Although notaries and corporate seals are ubiquitous, they are a vital part of the services your financial institution provides. But wait! Notaries don’t have a corporate shield. They accept personal liability each time they notarize a document – and can refuse to do so. Join us to learn more.
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Identify the basic laws governing Notary Publics
- Recognize potential conflicts of interest
- Understand notarial liability
- Explain when and what you are permitted to charge for notary services
- Distinguish documents requiring the use of your corporate seal
As a Notary Public, you are an official of integrity appointed by your state government. This role entails a great deal of personal responsibility and liability. Your financial institution relies on you to facilitate loan closings and provide a vital service to your accountholders and community. This webinar will teach best practices for notarizing documents commonly presented to and by financial institutions, and when and how to use your institution’s corporate seal. We will also review the proper use of the corporate seal to “stamp” legal documents.
WHO SHOULD ATTEND?
This informative session is designed for branch managers, loan officers, loan processors, and anyone who uses the corporate seal or serves as a Notary Public.
- Sample notary policy
- Sample document log
- Employee training log
- Interactive quiz
SPEAKER: Dawn Kincaid, Brode Consulting Services, Inc.
Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.