Transaction Coordinator

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Charlotte, NC, USA
In-Office
Fintech • Payments • Financial Services
The Role

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.

The primary role of the Transaction Coordinator will be to assist with managing all aspects of the due diligence process which include document and site visit requests from sellers and buyers. The position will interact with WDIS production team and senior management on a daily basis and will report to the Due Diligence Manager. In addition, the position will provide administrative support to the WDIS production team.

Department Overview 

 

Walker & Dunlop Investment Sales (WDIS) represents the nation’s premier multifamily 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 surpassed $19B in annual sales volume in 2022. 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  

This position is responsible for the administration and coordination of WDIS Multifamily listings and performing other administrative-type duties as needed. 

 

Primary Responsibilities

Support to Brokers and Deal Management 

  • Provide comprehensive support to Brokers including: 

  • Set up files  

  • Schedule property tours

  • Assist with due diligence, monitor offers, track critical dates on all deals  

  • Maintain and distribute marketing logs  

  • Manage every aspect from engagement through closing

Communication and Coordination 

  • Facilitate continuous communication with Manager, Clients, and Brokers 

  • Coordinate communication with both internal and external customers related to marketing materials and deal coordination 

 

Marketing Material Preparation and Property Branding 

  • Prepare and coordinate detailed market material of multifamily properties including:

  • Assist in production of marketing materials and flyers   

  • Review and edit marketing materials    

  • Organize logistics related to property branding such as scheduling photographer, printers and other third-party vendors  

  • Launch all e-blasts for properties going into the market  

 

Real Capital Markets (RCM), Database and Reporting Management

  •  Manage Real Capital Markets. This includes setting up the asset, creating the teaser, as well as creating the list of users to receive the teaser, manage approvals and update VDR documents as they become available  

  • Coordinate RCM and Press Releases with Marketing, Quarterbacks, and graphics team  

  • Database management tasks including entering new contacts/properties/listings in Salesforce, following up on bad addresses and RCM bounce backs (emails sent through RCM)  

  • Maintain call lists in Salesforce and create reports

  • Manage internal reporting systems: Offering Memorandum, Due Diligence coordination

  • Manage the updated for multifamily website; administer “deal room”/due diligence sites 

Executive Support, Office Administration, and Event Planning   

  • Manage the Managing Director’s calendar and expenses, filing system  

  • Provide general office support such as phone coverage, word processing and proof reading 

  • Help organize complex business activities such as meetings, conferences, calls, departmental events, property tours, dinners and broker events   

  • Process out-going mail 

  • Handle vendor invoices 

  • Order various closing gifts/client gifts  

  • 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 (preferably in Marketing, English or Journalism), or equivalent work experience required  

  • 1+ years of administrative experience required  

  • Experience supporting executives in a corporate environment preferred 

 
Knowledge, Skills and Abilities 

  • Excellent attention to detail, judgment, flexibility and dependability  

  • Strong business sense and ability to prioritize work as well as to find solutions to various problems while prioritizing and managing deadlines  

  • Interest in or experience with Real Estate   

  • Demonstrated learning orientation   

  • Ability to take initiative and work independently 

  • High level of interpersonal skills and maturity to handle sensitive and confidential information 

  • Position continually requires poise, tact, diplomacy and initiative   

  • Ability to work as a part of a team, while providing a strong individual contribution   

  • Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint   

  • Familiarity with contact management systems (e.g., Outlook, Salesforce, and SharePoint) 

  • 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 

#LI-CR1

#LI-Onsite  

What We Offer 

  • The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023 

  • Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 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.

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.

Walker & Dunlop Insights

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The Company
Greenwood Village, Colorado
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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