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Walker & Dunlop

Commercial real estate financing and advisory

Treasury Analyst

TreasuryPosted on Nov 10
Full-time

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a related field is required.
  • Previous internship or experience in finance, banking, accounting, administrative support, or data entry is preferred.
  • Familiarity with Treasury Management Systems or banking portals is preferred but not required.
  • Demonstrate strong attention to detail and accuracy when entering and reviewing financial information.
  • Have strong organizational and time-management skills to prioritize multiple requests and meet daily deadlines.
  • Have strong written and verbal communication skills, including the ability to respond professionally to internal inquiries.
  • Be proficient in Microsoft Office, particularly Outlook, Excel, and Word, including basic spreadsheet functions, sorting, and filtering.
  • Be able to learn new systems, follow established procedures, and appropriately escalate questions or exceptions.
  • Demonstrate a dependable, team-oriented approach with sound judgment and discretion when handling confidential information.
  • Be able to take ownership of work, take on challenges, acknowledge growth opportunities, and demonstrate patience when learning new processes.
  • Treat colleagues and other stakeholders with courtesy, respect, and thoughtfulness.

Responsibilities

  • Monitor and manage the shared Treasury inbox, prioritizing requests based on urgency, processing deadlines, and established procedures.
  • Review incoming requests and supporting documentation for completeness, and follow up with requestors to obtain missing or unclear information.
  • Respond to routine inquiries, provide status updates, and direct requests requiring additional review to the appropriate Treasury team members.
  • Enter payment requests, cash transfers, and related transaction information accurately into Kyriba in accordance with established procedures.
  • Verify transaction details, including amounts, dates, entities, and banking information, against supporting documentation, and flag discrepancies or potential duplicates.
  • Maintain accurate transaction records and supporting documentation, ensuring entries are prepared for review and approval by authorized Treasury personnel.
  • Monitor transaction statuses, track outstanding requests, and escalate processing delays, exceptions, or system issues as needed.
  • Maintain daily activity trackers and assist with routine reporting and reviews of payment and cash activity.
  • Provide administrative support for bank account documentation and other daily Treasury activities.
  • Coordinate with internal teams to resolve processing questions and support timely completion of transactions.
  • Follow established Treasury procedures and internal controls, including required approvals and separation of transaction entry from approval and release.
  • Maintain confidentiality of banking and financial information and organize documentation to support internal reviews and audits.
  • Assist with updating process documentation and identifying opportunities to improve operational accuracy and efficiency.
  • Perform other duties as assigned.

Desired Qualifications

  • Previous internship or experience in finance, banking, accounting, administrative support, or data entry.
  • Familiarity with Treasury Management Systems or banking portals.

About the Company

Walker & Dunlop

Commercial real estate financing and advisory

Walker & Dunlop is a commercial real estate finance and advisory firm in the United States. It helps developers, property owners, and investors by providing loans, investment sales, and strategic advice. Its products work by offering loan origination, investment sales, and advisory services tailored to each client, earning fees and interest income. The company focuses on sectors like affordable housing, multifamily, and industrial real estate, and supports clients through structured financing, market insights, and transaction facilitation. What sets Walker & Dunlop apart from competitors is its experienced team, broad range of services, and commitment to equity and community development, including initiatives like CRE United and a focus on sustainability. The company’s goal is to help clients grow their real estate portfolios while promoting inclusive growth and sustainable development in communities.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Bethesda, OH
Founded
1937

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