registered agent correspondence and notices related to filing deadlines and compliance status. Property Management State Requirements Keeps the organization current on evolving regulatory requirements across all operating states. Research, track, and maintain a comprehensive database of state-specific property management licensing and compliance requirements. Monitor regulatory changes across all jurisdictions where the company operates and proactively communicate updates to relevant teams. Coordinate with legal and operations to ensure the company remains in good standing with all applicable state property management regulations. SOP Notice Review & Routing Acts as a daily intake and triage point for compliance-related notices. Review all incoming SOP (Statement of Policy / Service of Process) notices received daily. Evaluate each notice and determine appropriate routing to the correct team — including the violation team, legal department, evictions team, or other relevant functions. Escalate time-sensitive or high-risk notices to legal or management as appropriate. Investor Weekly Reporting Serves as the primary point of contact for recurring investor/partner compliance reporting. Prepare and deliver weekly compliance reports to NexPoint in accordance with established reporting schedules and formats. Review and respond to follow-up questions from NexPoint regarding report contents, providing clear and accurate explanations of compliance data. Maintain organized records of all submitted reports and correspondence for reference and audit purposes. Grace Hill Learning Management Administration Oversees compliance training assignment and tracking for all employees on the platform. Manage user accounts within the Grace Hill Learning Management System, including onboarding new employees and promptly deactivating accounts for terminated employees. Coordinate with department heads to identify required training curricula and ensure appropriate courses are assigned to each employee. Monitor training completion status and provide regular progress reports to managers. Maintain accurate records of training assignments, completions, and outstanding items for compliance documentation purposes. Qualifications Required 2+ years of experience in real estate, compliance or property management, with some exposure to compliance or operational roles Demonstrated experience writing, editing, or managing operational policies and procedures Strong written communication skills with exceptional attention to detail Ability to translate complex regulatory language into clear, actionable operational documentation Experience managing high-volume, deadline-driven workflows is strongly preferred. Preferred Prior experience with registered agents, entity management, or annual report filings is a plus Bachelor’s degree in business, Real Estate, Paralegal Studies, or a related field Familiarity with property management platforms (e.g., Yardi, RealPage, AppFolio) Experience working within a large-scale residential or institutional real estate environment Please do not rely on compensation estimates for our jobs that are posted on sites other than our direct website as these may be misleading. About Evergreen Residential Founded in 2021, Evergreen Residential is a full-service SFR platform leveraging proven operational practices and the latest technological advances to optimize investor returns and achieve positive outcomes for our residents and the communities in which we operate. We offer a full suite of services, including Investment Management, Asset Origination, and Advisory Services. The firm is headquartered in Dallas with offices in New York City. The leadership team has extensive experience dating back to the early institutionalization of SFR and unrivaled depth of experience in the complete asset life cycle. We are built to withstand changing market conditions, and our business produces resilient, predictable cash flows and margins. We are committed to charting new paths and using data to achieve best-in-class results. Our business is evergreen. Beyond financial returns, the Company is committed to measurable impact objectives. We believe that inclusive and equitable management, environmentally sustainable long-term strategies, and resident-focused policies are good business - for our residents, our investors, and our team. We are committed to using environmentally sustainable practices and empowering our residents to improve their financial health. Our cornerstone values - Accountability, Transparency and Partnership - are built on a foundation of Integrity and provide the roadmap for our daily actions, interactions and decisions. Equal Opportunities and Other Employment Statements We are deeply committed to building a workplace and community where inclusion is not only valued but prioritized. We take pride in being an equal opportunity employer and seek to create a welcoming environment based on mutual respect, and to recruit, develop and retain the most talented people from a diverse candidate pool. All employment decisions shall be made without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other basis as protected by federal, state, or local law.

Responsibilities

The Compliance Specialist manages entity compliance obligations, annual report filings, and property management regulatory requirements across multiple jurisdictions. They also serve as a central point for service of process notices, investor reporting, and the administration of employee training programs.