Transaction Manager

Walker & Dunlop

. Support production members of the Seniors Housing Investment Sales team with transaction management of seniors housing assets .

Posted 10/8/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong transaction management and coordination skills in the seniors housing investment sales sector, with a focus on producing high-quality marketing materials and maintaining detailed records. Proficient in client relationship management and adept at using Salesforce and Microsoft Office tools to support sales processes.

Highest-signal resume keywords

Transaction ManagementSalesforce ProficiencyGraphic Design SkillsProject ManagementClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction CoordinationDue Diligence CoordinationDocument PreparationMarketing Material CreationSales Progress MonitoringExpense Report ProcessingCalendar ManagementProofreadingAdobe InDesignAdobe Illustrator

Soft Skills

Attention to DetailOrganizational SkillsCommunication SkillsPatience in LearningCourtesy and Respect

Tools & Technologies

SalesforceMS OutlookMS ExcelMS PowerPointAdobe AcrobatMS Word

Industry Keywords

Seniors HousingInvestment SalesReal EstateFinanceNon-Disclosure Agreements

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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