Transaction Manager

Walker & Dunlop, LLC; Santa Clarita (CA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

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

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

MS Outlook

Excel

PowerPoint

Adobe Acrobat

Word

Adobe InDesign

Adobe Illustrator

Salesforce

Calendar management

Project management

Client relationships

Attention to detail

Ausbildung

Bachelor's degree in Finance or Real Estate

Tools

Salesforce

Adobe InDesign

Adobe Illustrator

Excel

PowerPoint

Adobe Acrobat

Outlook

Jobbeschreibung

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

• 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

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

• 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
• Proficiency in Adobe InDesign and Adobe Illustrator preferred, with demonstrated graphic design, document-layout, and production capabilities
• 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
• Cour