Financial Analyst, Transactions

Posted Yesterday
Needham, MA, USA
Hybrid
55K-65K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Entry-level financial analyst supporting commercial real estate loan consent transactions. Responsibilities include communicating with borrowers and legal counsel, gathering documentation, preparing consent packages, creating reports and dashboards, updating portfolio databases, maintaining electronic records, and coordinating loan arrangements. The role requires analytical, quantitative, communication, organizational, and database skills, with hybrid attendance Tuesday through Thursday and remote flexibility Mondays and Fridays.
Summary Generated by Built In

Department:

Servicing - GSE Asset Management

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 


Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans.  Our Servicing experts are the borrower’s primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff.  The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D’s Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch’s highest-rated Servicers, with a rating of CPS1-. 


The Impact You Will Have  


This is an entry level position on the Transactions Team and an excellent opportunity for advancement within the GSE Asset Management Department.  


Primary Responsibilities 


  • Communicate directly with borrowers and legal counsel to gather documentation, clarify request details, and facilitate the consent review process 
  • Assist with the preparation of consents packages for submission  
  • Create reports and dashboards related to consent activity, borrower submissions, and processing timelines 
  • Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.) 
  • Organize and maintain Asset Management electronic records (contact database, consent files, reports) 
  • Maintain accurate digital records of consent submissions, approvals, and required supporting documentation 
  • Communicate with clients to determine appropriate loan arrangements as needed 
  • 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 in economics, business, finance, or a related field or equivalent experience strongly preferred 
  • Previous experience in the real estate industry is preferred 

 
Knowledge, Skills and Abilities 


  • Computer skills including MS Outlook, MS Excel, and experience with database software 
  • Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner 
  • Strong written and verbal communication skills 
  • Legal document, title, and survey knowledge is a plus 
  • 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 
  • Ability to travel and operate a motor vehicle 

This position has an estimated base salary of $55,000 - $65,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data.
#LI-NA1

#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 

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.


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.

Skills Required

  • Bachelor's degree in economics, business, finance, or a related field, or equivalent experience
  • Previous experience in the real estate industry
  • Computer skills, including Microsoft Outlook, Microsoft Excel, and database software
  • Demonstrated analytical and quantitative skills
  • Strong written and verbal communication skills
  • Legal document, title, and survey knowledge
  • Ability to travel and operate a motor vehicle

Walker & Dunlop Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Walker & Dunlop and has not been reviewed or approved by Walker & Dunlop.

  • Healthcare Strength — Medical, dental, vision, and mental health coverage are described as comprehensive, supplemented by company-paid life insurance and disability coverage. Flexible spending accounts for medical and dependent care further broaden day-to-day health-related support.
  • Parental & Family Support — Maternity and paternity leave are characterized as generous, with additional support such as flexible scheduling and time off for family care needs. Coverage extending to fertility treatments reinforces the family-oriented breadth of the package.
  • Wellbeing & Lifestyle Benefits — Wellness rewards are positioned as a meaningful ongoing perk, with the ability to earn up to $150 per month for wellbeing activities. Additional lifestyle conveniences such as transit benefits and smartphone reimbursement add practical value beyond base benefits.

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The Company
HQ: Bethesda, MD
1,251 Employees
Year Founded: 1937

What We Do

Walker & Dunlop is one of the largest commercial real estate finance and advisory services firms in the United States. Our ideas and capital create communities where people live, work, shop, and play. The diversity of our people, breadth of our brand, and technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry

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