Associate, Loan Funding & Administration

Who is Marshall Zehr?

Marshall Zehr Group Inc. ("MZ") is a specialized real estate capital partner providing debt capital solutions to commercial real estate owners and institutional investors.

Since 2008, Marshall Zehr has established itself as a trusted real estate capital partner, completing over 500 transactions representing more than $4.5 billion in capital commitments.

We deliver value beyond capital through an integrated, end-to-end real estate finance platform that combines decades of industry expertise with institutional discipline and an entrepreneurial approach.

Our team originates, structures, syndicates, funds, and administers tailored financing solutions, supporting clients and capital partners throughout the financing lifecycle.

The Opportunity

Reporting to the Executive Vice President & Principal Broker (the "EVP"), the Associate, Loan Funding & Administration (the "Associate") will assist in managing and documenting Marshall Zehr’s underwriting and funding activities.

The Associate will be responsible for preparing regulatory documents related to funding loans and issuing advances, managing all security documentation required to close loans and advances, leading external legal counsel through the preparation, negotiation, execution and processing of all documentation, partnering internally with Account Managers, Mortgage Operations Analysts, and Finance to drive fundings and advances.

The Associate will also support matters pertaining to the enforcement of non-performing loans.

This position is a new vacancy.

The Role

• Mortgage Funding
• 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 Marshall Zehr’s various lending partners.
• Tracking deal status through Marshall Zehr’s online portal and managing various checklists and trackers.
• Stay current on applicable regulations.
• Mortgage Administration
• 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.
• Administration
• 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.

What Are We Looking For?

• 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 escape.
• 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 Marshall Zehr).
• Successful candidates must meet regulatory and licensing requirements, including background screening prior to the commencement of employment.
• Preferred Requirements
• 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.

Work Environment

• 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.

• What MZ Offers
• 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.
• Salary Range
• $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.

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.

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