Robert Birzer Email & Phone Number

Richmond, Va

Provided paralegal and administrative support to managing attorney and associate in all areas of securities arbitration, broker-note collection, and civil litigation matters. Drafted legal documents including pleadings, interrogatories, affidavits, subpoenas, and discovery requests. Assisted with trial preparation including trial notebooks, expert binders, and communicated with experts and fact witnesses. Conducted fact-finding interviews with clients, witnesses, and other parties. Assisted managing attorney at trial including taking notes and providing feedback regarding arbitration panel, witnesses and other parties.

Richmond, Va

Managed over 100 cases consisting of litigation and pre-litigation matters relating to servicing and default activities, including foreclosure, loss mitigation, bankruptcy, collections, and recovery.Communicated with outside counsel, in-house counsel and other business clients regarding case strategy, legal proceedings, discovery, and settlements.Conducted case research utilizing both SunTrust Bank and Mortgage databases, including Fidelity, PLX, Pion, MCLS, and BOUIE.Working with internal business client to investigate matters related to litigation.Identified and tracked trend issues relating to litigation and pre-litigation matters in an effort tobecome more proactive in identifying problem areas.

Richmond, Va

Managed approximately 100 title and litigation matters within the Problem Debt Management group that arose during the foreclosure process, provided documents to outside counsel and title companies in response to discovery or information requests, and managed responses to interrogatories, subpoenas and other legal-related requests. Drafted and reviewed legal documents in preparation for correcting defects on title, including releases, discharges, subordination agreements and legal descriptions.Reviewed and corresponded with outside counsel, management and business representatives regarding legal proceedings, strategy, settlements and buy-backs of mortgages serviced by CCO Mortgage or originating with CCO.

Richmond, Va

Managed asbestos docket consisting of over 500 active cases; performed initial case evaluation; and coordinated the handling of the cases with outside counsel and third party administrators, prepared discovery responses and developed a weekly report for tracking the status of high exposure cases and cases of interest, including quarterly exposure numbers and exposure projections. Additionally, filed annual financial assurances for MWV’s various waste facilities in various states.Reviewed, evaluated and processed third party subpoenas and information requests. Managed and maintained all litigation through case management database including legal spend analysis, billing issues and special reports.Communicated with all levels of management, internal and external customers, outside counsel, providing research, case management and status updates.

Richmond, Va

Served as the in-take paralegal for the Legal Department’s Arbitration and Regulatory Investigations Teams, and organized and tracked.Supported numerous attorneys in all aspects of arbitration, including obtaining pertinent case documents at the branch level, back-office and compliance departments, drafted and responded to subpoenas and conducted case preparation.Drafted U-4/U-5 amendments and RE-3s to disclose a new matter or the resolution of a pending matter.Responded to FINRA, SEC and state regulatory inquiries resulting from U-4/U-5 amendments and/orcustomer complaints.Made recommendations and resolved issues relating to inquiries and investigations by governmental and self-regulated securities organizations.Researched statutes, regulations and court decisions using Lexis, Westlaw, NYSE and NASD websites.Trained new paralegals on proprietary Wachovia systems and Web-CRD.

Associate Of Science (A.S.), Paralegal Studies

Bs, Marketing