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How to handle improper Notary requests from a difficult boss

Updated 1-3-24. Even the best jobs come with their share of struggles. Long meetings, longer commutes and flaky colleagues can add frustration to your professional situation, but nothing tops the list of workplace dangers like a difficult boss. It’s an even more volatile mix when you throw in the demands of notarizing on the job.

Office Notaries have the dual responsibility of fulfilling their state-commissioned public official duties and pleasing their employers, who may not understand — or care about — the state rules and regulations governing notarial acts. Difficult bosses come in a lot of different flavors — some don’t understand Notary law and misbehave out of ignorance. Some act like your best friend and urge you to do them an unethical favor, and others may operate as if they’re above the law, as in a recent case that came to the NNA’s Notary Hotline.

A caller described being berated by their boss for refusing to put a seal and signature on a document without a Notary certificate. The boss threatened to “take” the Notary’s commission, said the Notary had to comply with her demands because the company paid for her commission, then threatened to file a complaint with the Secretary of State’s office.

Most situations won’t be as extreme as this one, but difficult bosses can come in many forms. They may suffer from poor communication skills; they may not understand the pressure they’re putting on you; or they may be ignorant of Notary regulations.

According to human resources and corporate leadership experts, workers can employ a variety of tactics to stay on the right side of the law and maintain their professional reputations and mental health when faced with bad bosses, whether Godzilla or a Mary Poppins who has no clue flying via umbrella is a violation of local airspace regulations. And those tactics may differ depending on the type of bad boss.

Notary requests from a toxic bully boss

The bully who makes threats and uses intimidation to get an employee to do something is one of the most challenging scenarios people can face in the workplace. Whether they are a direct supervisor, a senior executive or coworker, a bully can create a hostile environment, expose themselves and their companies to lawsuits and promote high turnover. In fact, a recent Gallup study showed one in two employees “have left their job to get away from their manager at some point in their career.” According to the report, companies fail to choose the candidate with the right talent for the manager job 82% of the time.

Mary Abbajay, a leadership and organizational development consultant based in Washington, D.C., said people should know what they’re dealing with when they’ve got the “bully psycho toxic screamer shouter.” If you have a boss who leads by rage, “nobody is coming to save you. HR isn’t going to come save you,” she said.

She said the key here is to keep your emotional self intact as you consider your options: “When we get depleted, we lose hope.” She recommends activating a support network and staying out of the line of fire: try to avoid interactions with this boss, maintain your professionalism even when they don’t and start looking for a job. “You’re never going to thrive with a toxic boss,” she said.

Sometimes bosses use these intimidation tactics because they’ve worked in the past or they may know they’re asking an employee to do something that’s unethical or against state law and so try to use extra force. Being asked to break state Notary laws ups the stakes.

Terri Hartwell Easter, a human resources expert and organizational change strategist, said people can easily find their livelihoods put to the test in such situations. However, she says “there is always a way to honor the law and your own integrity.”

Make it clear that what you’re being asked to do would not comply with the law, and stay in the “I” space, she said. Talk about what works or doesn’t work for you without impugning the other person.

Some companies also have hotlines or a way to report abusive behavior anonymously, or they have general counsel or an ombudsman who acts as an ethical arbiter.

Easter warned against doing anything illegal for a company because criminal liability can extend beyond a corporation to an employee personally.

Such was the case in 2012 when four Nevada Notary employees of a mortgage servicing company found themselves facing charges for improperly notarizing tens of thousands of foreclosure-related documents.

“You have to safeguard yourself and your associations,” Easter said.

Requests from a passive-aggressive or manipulative boss

Sometimes bad boss behavior isn’t so clear-cut because they’re not threatening, yelling or asking you to do something clearly wrong, as in the case of passive-aggressive bosses who appear to use manipulation to get their way.

First, avoid putting labels on these sorts, Abbajay says. The passive-aggressive boss may simply be a poor communicator; labels set you up to have a strong emotional reaction to the boss’ behavior instead of responding in a measured way. If you feel like you’re being manipulated, check that reaction; it won’t help you make strategic choices.

