Transaction Manager

🔥 1 minute ago

🏄 California – Remote

🏄 California – Remote

💵 $75k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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Walker & Dunlop

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1937

💸 Finance

🏠 Real Estate

💰 $18M Post-IPO Equity on 2019-09

Finance • Real Estate

Walker & Dunlop is a leading provider of commercial real estate finance and advisory services. With over 85 years in business, the company has become one of the largest commercial real estate finance providers in the United States, offering a broad range of services including investment sales, loan servicing, and valuations. Walker & Dunlop also provides data-driven valuation and advisory services, leveraging their extensive network of capital sources and market insights to serve a wide array of property types such as multifamily, industrial, and retail. The company's approach combines large corporate capabilities with a boutique feel, supported by its robust technological infrastructure and diverse, experienced team.

📋 Description

• Support production members of the Seniors Housing Investment Sales team with transaction management of seniors housing assets • Conduct transaction coordination and due diligence coordination • Maintain files and ensure mandatory disclosures are completed and sent for review and approval • Contact interested parties regarding missing documents • Maintain a quality-controlled system for managing steps required to close deals • Monitor sales progress, deadlines, and release of contingencies • Create, design, format, edit, and quality-control institutional-quality investment sales marketing materials, including OMs, BOVs, pitch books, presentations, email marketing materials, and client-facing collateral • Coordinate with investment sales professionals, analysts, and internal resources to incorporate transaction, property, and financial information into marketing materials • Prepare initial drafts of listing and engagement agreements from approved templates or coordinate their preparation with internal departments • Prepare, distribute, track, and maintain records for non-disclosure agreements • Maintain and update Salesforce, including contacts, companies, opportunities, transaction activity, buyer outreach, and CRM information • Maintain buyer and prospect lists and assist with marketing campaign execution and tracking • Manage the investment sales professional’s calendar and schedule meetings, calls, Zoom meetings, conferences, and appointments • Coordinate business travel arrangements • Prepare and process expense reports and reimbursement documentation • Perform other duties as assigned • Work generally 8:30 am–5:30 pm local time, Monday through Friday

🎯 Requirements

• Bachelor’s degree (Finance and/or Real Estate concentration preferred) or equivalent experience • 5+ years of experience in Finance, Real Estate, or related field • Strong proficiency in MS Outlook, Excel, PowerPoint, Adobe Acrobat, and Word • 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 • Demonstrated graphic design, document-layout, and production capabilities • Excellent attention to detail and organizational skills • Ability to handle multiple tasks accurately and productively during time-sensitive situations • Ability and willingness to work extended hours or weekends when appropriate • Advanced written and oral communication skills • Ability to show ownership of work, take on challenges, acknowledge growth opportunities, and demonstrate patience when learning new processes • Courtesy, respect, and thoughtfulness when working with colleagues and stakeholders • Remote candidates must be located in California

🏖️ Benefits

• Up to 83% subsidized medical payroll deductions • Competitive dental and vision benefits • 401(k) + match • Pre-tax transit and commuting benefits • Robust health and wellness program with cash rewards and resources promoting health, engagement, and balance • Paid maternity and parental leave • Other family paid leave programs • Company-paid life, short-term, and long-term disability insurance • Health Savings Account • Healthcare and Dependent Care Flexible Spending Accounts • Career development opportunities • Volunteer hours and donation matching • Opportunity to join one of Fortune Magazine’s Great Places to Work winners