Operations Specialist/Executive Assistant

Department:

Senior Management - Affordable

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. We believe seeking diverse talent and promoting the inclusion of all perspectives are more than moral imperatives – they are critical to our success and ability to innovate and grow.

Department Overview

Walker & Dunlop’s Affordable Housing Group is recognized as a leader in the industry.  With multiple business lines including Debt, LIHTC Equity, Affordable Investment Sales, Preservation, Affordable Development and Capital Advisory services, this team of over 200 professionals has a wide array of expertise across the entire capital stack in affordable housing.  Our team is on a mission to improve our nation’s affordable housing stock and ensure people have access to stable, quality, and safe housing. We do that by providing services and capital for the development and preservation of all types of affordable housing across the United States. Our unique platform drives strong financial returns for clients and supports the development of thriving communities where people can afford to live where they work, shop, and play.

The Impact You Will Have

Reporting to the Head of Strategy and Operations, your primary responsibility will be providing executive management support to the EVP of Affordable Housing. In this role, you will focus on proactively managing calendars, coordinating meetings, and overseeing various reports, data tracking, and analysis to ensure seamless support for the EVP and the leadership team. Additionally, you will assist with marketing initiatives, events, and fostering relationships with internal and external stakeholders. 

This position offers a valuable opportunity to gain insight into the Affordable Housing businesses and operational management while supporting the leadership team’s success in achieving their stated goals and objectives. 

Primary Responsibilities

• Calendar Management: Proactively oversee and manage complex calendars for the EVP and leadership team, ensuring efficient scheduling of meetings, appointments, and travel. Coordinate and book travel arrangements, including flights, accommodations, and ground transportation, while anticipating and addressing potential scheduling conflicts. Continuously adjust and prioritize calendar activities to accommodate changing priorities and deadlines.
• Expense Management: Accurately process and manage expense reports, including reconciling receipts, tracking spending, and ensuring compliance with company policies. Monitor and resolve discrepancies, prepare detailed summaries for leadership review, and ensure timely submission to meet all reporting deadlines.
• Executive Meeting Coordination: Organize and coordinate meetings by scheduling, preparing materials, communicating with participants, taking notes, and providing follow-up actions. Lead meetings when necessary to ensure smooth execution.
• Event and Marketing Coordination: Plan and execute group meetings and events for the team while collaborating with the marketing team to prepare and review materials, ensuring accuracy in content and layout.
• Technology Support: Manage technology needs and troubleshoot issues in collaboration with the WDTech team to ensure seamless functionality.
• Data Management and Reporting: Partner with the Director of Strategy and Operations and the Business Operations Manager to track, analyze, and report on business data that aligns with strategic goals. Regularly verify the accuracy of department data in systems such as Salesforce, Box, and other platforms.
• Intranet Management: Oversee and maintain the Affordable team WDConnect site to ensure it serves as an effective communication and information resource.
• Additional Responsibilities: Perform other duties as assigned to support the team’s objectives.

Organizational Management

• Critical Thinking and Resourcefulness: Demonstrates proactive thinking, sound judgment, and a thorough understanding of the Executives’ goals to make informed decisions and complete tasks effectively.
• Follow-Through: Takes ownership of tasks and ensures completion by tracking progress and providing timely reminders to staff about deadlines when needed.
• Problem-Solving Skills: Manages scheduling challenges and conflicts associated with Executives’ daily calendars with effective communication and problem-