Daniel Trautz Email & Phone Number

Fort Washington, Pa

• Manage Corporate Legal Portal.• Trust, Power of Attorney and Subordination review.• Manage Marketing Servicing Agreements, Joint Marketing Agreements and Desk Rentals.• Prepare Marketing agreements, Leases, Subleases, Termination notices and Demand letters.• Manage corporate registrations, amendments, deactivation and other related secretary of state filings.•Annual reports and Regulatory reporting.• Legal credit card conciliation.

• Managed Corporate Litigation mailbox.• Prepared objections and responses to third-party subpoenas.• Opened new contested matters in Legal Tracker for the entire department and sent case files to outside counsel.• Case Management of contested matters for multiple states including researching loan files for responsive pleadings.• Worked directly with in-house attorneys to resolve contested matters.• Prepared and reviewed bi-weekly and monthly case management reports

• Oversaw daily operations over multiple years and departments including Litigation, Collateral Control, Mediation and Foreclosure.• Trusted to work after hours remotely for 12 years and from 2017 to 2019 three days a week.• Collateral control manager for 10 years.• Managed bi-weekly and monthly meetings with staff.• Performed audits, reviewed scorecard findings and submitted rebuttals.• Assisted attorneys with trial preparation, discovery, and settlement negotiation.•… Show more • Oversaw daily operations over multiple years and departments including Litigation, Collateral Control, Mediation and Foreclosure.• Trusted to work after hours remotely for 12 years and from 2017 to 2019 three days a week.• Collateral control manager for 10 years.• Managed bi-weekly and monthly meetings with staff.• Performed audits, reviewed scorecard findings and submitted rebuttals.• Assisted attorneys with trial preparation, discovery, and settlement negotiation.• Prepared Motions for Summary Judgment, Pre-trial memorandums, Consent Judgments, Settlement Agreements.• Attended Trials, discovery hearings, case management hearings, Conciliation conferences and Sheriff Sales.• Reviewed foreclosure, title, bankruptcy, eviction, post sale pleadings for preparing responsive pleadings and Motions.• Reviewed banking records and files including mortgages, notes, assignments, loan modifications, payment history, escrow breakdowns, collection and loss mitigation notes, and loan origination files. • Performed document redaction when required.• Outside counsel communication and follow up.• Monitored senior and junior lien foreclosures with other firms.• Administer 90 day, midyear and annual performance evaluations.• Managed staff and attorney time cards.• Traveled to Newark, NJ and Pittsburgh, PA for management audits, reviews and training. Show less

Greater Philadelphia Area

• Oversaw daily operations of start up business specializing in processing assignments of mortgage. • Maintained company bookkeeping and budget.• Managed company task and time frames to meet client deadlines.• Prepared assignments of mortgage, notarized assignments and filed with Recorders office.• Pennsylvania Notary from 2009 to 2012.• Assisted with Real Estate closings.

Education record

Education record