Sr Investment and Real Estate Operations Manager

Role Overview

Position: Senior Investment and Real Estate Operations Manager

Department: Walton Personal Philanthropy Group

Reporting to: Director Philanthropic Real Estate

FLSA Status: Exempt Location: Bentonville, AR;
Washington, D.C.;
Denver, CO

Walton Enterprises is seeking a skilled, highly motivated, and detail-oriented operations professional to join the team as a Senior Investment and Real Estate Operations Manager. This role serves as the operational backbone of the investment function, managing the end-to-end execution of loan and real estate transactions while ensuring compliance, accurate systems, and clear reporting to leadership.

The ideal teammate brings strong judgment, exceptional organizational skills, and comfort working with legal and financial documentation across multiple complex transactions simultaneously. This role partners closely with legal, finance, property services, and external stakeholders to ensure transactions close efficiently and portfolios are monitored with rigor and consistency.

The Senior Investment and Real Estate Operations Manager is responsible for managing the operational execution of loan and real estate transactions from application through closing and post close monitoring. The role ensures transaction requirements are tracked and met, documentation is complete and audit ready, compliance obligations are monitored, and leadership has clear visibility into transaction status and portfolio health.

This role manages the day-to-day operational execution of loan and real estate transactions, coordinating across internal teams and external partners to ensure transactions move efficiently from application through closing and post-close monitoring. The role maintains accurate systems and documentation, tracks compliance requirements, and provides clear, timely reporting to leadership.

• Manage the full lifecycle of loan and real estate transactions, including:
  • Application intake
  • Due diligence coordination
  • Closing preparation and execution
  • Post-closing documentation
• Maintain and track closing checklists, conditions precedent and subsequent
• Coordinate with legal counsel, borrowers, tenants, lenders, and internal stakeholders
• Review and organize executed loan and real estate documents (notes, mortgages, leases, guarantees)

• Support documentation and administration of:
  • Leases (base rent, operating expenses, amendments)
  • Purchase and sale agreements
  • Title, survey, and insurance materials
• Ensure accurate storage, retrieval, and version control of all real estate documents
• Track lease compliance and key dates

• Track and monitor ongoing borrower and tenant compliance, including:
  • Financial reporting
  • Insurance certificates
  • Covenant or operational reporting
• Identify missing, late, or non-compliant items and elevate as appropriate
• Maintain audit-ready files and compliance logs

• Own and continuously improve processes from application through closing
• Maintain internal deal tracking systems and databases
• Ensure accurate and timely data entry
• Develop and update process documentation, templates, and workflows
• Serve as institutional memory for transaction processes

• Prepare regular reporting for leadership, including:
  • Transaction status updates
  • Closing summaries
  • Portfolio monitoring reports
• Translate technical details into clear, concise executive-level information
• Flag risks, delays, and decision points proactively

• Strong understanding of loan and real estate transaction workflows
• Comfort working with legal and financial documents
• High attention to detail and accuracy
• Strong organizational and project management skills
• Ability to manage multiple transactions simultaneously
• Strong written and verbal communication skills
• Sound judgment and ability to elevate issues appropriately
• High level of professionalism, discretion, and accountability

• Experience supporting or managing loan or real estate transactions in an operational, closing, legal, or compliance focused role
• Experience working in at least one of the following environments:
  • Real estate operations
  • Commercial or nonprofit lending
  • Investment or fund operations
• Experience coordinating with external counter parties including borrowers, tenants, legal counsel, insurance, or title companies
• Experience providing transaction or portfolio updates to senior leadership or decision makers
• Proven ability to manage multiple transactions at different stages simultaneously
• Proficiency in Excel or Sheets and experience using CRM or deal tracking systems

• Experience working within nonprofit, foundation, or philanthropic organizations
• Experience supporting regulated or highly documented transaction environments
• Experience partnering closely with legal or compliance teams during closings
• Familiarity…