Asset Manager, Transactions

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 borrowers 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&Ds Servicing portfolio is the 8th largest in the U.S. and W&D is one of Fitchs highest-rated Servicers with a rating of CPS1-.

The Impact You Will Have

As an Asset Manager on the Transactions Team you will guide borrowers through a wide range of post-closing transactions while ensuring compliance with loan documents and GSE guidelines. You will apply sound credit judgment coordinate across internal and external stakeholders and support the strategic management of the portfolio. You will collaborate closely with Surveillance team members and other partners to maintain strong asset performance and facilitate complex borrower requests.

Primary Responsibilities

Transactions Responsibilities

• Review process and/or approve borrower consent requests in accordance with servicing guides and loan requirements

• Ensure consent requests are completed timely accurately and in full compliance with loan documentation

• Manage a varied portfolio of consent transactions and complete each request from start to finish

• Review and complete requests of varying complexity including:

  • Assumptions

  • Management changes

  • Transfers of Interests

  • Easements

  • Collateral releases / partial releases

  • Condemnations

  • Lease review approvals

  • Loan modifications and maturity extensions

  • Insurance losses

• Perform post-closing servicing and asset management activities that fall outside the typical daily workflow

• Provide timely and accurate customer support to internal and external stakeholders

• Monitor borrower compliance with loan documents and identify or escalate risks as needed

Shared Asset Management Responsibilities

• Communicate with clients to determine appropriate loan arrangements and maintain strong borrower relationships

• Collaborate and problem-solve daily with teammates clients vendors and other stakeholders

• Assist with department market research and support Asset Management reporting or project work

• Support automation and data improvement efforts within Asset Management

• May manage Credit Facility loans for compliance and process transactions as necessary

• May support general surveillance duties when needed including property inspections financial reviews watch list management and escrow monitoring

• Travel as needed for meetings trainings or portfolio responsibilities

• 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

• Bachelors degree in economics business finance or a related field

• 3 years of role specific experience in Credit Underwriting or Asset Management required

• Proven track record processing borrower consent requests

• Demonstrated knowledge of Fannie Mae and Freddie Mac servicing guide requirements

Knowledge Skills and Abilities

• Strong analytical skills including financial analysis risk evaluation and use of MS Office products

• Strong ability to interpret loan documents and apply GSE guidelines to borrower requests

• Excellent organizational and business writing skills

• Strong interpersonal and customer service skills with the ability to manage high-volume detail-oriented workflows

• Ability to show ownership of your work take on challenges and acknowledge growth opportunities

• Courtesy respect and thoughtfulness in teaming with colleagues and stakeholders

• Ability to travel and operate a motor vehicle