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CRE Appraisals: Regulations and the Review Process

This session will cover the key issues from current regulatory guidance for CRE appraisals. You will get tips for integrating them into your existing policies, and ideas for meeting new/recent requirements for screening appraisals for USPAP compliance.

Upcoming
Monday, February 10th, 2025
1:30 pm - 3:30 pm
Presented by Richard Hamm
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Compliance
  • Lending
  • Lending Compliance
  • Mortgage Lending
  • Commercial Lender
  • Compliance Officer
  • Credit Analyst
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • Private Banker
  • Senior Management
  • Small Business Lender
  • Workout Specialist/Collector

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For about 30 years, financial professionals have worked under multiple sets of rules and guidelines concerning the ordering and reviewing of appraisals. These include the December 2010 Interagency Appraisal and Evaluation Guidelines, the October 2018 Frequently Asked Questions on the Appraisal Regulations, and the Interagency Appraisal and Evaluation Guidelines. Appraisers have worked under the Uniform Standards of Appraisal Practice (USPAP) for even longer.

This program provides a concise overview of the various rules and guidelines, plus key nuances that have created differences among the approaches taken by financial institutions and endorsed or supported by their regulators. Because they are guidelines, not regulations with absolute deadlines, there is discretion in how regulators apply various features.

Do you know the key factors that drive discretion? What are some tips and traps for handling review outcomes? Can your institution have different levels or types of reviews for commercial properties? What key factors drive how to set the different levels?

What You'll Learn

  • Overview of guidelines and issues critical to CRE appraisals
  • The five minimum standards and what they really mean
  • Types of reviews, as suggested by the guidelines
  • Administrative/compliance review, plus a sample checklist
  • Technical/internal review, plus a sample checklist
  • Outside/third-party review, plus sample comments
  • Ideas for setting dollar limits
  • Ideas for screening for Uniform Standards of Appraisal Practice (USPAP) as of Jan. 1, 2020
  • Appraisal review outcomes and when to request revisions

Who Should Attend

This session is ideal for CRE lenders, commercial lenders, private bankers, small business lenders, credit analysts, portfolio managers, assistant relationship managers, consumer and mortgage lenders, loan review specialists, special assets officers, lending managers, credit officers, and CRE support personnel.

Richard Hamm

Instructor Bio

Richard Hamm has been training bankers for 28 years, designing and delivering courses specializing in commercial lending and credit, including portfolio and risk management, commercial real estate (CRE) and appraisals, plus selling and negotiating skills, and director training. He also conducts eight senior lender forums on a periodic basis in multiple states and one series at the national level.

He is based in Huntsville, AL and has owned/operated Advantage Consulting & Training for 14 years, after a 22-year banking career including senior positions in lending and credit, plus president of a community bank through formation and acquisition of an existing bank. He has BS and MBA degrees from the University of Alabama.

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