Financial Analyst, Transactions

Walker & Dunlop

Needham, MAOn-siteFull time
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Pay
$55K to $65K
a year
Location
Needham, MA
Work style
On-site
Job type
Full time
Posted
Oct 7
12 days ago
Career path

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About the company

Walker & Dunlop

Financial services · 1,001 to 5,000 employees

We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities.

Walker & Dunlop on LinkedIn

What you'll do

  • Communicate with borrowers, legal counsel, and clients to gather documentation, clarify requests, facilitate consent reviews, and determine loan arrangements.
  • Prepare consent packages, create reports and dashboards, update databases, and maintain accurate electronic records.

What you need

  • A bachelor's degree in economics, business, finance, or a related field, or equivalent experience, is strongly preferred; real estate industry experience is preferred.
  • Requires computer, analytical, quantitative, and communication skills, and ability to travel and operate a motor vehicle.
  • Education: a bachelor's degree

Key skills

MS ExcelMS Outlookdatabase softwareanalytical and quantitative skills

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Perks

  • medical payroll deductions
  • dental and vision benefits
  • 401(k) + match
  • transit and commuting benefits
  • health and wellness program
  • Paid maternity and parental leave
  • Health Savings Account

See full description on company page, apply now

Read the full posting here
Department: Servicing - GSE Asset Management We are Walker & Dunlop. We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities. Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans.  Our Servicing experts are the borrower’s primary point of contact and ensure that the requirements of the investors are met from loan closing through payoff.  The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D’s Servicing portfolio is the 8th largest in the U.S., and W&D is one of Fitch’s highest-rated Servicers, with a rating of CPS1-. The Impact You Will Have This is an entry level position on the Transactions Team and an excellent opportunity for advancement within the GSE Asset Management Department. Primary Responsibilities Communicate directly with borrowers and legal counsel to gather documentation, clarify request details, and facilitate the consent review process Assist with the preparation of consents packages for submission Create reports and dashboards related to consent activity, borrower submissions, and processing timelines Update portfolio databases (Salesforce, Rockport, Enterprise, Agency Systems, etc.) Organize and maintain Asset Management electronic records (contact database, consent files, reports) Maintain accurate digital records of consent submissions, approvals, and required supporting documentation Communicate with clients to determine appropriate loan arrangements as needed 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 in economics, business, finance, or a related field or equivalent experience strongly preferred Previous experience in the real estate industry is preferred Knowledge, Skills and Abilities Computer skills including MS Outlook, MS Excel, and experience with database software Demonstrated analytical and quantitative skills with the ability to evaluate data quickly and present information in a coherent manner Strong written and verbal communication skills Legal document, title, and survey knowledge is a plus 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 Ability to travel and operate a motor vehicle This position has an estimated base salary of $55,000 - $65,000 plus discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilities, internal equity, and alignment with market data. #LI-NA1 #LI-Hybrid What We Offer   The opportunity to join one of Fortune Magazine’s Great Places to Work winners Comprehensive benefit options* that have earned Walker & Dunlop the gold level of the 2025 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 Equal Employment Opportunity 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. SPAM Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process. Fair Chance Hiring Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.

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