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Senior Investment and Real Estate Operations Manager jobs in United States
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Walton Enterprises · 1 day ago

Senior Investment and Real Estate Operations Manager

Walton Enterprises is seeking a skilled, highly motivated, and detail-oriented operations professional to join the team as a Senior Investment and Real Estate Operations Manager. This role serves as the operational backbone of the investment function, managing the end-to-end execution of loan and real estate transactions while ensuring compliance, accurate systems, and clear reporting to leadership.
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Comp. & Benefits

Responsibilities

Manage the full lifecycle of loan and real estate transactions, including:
Application intake
Due diligence coordination
Closing preparation and execution
Post-closing documentation
Maintain and track closing checklists, conditions precedent and subsequent
Coordinate with legal counsel, borrowers, tenants, lenders, and internal stakeholders
Review and organize executed loan and real estate documents (notes, mortgages, leases, guarantees)
Support documentation and administration of:
Leases (base rent, operating expenses, amendments)
Purchase and sale agreements
Title, survey, and insurance materials
Ensure accurate storage, retrieval, and version control of all real estate documents
Track lease compliance and key dates
Track and monitor ongoing borrower and tenant compliance, including:
Financial reporting
Insurance certificates
Covenant or operational reporting
Identify missing, late, or non-compliant items and escalate as appropriate
Maintain audit-ready files and compliance logs
Own and continuously improve processes from application through closing
Maintain internal deal tracking systems and databases
Ensure accurate and timely data entry
Develop and update process documentation, templates, and workflows
Serve as institutional memory for transaction processes
Prepare regular reporting for leadership, including:
Transaction status updates
Closing summaries
Portfolio monitoring reports
Translate technical details into clear, concise executive-level information
Flag risks, delays, and decision points proactively

Qualification

Loan transaction managementReal estate transaction workflowsCompliance monitoringExcelSheets proficiencyProject managementSound judgmentCommunication skillsAttention to detailOrganizational skills

Required

Experience supporting or managing loan or real estate transactions in an operational, closing, legal, or compliance focused role
Experience working in at least one of the following environments: Real estate operations, Commercial or nonprofit lending, Investment or fund operations
Experience coordinating with external counterparties including borrowers, tenants, legal counsel, insurance, or title companies
Experience providing transaction or portfolio updates to senior leadership or decision makers
Proven ability to manage multiple transactions at different stages simultaneously
Proficiency in Excel or Sheets and experience using CRM or deal tracking systems
Strong understanding of loan and real estate transaction workflows
Comfort working with legal and financial documents
High attention to detail and accuracy
Strong organizational and project management skills
Ability to manage multiple transactions simultaneously
Strong written and verbal communication skills
Sound judgment and ability to escalate issues appropriately
High level of professionalism, discretion, and accountability

Preferred

Experience working within nonprofit, foundation, or philanthropic organizations
Experience supporting regulated or highly documented transaction environments
Experience partnering closely with legal or compliance teams during closings
Familiarity with post closing monitoring, covenant tracking, or portfolio compliance
Experience contributing to process documentation or workflow improvements

Benefits

Medical, dental, and vision insurance
A 401(k) retirement plan
Paid time off

Company

Walton Enterprises

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Walton Enterprises provides logo design, website design, web hosting, and web maintenance services.

Funding

Current Stage
Growth Stage

Leadership Team

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Brad Sikorski
Chief Financial Officer
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Janet Palmer
Senior People Partner
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