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April 10, 2017

Documenting your Experience & Personal Style in your notes

Filed under: Your Notes Section — admin @ 7:18 am

A good notes section on a notary profile should cover many aspects. But, the first several paragraphs should talk about experience and personal style.

You can mention:
1. How many loans you have signed. You can mention how many years you have signed loans, but a # of loans is better.

2. Make a list of types of loans or financial products you have signed
Annuities, Applications, Cash Sales & Purchases, Debt Consolidations, Debt Settlements, eSignings, Helocs, Modifications, Purchases, Refinances (1sts, 2nds, Piggy Backs, FHA, VA, Conventional, Commercial, Residential), Reverse Mortgages, Seller’s Documents, Time Shares, and more…

3. Make a list of documents you have signed
Affidavits, Auto Titles, Boat Titles, Contracts, I-9’s, Living Wills, Permission for Minors to Travel, Powers of Attorney, Wills, and more.

4. Signing Agent since 1995.
Mentioning the year you started is better than counting how many years you have been doing this, otherwise you have to update your notes every year which you won’t remember and change it from nine years to ten years as a signing agent to eleven to I lost count or forgot!

5. Related Experience
If you are a Mortgage Broker, Originator, Escrow Officer, this is related experience and should come directly below your Notary Signing experience. It goes in the top part of your notes, but below the relevant experience. In short, put it in the bottom of the top of your notes if that makes sense (like anything else I say.)

6. Unrelated Experience
If you were a Realtor, Paralegal, Teacher, Programmer, or something unrelated, do not put this at the top of your notes. This is more of background information and goes somewhere in the bottom of your notes section. Realtors feel their experience makes them a better Notary and they feel they are “familiar with the docs,” but, they are not that familiar with I quiz them — not familiar at all. The Mortgage folks have relevant experience, the others do not.

7. Experience dealing with stressful situations
A few people who were police, military, or in customer service dealing with the most difficult of people can claim that they can diffuse stressful situations. This is a valuable skill that you can learn from unrelated professions. Dealing with people in general is very useful in the Notary world. The Notaries who get ahead have good people and business skills which are actually more important than your clerical Notary skills (but, don’t tell anyone I said that.)

8. Your personal style
Rather than use a bunch of baseless adjectives with commas between them to describe yourself, paint a picture of how you do your work and what sets you apart from the rest. Anything unique you can say about yourself will gain points. Do you triple check your work? Do you introduce yourself at the door? Will you stay until midnight if necessary? These are helpful things to know. Don’t just be professional, reliable and modest as all of our other notaries make the same claim.

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