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.

• 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.

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