Job Description

Department:

Affordable Investment 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, the #1 Multifamily Finance lender in the US, with expertise in all GSE and FHA/HUD affordable financing programs, has been a major player in the affordable housing space for years. We continue to invest in our platform so we can provide our clients with comprehensive, mission-driven financing solutions for their affordable housing needs. Our suite of services, spanning debt financing, LIHTC equity, and preservation advisory, combines industry-leading technology, technical expertise, and unparalleled execution. W&D’s dedicated Affordable experts are committed to addressing the affordable housing crisis through integrated capital advisory and investment services.

The Impact You Will Have

The Transaction Manager supports the coordination and execution of BOVs, listing documents, offering memorandums, websites, deal rooms, and launch materials from initial request through final publication. This role serves as a central coordination point across Investment Sales, Analysts, Marketing, Debt, Dispositions, clients, and approved vendors to help keep projects organized, timelines on track, materials accurate, and deliverables publication-ready. The position supports transaction workflows through document management, project coordination, timeline tracking, and administrative support activities related to transaction strategy, negotiations, escrow management, and closing oversight. This role also helps maintain consistency across marketing-material standards, templates, branding, publication processes, and workflow practices.

Primary Responsibilities

• Support workflow from initial request, BOV intake, scope confirmation, and due diligence collection through final publication of BOVs, listing documents, offering memorandums, websites, deal rooms, and launch materials.
• Triage new BOV, listing, and marketing-material requests to confirm scope, deliverables, priorities, deadlines, and required information.
• Track active requests, assignments, milestones, review deadlines, launch dates, publication targets, and outstanding items across internal systems.
• Coordinate receipt, organization, and maintenance of due diligence materials using established file-management practices, naming conventions, and folder structures.
• Coordinate intake, review, production, and publication of BOVs, listing documents, offering memorandums, websites, deal rooms, email campaigns, and launch materials.
• Ensure analysts, brokers, marketing team members, clients, and approved vendors have the materials, templates, access, assignments, and deadlines needed to move projects forward.
• Maintain consistency in formatting, branding, naming conventions, version control, file organization, templates, and publication standards.
• Assist with final publication activities, including uploading approved materials to websites, deal rooms, distribution platforms, and designated folders.
• Oversee marketing-material production standards and coordinate with internal resources, future marketing-materials staff, and approved third-party vendors.
• Provide workflow support to staff or vendors assisting with document production, website updates, photography coordination, property descriptions, deal room setup, and related deliverables.
• Maintain accurate and current project and pipeline information in Asana, Salesforce, Box, Outlook, and other relevant systems.
• Serve as a central coordination point for project updates, timelines, document status, outstanding materials, and next steps across the transaction pipeline.
• Escalate delays, missing information, workflow bottlenecks, or capacity concerns to the appropriate team lead.
• Support transaction strategy, negotiations, escrow management, and closing oversight by helping track key dates, organize files, route materials, and coordinate administrative follow-up as requested.
• Help improve workflow processes, templates, checklists, tracking tools, and project-management practices to support operational efficiency and consistency.
• Perform other duties as assigned.
• Attendance is generally required from 8:30 am – 5:30 pm local time, Tuesday through Thursday, with the option to work remotely on Mondays and Fridays.

Education and Experience

• Bachelor’s degree preferred or equivalent combination of education and relevant experience.
• 5+ years of relevant experience in project coordination, transaction support, marketing operations, document management, or related functions preferred.
• Prior experience supporting commercial real estate marketing, BOVs, offering memorandums, listing materials, or transaction-support processes preferred.
• Experience working with project-management and document-management platforms such as Salesforce, Box, Outlook, Microsoft Office, Adobe Creative Suite, Canva, or similar tools preferred.

Knowledge, Skills and Abilities

• Knowledge of project coordination, workflow management, document-production processes, and commercial real estate marketing materials preferred.
• Strong organizational and time-management skills with the ability to manage multiple projects, deadlines, and competing priorities simultaneously.
• Strong attention to detail related to document accuracy, formatting, timelines, publication readiness, and file organization.
• Strong communication, follow-up, and cross-functional coordination skills.
• Ability to maintain organized workflows, records, tracking systems, and publication processes in a fast-paced environment.
• Ability to identify, prioritize, and escalate workflow issues, delays, missing information, and capacity constraints proactively.
• Ability to collaborate effectively across brokers, analysts, marketing teams, clients, and vendors while maintaining consistent standards and processes.
• 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.

This position has an estimated base salary of $78,000 - $88,000 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.

#LI-AA1

#LI-Hybrid

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

EEO 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.

SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.

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.