Affordable IS Transaction Manager

Department

Affordable Investment Sales – Walker & Dunlop

The Transaction Manager coordinates and executes all steps of BOVs, listing documents, offering memorandums, websites, deal rooms, and launch materials from initial request through final publication.

• 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‑material 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 tracking key dates, organizing files, routing materials, and coordinating 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.

• 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.
• Prior experience supporting commercial real‑estate marketing, BOVs, offering memorandums, listing materials, or transaction‑support processes.
• Experience using project‑management and document‑management platforms such as Salesforce, Box, Outlook, Microsoft Office, Adobe Creative Suite, Canva, or similar tools.

• Knowledge of project coordination, workflow management, document‑production processes, and commercial real‑estate marketing materials.
• 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 escalte workflow issues, delays, missing information, and capacity constraints proactively.
• Ability to collaborate effectively across brokers, analysts, marketing teams, clients, and vendors while…