Director, Legal & Loan Operations

Marshall Zehr Group Inc. provides customized construction and development financial solutions for high-performing real estate developers. Since 2008, Marshall Zehr 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.

Reporting to the Senior Vice President, Risk, Legal & Finance (the “SVP”), the Director, Legal & Loan Operations (the “Director”) will lead Marshall Zehr’s legal and loan operations function across mortgage funding, documentation, transaction compliance and administration. The Director will also assist the SVP and assigned file leads with legal documentation and administrative requirements for special loans, enforcement, restructurings, and joint ventures.

The Director will lead the assigned team, including Legal Analysts, and work with internal teams, external counsel, and other advisors to complete transactions and assigned supporting work. This is a hands‑on leadership role focused on day‑to‑day funding and administration, with opportunities to assist on complex files as well as direct coaching and mentoring of direct reports. Initially, the Director will own funding readiness, loan documentation, routine counsel coordination and administration, while assisting with document preparation, approval tracking and follow‑up on special loans and related matters as requested.

Marshall Zehr relies on external counsel for legal advice; qualification as a lawyer is not required. This is a new vacancy.

• Lead the assigned team, including Legal Analysts, with responsibility for workload allocation, coaching, performance reviews, and employee development initiatives.
• Set departmental objectives, service expectations, and quality standards; establish backup coverage and maintain visibility over capacity and deadlines.
• Resolve routine operational issues prior to issues becoming unmanageable and report on performance, outstanding exceptions and resource requirements to the SVP.

• Own the consolidated closing and funding‑readiness process for new loans, subsequent advances, amendments, renewals, assignments, and discharges.
• Translate approved terms into clear requirements and timelines; coordinate borrowers, lending partners, external counsel, insurance consultants, and internal teams.
• Ensure required documentation, disclosures, consents, and conditions are completed and evidenced, including confirmation of credit and finance approvals from the responsible teams.
• Oversee funding packages, advance statements, and directions, ensuring consistency with approved terms, lender participations, fees, and administrative arrangements.
• Identify unresolved items, elevate proposed exceptions, and hold the operational release of a funding package where required approvals or conditions remain outstanding.
• Manage the ordinary‑course relationship and workflow with external counsel, providing complete instructions within approved parameters and tracking tasks through completion.
• Prepare and review commitment letters, amendments, and other transaction documents for consistency with approved terms; refer legal interpretation and substantive legal issues to counsel.
• Coordinate security, participation, administration, and interlender documentation, including required execution, registration confirmations and closing reports.

• Track undertakings, deficiencies, and post‑closing obligations to resolution; maintain complete, accessible, executed documents and legal records.
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