Legal Analyst

Who is MarshallZehr?

MarshallZehr Group Inc. (“MZ”) provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, MarshallZehr has grown to become one of Canada’s most trusted real estate capital partners. We add value beyond capital – our team’s decades of experience help deliver the strategic insight and vision necessary to craft tailored financial solutions, all backed by our industry recognized mortgage administration services.

The Opportunity

Reporting to the Director, Legal, the Legal Analyst will assist in managing and documenting MZ’s underwriting and funding activities. The Legal Analyst will be responsible for preparing regulatory documents related to funding loans and issuing advances, managing all security documentation required to close the loans and advances, coordinating with external legal counsel in the preparation, negotiation, execution and processing of all documentation, coordinating internally with Account Managers, Project Managers and Analysts, as well as the financial group to coordinate fundings and advances.

The Role

Mortgage Funding

• Coordinate with lawyers and insurance consultants on new transactions and follow through to completion of registration of security.
• Communicate with lawyers with respect to discharges, amendments, and collecting funding conditions.
• Assist with the review of commitment letters, amendments, renewals.
• Assist in preparation of mortgage documents for various lending partners.
• Track deal status via our online portal and manage various checklists and trackers.
• Stay up to date on applicable regulations.

Mortgage Administration

• Assist in coordinating various legal agreements related to ongoing projects with external counsel.
• Coordinate documentation of amendments and renewals.
• Assist in any Special Loans activity, including default/receivership proceedings as required.

Mortgage Discharge Support

• Assist in preparation of discharge documentation and payment requisitions.

Compliance Monitoring

• Assist compliance department with Borrower follow ups of loan deliverables.
• Prepare notices/reminders to Borrowers to ensure timely delivery of loan obligations.
• Assist in documenting contractual mortgage renewals, extensions, and amendments.

Administration

• Track and process legal invoices.
• Assist with lender onboarding process for new clients.
• Participate in ongoing initiatives with respect to process improvements.

What Are We Looking For?

• Excellent oral and written communication skills with the ability to effectively communicate across all levels within, as well as outside of the organization.
• Excellent time management skills.
• Demonstrated ability to prioritize between multiple competing commitments and deadlines.
• Demonstrated ability to efficiently handle administrative tasks, multi-task, and switch between multiple assignments as necessary.
• Proficiency in Microsoft Word and Excel, and generally adept with technology.
• Post Secondary Degree or Diploma in any of the following is an asset:
• Business Administration
• Law Clerk
• Legal Studies
• Paralegal Studies
• Will be required to obtain mortgage agent license with FSRA.

Preferred Requirements

• Experience in any of Mortgage Administration, Asset Management, Commercial Lending, Banking, Financial Services, Real Estate Law, Real Estate Development and/or Underwriting is an asset.

Work Environment

• MZ offices are open Monday to Friday and employees are expected to work on site a minimum of 4 days per week, with the option of working remotely 1 day per week, as agreed to by the direct supervisor.
• Our Waterloo office has 16,000 square feet of modern and accessible space and has been specially updated and tailored to meet our business needs.

Accommodations are available during all stages of the recruitment process in accordance with the Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA), to provide an inclusive, barrier-free workplace. We will accommodate the accessibility needs of individuals with disabilities to support participation in all aspects of the recruitment process. Should you require this accommodation, please contact careers@marshallzehr.com.