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Transaction Coordinator

Walker & Dunlop, Charlotte, North Carolina, United States, 28245

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Department Multifamily - Sales

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

Constant communication with Manager, Clients and Brokers

Provide support to Brokers to include:

Set up files

Schedule property tours

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

Maintain and distribute marketing logs

Every aspect from engagement through closing

Maintain property reports and records

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

Launch all e-blasts for properties going into the market

Manage internal reporting systems

Preparing and coordination of detailed market material of multifamily properties to include:

Assist in production of marketing materials and flyers

Review and edit marketing materials

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

Communication with both internal and external customers

Offering Memorandum, Due Diligence coordination

Manage the Managing Director and Senior Vice President’s calendars and expenses, develops and maintains their filing system and provides general office support to include: 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, vendor invoices, and order various closing gifts/client gifts

Database management to include: entering new contacts, new 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 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

Perform other duties as assigned

Attendance is generally required from 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

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.

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