Understanding Appraisals and Appraisal Review Concepts for Lenders

Heidi Lee

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This webinar training will break down common terms used in the appraisal industry as well as cover the economics of real estate markets: the impact of the principles of value, the forces of value, and real estate market life cycles.

Why Should You Attend:

The Interagency Appraisal and Evaluation Guidelines have put appraisals and their review front-and-center for financial institutions and examiners. Initially, the regulators focused on appraisal function compliance within larger banks. In recent years, however, examiners have shifted their focus to smaller institutions. As a result, appraisal function compliance has become a larger issue for community banks. This webinar lays the groundwork for better appraisal review compliance.

Learning Objectives:

  • Gain insight into the appraisal process: a general understanding of what appraisers can and cannot do
  • Learn how the regulators view the appraisal selection process and the review process
  • Learn what the regulators expect of appraisal reviewers
  • Learn basic review mechanics and the dos and don’ts of reviewing
  • Get tips for dealing with appraisers when the review identifies issues of concern
  • Learn methods to improve the quality of appraisal reports submitted to your financial institution

Areas Covered in the Webinar:

  • The defined terms and a specific process in the appraisal industry that appraisers must follow
  • Economics of real estate markets: the impact of the principles of value, the forces of value, and real estate market life cycles
  • Regulatory requirements for reviewer independence and reviewer qualifications
  • Scaling the review assignment with the appraisal assignment and the transaction risk
  • Best practices for reviewers
  • Acceptable and unacceptable reviewer communication methods

Who Will Benefit:

  • Chief appraisers and appraisal managers
  • CEOs and presidents of community banks
  • Credit administration officers
  • Credit officers involved in the appraisal function
  • Credit reviewers and other credit side personnel
  • CRE lending group managers
  • Employees who bid and engage appraisers for the bank
  • Employees who review commercial appraisal
Webinar Events
Live -Coming soon!

Training CD-DVD

Physical CD-DVD of recorded session will be despatched after 72 hrs on completion of payment

Recorded video

Recorded video session

Speaker: Heidi Lee, Bank Consultant and Review Appraiser, Appraisal Review

Heidi Lee is a commercial review appraiser with 18 years’ experience at Whitney National Bank, a mid-sized financial institution. Since retiring from Whitney Bank in 2011, Ms. Lee has founded Appraisal Review & Consultation to share her skills and appraisal regulatory knowledge base with other financial institutions. Her firm offers commercial review services and appraisal policy/procedures assistance to small- and medium-sized banks across the country.

Ms. Lee has earned the MAI and the AI-GRS designations issued by the Appraisal Institute and the MRICS designation issued by the Royal Institution of Chartered Surveyors. She holds a general appraiser certification in Louisiana and Texas and was appointed by two governors to serve on the Louisiana Real Estate Appraisers Board. Additionally, she is a member of RMA (Risk Management Associates), with special interest in credit risk and operational risk.

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