“Don’t assume their inability to communicate is passive-aggressive,” she says. “The whole part of dealing with difficult bosses is (reframing) to find something that works.” She suggested offering the boss a choice of appropriate ways to accomplish a task and sending an email that recaps in-person conversations in order to get things in writing. You may also want to make sure other people are around when important discussions are happening, so you have witnesses and emotional support.

The point is to seek clarity without making judgments about the boss’ intentions. She suggested saying something like this: “‘I hear an undertone in your communications that you’re not pleased with X; that’s what it feels like for me.’”

“When there’s not that haze or cloudiness about what’s expected, you can deal with things head-on without an additional layer of distrust,” Easter said.

Requests from a ‘friend’ boss

There are two types of friend bosses — one who genuinely cares for the team and has a slip-up and one who pretends to care because it’s expedient. In the case of the former, open communication lines should work with this person. Even good bosses make mistakes and aren’t always aware of the rules and regulations their employees must follow or may not realize they are crossing emotional boundary lines. Schedule a time to have a chat and be honest and forthright without making assumptions about the boss’ behavior. A good leader will appreciate the opportunity to learn and grow from the encounter.

If you’re being asked to cut corners and are reassured the “friend” has your back, don’t fall for that. “Your work product is your work product,” Abbajay said. If you’re getting a request in the moment, you decline and pivot. You can say, “I would prefer to follow regulations,” and change the subject, but do it very tactfully. Be firm and kind and avoid impugning the boss in the moment. “You want to be truthful and tactful; it’s not going to be helpful to shame, embarrass or demean.”

Easter advised employees to consider how they define friendship. Someone who is putting you in a tough position or making presumptions about personal ethics may not be a friend. It’s especially important for those in trust-holding positions, like Notaries, to keep stock of their own boundaries and have great clarity concerning their ethics.

Ultimately, every Notary employee needs to find a way to balance the demands of the job with their duties as a Notary.

Abbajay advises Notaries to build an “ethical standards” plan so they know their boundaries before they are tested. She tells her coaching clients — particularly women, who have a tendency to shrink when faced with confrontation — to practice in the mirror in the morning.

“You can create a comfort level in letting people know who you are, where you stand and what works for you and what doesn’t,” she said.


Related Articles:

Notarizing on the Job: What you and your boss need to know


8 Comments

Add your comment

Oregon Max

31 Aug 2020

I often feel that notary training resources--even state-official seminars I've been to--are great at telling how you should notarize, but are pretty vague when it comes to helping you square theory with practice. This article not only highlights some common frictions between Notaries and employers, but actually goes on to give practical advice on how to keep the peace when you have to say "no" to the guy who cuts your paycheck. I would love to see more "street smart" advice like this. Keep up the good work, NNA!

Annie Nieves

31 Aug 2020

To Learn more

Langleyjl69@yahoo.com

31 Aug 2020

they kept showing a book in the Day no to your boss part 1 video. What was that book and how much

National Notary Association

04 Sep 2020

Hello. The book is "Professor Closen's Notary Best Practices" and is available for $29. You can purchase it here: https://www.nationalnotary.org/closen-best-practices-guide

SHARI ROARK

30 Aug 2021

How about when you are sitting in the title office for weeks on end signing all their closings and the lead escrow officer tells you to notarize even though the name completely does not match the ID? And, if you don't, she will just do it herself. No, I didn't notarize the documents. And, this happened several times until they decided to use a different notary.

Joseph Panozzo

15 Jan 2024

I have worked in law offices where I saw attorneys notarize their own documents and not ask me to do this even though they knew I was a notary. I would see their own notary stamps and signatures on these documents when I would save and file these documents in their respective case files. Besides feeling hurt, this is unethical and I believe illegal. But I no longer work at those places, and a couple of them went out of business after I left.

Dr. Monterey D. Lee

16 Jan 2024

how do I become a national notary?

National Notary Association

19 Jan 2024

Hello. Notary commissions are issued by each individual state. For more information on becoming a Notary, please see here: https://www.nationalnotary.org/knowledge-center/about-notaries/how-to-become-a-notary-public

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