Transaction Manager

RiseMe; California (MO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Great Place to Work

Comprehensive benefits

Career development opportunities

Volunteer hours and donation matching

Job summary

Walker & Dunlop's Seniors Housing Investment Sales team is seeking a Transaction Manager to support production members with transaction management of seniors housing assets, including working with the Investment Sales team in producing institutional quality marketing materials, along with day-to-day administrative responsibilities relating to transaction workflow, CRM management, travel, expense, and calendar management.

Qualifications

• High attention to detail with strong organizational skills.
• Graphic design capabilities for marketing materials.
• Ability to manage multiple time-sensitive priorities.

Responsibilities

• Lead creation, design, formatting, editing, and QC of OM, BOVs, pitch books, and other collateral.
• Coordinate transaction workflow and due diligence for the Investment Sales team.
• Maintain files and disclosures; contact parties for missing documents.
• Manage CRM, calendar, travel, and expense processes for the team.
• Ensure timely progress of sales and meet deadlines.
• Use InDesign/Illustrator to craft visuals for materials.
• Collaborate with analysts and internal resources to assemble marketing content.
• Oversee day-to-day management of transaction workflow from engagement to close.
• Prepare listing and engagement agreements from templates; coordinate internal prep.
• Prepare NDAs; distribute, track execution, and maintain records.
• Coordinate due diligence materials and documentation with clients and buyers.
• Maintain Salesforce CRM data and marketing campaign tracking.
• Manage the investment sales professional’s calendar and travel arrangements.
• Prepare and process expense reports; organize receipts and reimbursements.
• Attend to additional duties; work 8:30 am - 5:30 pm local time, Mon-Fri.

Skills

Attention to detail

Graphic design

Organized

Tools

Adobe InDesign

Adobe Illustrator

Job description

Department:

Multifamily - Sales

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

Walker & Dunlop Investment Sales represents the nation’s premier multifamily & seniors housing owners, developers, and operators with the highest level of investment advisory service. Since 2003, the WDIS experts have built a reputation as a market leader in multifamily investment sales and have completed nearly $71B in property sales volume since 2021, including over $13B in 2025. We work with institutional and private clients, and we are active in seniors housing & healthcare, student housing, and land sales across the country.

The Impact You Will Have

The primary role of the Transaction Manager is to support production members of the Walker & Dunlop Seniors Housing Investment Sales team with transaction management of seniors housing assets, including working with members of the Investment Sales team in producing institutional quality marketing materials, along with day-to-day administrative responsibilities relating to transaction workflow, CRM management, travel, expense, and calendar management. Candidates with high attention to detail, strong graphic design capabilities, and those that are exceptionally organized, responsive, and comfortable managing multiple time-sensitive priorities will excel in this position.

Primary Responsibilities

• 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.
• 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

This position has an estimated base salary of $75,000 - $85,000 plus discretionary production incentives. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.

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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.