Legal Analyst

MarshallZehr Group Inc.; Southwestern Ontario; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A real estate financial solutions firm in Ontario is looking for a Legal Analyst. This role involves supporting mortgage funding and administration, preparing legal documents, and monitoring compliance. Ideal candidates will have strong communication skills and a relevant education background. The successful applicant will have opportunities for career development and work with a dynamic team in a modern office environment.

Benefits

Employer paid benefits, including medical and dental

RRSP matching program

Paid vacation and company floater holidays

Opportunities for career development

Free on-site parking

Qualifications

• Ability to effectively communicate across all levels.
• Proficiency in technology and MS Office Suite.
• Willingness to obtain a mortgage agent license.

Responsibilities

• Assist in managing underwriting and funding activities.
• Prepare regulatory documents for funding loans.
• Coordinate with external legal counsel for documentation.
• Assist with compliance monitoring and borrower follow-ups.

Skills

Excellent oral and written communication skills

Exceptional time management

Proficient in Microsoft Word and Excel

Ability to prioritize multiple commitments

Demonstrated ability to handle administrative tasks

Education

Post Secondary Degree or Diploma in Business Administration, Law Clerk, Legal Studies, or Paralegal Studies

Job description

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 SVP – Operations, 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 loans and advances, coordinating with external legal counsel in the preparation, negotiation, execution and processing of all documentation, coordinating internally with Account Managers, Mortgage Operations Analysts, as well as the financial group to coordinate fundings and advances. The Legal Analyst will also assist in matters pertaining to enforcement of non-performing loans.

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.
• Tracking deal status via our online portal and managing various checklists and trackers.
• Staying up to date on applicable regulations.

Mortgage Administration:

• Assisting in coordinating various legal agreements related to ongoing projects with external counsel.
• Coordinate documentation of amendments and renewals.
• Assisting 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 deliver of loan obligations.
• Assist in documenting of contractual mortgage renewals, extensions, and amendments.

Administration:

• Tracking and processing of legal invoices.
• Assist with lender onboarding process for new clients.
• Work with the SVP to ensure regulatory requirements are met.
• Participating 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.
• Exceptional time management and organizational skills, including tracking of critical deadlines.
• Proven ability to prioritize between multiple competing commitments and deadlines while maintaining zero outflow of errors.
• Demonstrated ability to efficiently handle administrative tasks, multi-task, and switch between multiple assignments as necessary.
• 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
• Will be required to obtain a mortgage agent license through FSRA (paid for by the company).

Preferred Requirements:

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

Interested applicants can apply directly by visiting www.marshallzehr.com/careers

Accommodations are available during all stages of the recruitment process in accordance with the Human Rights Code and the 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 [e-mail].