Transaction Manager

Walker & Dunlop; California (MO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical benefits

401(k) + match

Paid maternity and parental leave

Life insurance

Transit benefits

Wellness program

Job summary

Walker & Dunlop in the United States seeks a Transaction Manager to support the Seniors Housing Investment Sales team, coordinating marketing materials, due diligence, and transaction workflows.

You will manage CRM in Salesforce, prepare documents like NDAs and listing agreements, coordinate with analysts and clients, and ensure deadlines are met with meticulous attention to detail and professional production standards.

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.
• Advanced proficiency in Adobe InDesign and Adobe Illustrator.
• Strong MS Office and Salesforce skills.
• Excellent proofreading, calendar management, scheduling, and project-management abilities.

Responsibilities

• Lead creation, design, formatting, and QC of institutional-quality marketing materials (OMs, BOVs, pitch books, presentations).
• Conduct transaction coordination and due diligence coordination for the Investment Sales team.
• Maintain files with disclosures and ensure review/approval workflows.
• Contact interested parties to remind them of missing documents.
• Ensure smooth, quality-controlled transaction workflow from engagement to close.
• Monitor sales progress to meet deadlines and contingencies.
• Coordinate with professionals to incorporate property and financial information into materials.
• Own day-to-day Salesforce CRM maintenance for deals and contacts.
• Manage calendar, travel, and expenses for the investment sales professional.
• Prepare drafts of listing and engagement agreements; coordinate internal approvals.
• Prepare NDAs and track execution.
• Coordinate due diligence materials and communications with clients and buyers.
• Ensure organized files, checklists, deadlines, and documentation.

Skills

Adobe InDesign

Adobe Illustrator

MS Outlook

Excel

PowerPoint

Adobe Acrobat

Word

calendar management

project management

client relationship management

attention to detail

Education

Bachelor’s degree in Finance/Real Estate

5+ years of experience in Finance/Real Estate or related field

Tools

Salesforce

Adobe InDesign

Adobe Illustrator

MS Outlook

Excel

PowerPoint

Adobe Acrobat

Word

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

Attendance is generally 8:30 am – 5:30 pm local time, Monday through Friday

Education and Experience

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

Knowledge, Skills and Abilities

• Advanced proficiency in Adobe InDesign and Adobe Illustrator, with demonstrated graphic design, document-layout, and production capabilities
• Strong proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat and Word, and ability to learn Salesforce and other company software as needed
• Strong proofreading, calendar management, scheduling, and project-management skills
• Client relationship management skills
• Excellent attention to detail and organizational skills
• Ability to accurately and productively handle multiple tasks during time sensitive situations
• Ability and willingness to work extended hours or weekends to meet deadlines when appropriate
• Advanced written and oral communication skills
• 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

Employment Compensation

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.

What We Offer

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.