Associate, Loan Funding & Administration

• Lead lawyers and insurance consultants on new transactions, driving through to completion of registration of security.
• Drive resolution with lawyers on discharges, amendments, and outstanding funding conditions.
• Review and validate commitment letters, amendments, and renewals.
• Prepare and own mortgage documents for MarshallZehr’s various lending partners.
• Tracking deal status through MarshallZehr’s online portal and managing various checklists and trackers.
• Stay current on applicable regulations.

• Manage legal agreements related to ongoing projects with external counsel.
• Own the documentation of amendments and renewals.
• Support Special Loans activity, including default and receivership proceedings, as required.

• Prepare discharge documentation and payment requisitions.
• Own the tracking and processing of legal invoices.
• Manage the lender onboarding process for new clients.
• Work with the EVP to ensure regulatory requirements are met.
• Participate in ongoing process improvement initiatives.

• 3 to 5 years of real estate legal or lending experience, ideally on the lender side.
• Excellent oral and written communication skills with the ability to effectively communicate across all levels within, as well as outside of the organization.
• Exceptional time management and organizational skills, including tracking of critical deadlines.
• Strong critical thinking and sound judgment – able to read and interpret legal documents, identify where terms do not reflect the approved deal, and know when to escalate.
• A high degree of ownership and the ability to work independently, carrying files from instruction through to close.
• Confidence engaging directly with external counsel and internal stakeholders and translate legal detail into clear recommendations.
• Proven ability to prioritize between multiple competing commitments, concurrent files, and deadlines while maintaining a consistently high level of accuracy on time-sensitive documents.
• Proficient 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
• The successful candidate will be required to obtain a mortgage agent license through FSRA (paid for by MarshallZehr).
• Successful candidates must meet regulatory and licensing requirements, including background screening prior to the commencement of employment.

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

• MZ offices are open Monday to Friday, and employees 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. The result is a world-class workspace that empowers deep collaboration, reinforces business operations with state-of-the-art technology infrastructure, and offers more space to enable our sustained team expansion. We also have a satellite office in downtown Toronto, available for business meetings.

• Opportunities for career development and advancement as the organization grows.
• Employer paid benefits, including medical, dental, and a health care spending account.
• RRSP matching program.
• Paid vacation and company floater holidays.
• Creative Social Committee that organizes regular team building events.
• Free on-site parking.

• $70,000-$90,000 annually plus bonus incentives. Placement within the range will be determined based on the successful candidate's experience, qualifications, and demonstrated ability to perform the role.