Affordable IS Transaction Manager

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.

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