Investment Sales Transaction Manager

Walker & Dunlop

United States

Remote

USD 75,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits

401(k) + match

Transit benefits

Parental leave

Life insurance

Job summary

Walker & Dunlop is seeking a Transaction Manager to support the Seniors Housing Investment Sales team with transaction management, marketing materials production, and day-to-day administrative duties. You will develop OM/BOVs, coordinate due diligence, and maintain organized files and CRM entries.

The role requires a Bachelor’s degree (Finance/Real Estate preferred) and 5+ years in Finance/Real Estate, with advanced InDesign/Illustrator skills and strong calendar and project management abilities.

Qualifications

Bachelor’s degree (Finance and/or Real Estate concentration preferred) or equivalent experience.
5+ years of experience in Finance, Real Estate or related field

Responsibilities

Lead the creation, design, formatting, editing, and quality control of institutional-quality investment sales marketing materials, including OMs, BOVs, pitch books, presentations, email marketing materials, and other client-facing collateral.
Conduct transaction coordination and due diligence coordination for the Investment Sales team.
Maintain files to ensure all mandatory disclosures are completed and sent to the appropriate parties for review and approval.
Contact interested parties to remind them of missing documents.
Provide a consistent, quality-controlled system to ensure the smooth and efficient management of all relevant steps necessary to close a deal.
Monitor and assess the progress of sales so that important deadlines are met and contingencies are released.
Utilize Adobe InDesign and Adobe Illustrator at an advanced level to create and modify professional marketing materials, graphics, maps, charts, layouts, and other visual content.
Coordinate with investment sales professionals, analysts, and internal resources to incorporate transaction, property, and financial information supplied by others into polished marketing materials.
Manage transaction workflow from initial engagement through marketing, due diligence, and closing, maintaining organized files, checklists, deadlines, and required documentation.
Prepare initial drafts of listing agreements and engagement agreements from approved templates at the direction of the investment sales professional for review, and/or coordinate with appropriate internal departments to request preparation of such agreements.
Prepare non-disclosure agreements (NDAs) from approved templates for broker review; distribute NDAs to prospective buyers, track execution, and maintain associated records.
Coordinate due diligence materials and transaction documentation and communicate with clients, prospective buyers, internal departments, and other transaction participants as directed.
Own the day-to-day maintenance and updating of Salesforce for the investment sales professional, including contacts, companies, opportunities, transaction activity, buyer outreach, and other required CRM information.
Maintain accurate buyer and prospect lists and assist with marketing campaign execution and tracking.
Manage the investment sales professional’s calendar, including scheduling internal and external meetings, calls, Zoom meetings, conference meetings, and other appointments.
Coordinate business travel, including flights, hotels, and other travel arrangements as needed.
Prepare and process expense reports, organize receipts, and submit reimbursement documentation.
Perform other duties as assigned
Attendance is generally 8:30 am – 5:30 pm local time, Monday through Friday