Senior Housing Investment Transactions Manager

Walker & Dunlop, LLC; Santa Clarita (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Walker & Dunlop is seeking a Transaction Manager to support the Seniors Housing Investment Sales team in coordinating transactions, preparing marketing materials, and handling CRM, travel, and calendar management. The role emphasizes attention to detail, design capability, and ability to manage multiple time-sensitive priorities.

You will lead creation of OM/BOVs, pitch books, and client-facing collateral, coordinate with analysts and internal teams, and ensure timely disclosures and close

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

• 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.
• Lead the creation, design, formatting, editing, and quality control of institutional-quality investment sales marketing materials, including Offering Memorandums (OMs), Broker Opinions of Value (BOVs), pitch books, presentations, email marketing materials, and other client-facing collateral.
• Coordinate with investment sales professionals, analysts, and internal resources to incorporate transaction, property, and financial information supplied by others into polished marketing materials.
• 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.
• 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

Skills

MS Outlook

Excel

PowerPoint

Adobe Acrobat

Word

Adobe InDesign

Adobe Illustrator

Salesforce

Calendar management

Project management

Client relationships

Attention to detail

Education

Bachelor's degree in Finance or Real Estate

Tools

Salesforce

Adobe InDesign

Adobe Illustrator

Excel

PowerPoint

Adobe Acrobat

Outlook

Job description

Walker & Dunlop is seeking a Transaction Manager to support the Seniors Housing Investment Sales team in coordinating transactions, preparing marketing materials, and handling CRM, travel, and calendar management. The role emphasizes attention to detail, design capability, and ability to manage multiple time-sensitive priorities.

You will lead creation of OM/BOVs, pitch books, and client-facing collateral, coordinate with analysts and internal teams, and ensure timely disclosures and close