Sr Investment and Real Estate Operations Manager

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

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.

• Transaction & Closing Management
  • Manage the full lifecycle of loan and real estate transactions, including application intake, due diligence coordination, closing preparation and execution, and 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).
• Real Estate & Lease Administration
  • 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.
• Compliance & Portfolio Monitoring
  • Track and monitor ongoing borrower and tenant compliance, including financial reporting, insurance certificates, and covenant or operational reporting.
  • Identify missing, late, or non‑compliant items and elevate as appropriate.
  • Maintain audit‑ready files and compliance logs.
• Process & Systems Management
  • 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.
• Reporting & Leadership Support
  • Prepare regular reporting for leadership, including transaction status updates, closing summaries, and 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.

• Ex…