Financial Analyst, Transactions
About The Position
This is an entry-level position on the Transactions Team and an excellent opportunity for advancement within the GSE Asset Management Department. The 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-.
Requirements
- 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
- 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
- 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
Nice To Haves
- Legal document, title, and survey knowledge is a plus
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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
