Financial Analyst, Transactions

Walker & Dunlop; Needham (MA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

401(k) match

Parental leave

Job summary

Walker & Dunlop is hiring for a Servicing - GSE Asset Management role in Needham, MA. The position focuses on gathering documentation, creating consent packages, and maintaining asset management records.

You will support borrowers, lenders, and internal teams throughout loan lifecycle, with a mix of in-office and remote work. The role requires a bachelor’s degree and experience in real estate servicing, data handling, and strong communication.

Qualifications

• Bachelor’s degree in economics, business, finance, or related field or equivalent experience preferred.
• Demonstrated analytical and quantitative skills; ability to evaluate data quickly and present findings.

Responsibilities

• Communicate with borrowers and legal counsel to gather documentation and facilitate consent review.
• Assist with preparation of consent packages for submission.
• Create reports and dashboards related to consent activity, borrower submissions, and processing timelines.
• Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems).
• Organize and maintain Asset Management electronic records (contacts, consent files, reports).
• Maintain accurate digital records of consent submissions and approvals.
• Communicate with clients to determine loan arrangements as needed.
• Attend 8:30 am – 5:30 pm local time Tue–Thu, with remote option on Mon and Fri.

Skills

MS Outlook

MS Excel

Analytical

Communication

Education

Bachelor’s degree

Tools

Salesforce

Rockport

Enterprise

Agency Systems

Job description

Department: Servicing - GSE Asset Management

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities.

Department Overview

Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans. Our Servicing experts are the borrower’s primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance.W&D’s Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch’s highest-rated Servicers, with a rating of CPS1-.

Primary Responsibilities

• Communicate directly with borrowers and legal counsel to gather documentation, clarify request details, and facilitate the consent review process
• Assist with the preparation of consents packages for submission
• Create reports and dashboards related to consent activity, borrower submissions, and processing timelines
• Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.)
• Organize and maintain Asset Management electronic records (contact database, consent files, reports)
• Maintain accurate digital records of consent submissions, approvals, and required supporting documentation
• Communicate with clients to determine appropriate loan arrangements as needed
• Perform other duties as assigned
• Attendance is generally required from 8:30 am – 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays

Education and Experience

Bachelor’s degree in economics, business, finance, or a related field or equivalent experience strongly preferred. Previous experience in the real estate industry is preferred. This position has an estimated base salary of $55,000 - $65,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

Knowledge, Skills and Abilities

• Computer skills including MS Outlook, MS Excel, and experience with database software
• Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner
• Strong written and verbal communication skills
• Legal document, title, and survey knowledge is a plus
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders
• Ability to travel and operate a motor vehicle

What We Offer

The opportunity to join one of Fortune Magazine’s Great Places to Work winners Comprehensive benefit options* that have earned Walker & Dunlop the gold level of the 2025 Cigna Healthy Workforce Designation™, some of which include:

• Up to 83% subsidized medical payroll deductions
• Competitive dental and vision benefits
• 401(k) + match
• Pre-tax transit and commuting benefits
• A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
• Paid maternity and parental leave, as well as other family paid leave programs
• Company-paid life, short and long-term disability insurance
• Health Savings Account and Healthcare and Dependent Care Flexible Spending
• Career development opportunities
• Empowerment and encouragement to give back – volunteer hours and donation matching

*Eligibility may vary based on average number of hours worked

Equal Employment Opportunity Statement

We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.

Fair Chance Hiring

Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

Our experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.