Heidi Lee
Bank Consultant and Review Appraiser - Appraisal Review and Consultation
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.
Upcoming Webinar
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Recorded Webinar
Appraisal Program: A Mandate of the Banking Regulations
There is no "one size fits all" when it comes to a regulatory compliant appraisal program, but good appraisal programs share some common traits. This webinar examines alternatives and best practices for appraisal programs, all of which balance production enhancement and risk mitigation. Regulatory compliance starts with a reasoned and comprehensive appraisal program, which flows through to policy and procedures into every day practice in the bank.
Recorded Session Get life time access for one participant with download option!

Commercial Appraisal Review - Focus on the Tough Ones
This webinar examines the problems that can arise in the valuation and appraisal review of some of the more complex and challenging commercial property types. Greater insight into the appraisal review process, as it differs for each of the complex property types, is provided. This is a more advanced level webinar that assumes the attendees have education, exposure, and experience with the general appraisal process and typical expectations of reviewers when reviewing a commercial appraisal report.
Recorded Session Get life time access for one participant with download option!

USPAP Issues & Best Practices for Residential Appraisal Reviewers: Avoiding Violations
This webinar introduces the regulations governing the appraisal profession, Mortgage lenders and those reviewing residential appraisals for regulatory and GSE compliance are required to include in their reviews an opinion as to whether the report complies with USPAP. But how can a residential reviewer state whether an appraisal complies with the requirements of USPAP if he/she has never read USPAP or attended any education on that topic?
Recorded Session Get life time access for one participant with download option!

Understanding Appraisals & Appraisal Review Concepts for Lenders
Understanding Appraisals & Appraisal Review Concepts for Lenders is an introductory webinar, providing a broad overview of the appraisal industry and how it intersects with financial institutions and their lending activities for real estate secured loans. No advance understanding of appraisal program regulations or appraisal theory is required, but some exposure to your organization's appraisal function would be beneficial; though not a requirement.
Recorded Session Get life time access for one participant with download option!

Appraisals for Non-Performing Assets
Full compliance with all aspects of the Interagency Appraisal and Evaluation Guidelines can be challenging for banks of all sizes, but especially for community banks. But even when a strong appraisal program is put in place, most banks are not aware that the appraisal regulations allow institutions to treat non-performing assets differently from new loans. This webinar addresses best practices for incorporating non-performing assets in a bank's appraisal function.
Recorded Session Get life time access for one participant with download option!

Appraisal Program Guidance
There is no "one size fits all" when it comes to a regulatory compliant appraisal program, but good appraisal programs share some common traits. This webinar examines alternatives and best practices for appraisal programs, all of which balance production enhancement and risk mitigation. Regulatory compliance starts with a reasoned and comprehensive appraisal program, which flows through to policy and procedures into every day practice in the bank.
Recorded Session Get life time access for one participant with download option!

How to Have Regulatory Compliant Appraisal Policy
This webinar will examine in detail what the regulations say about the content banks should have in an appraisal policy. Even more importantly, it will provide insight into how the regulators expect those policy statements to flow through to the overall credit decision environment and the day-to-day operations of the appraisal function. The focus will be on practical take-aways from an appraisal policy consultant.
Recorded Session Get life time access for one participant with download option!

Impact of the Appraisal Function on Operational Risk
The regulators want financial institutions to comply with their appraisal guidance. But more importantly, the regulators intend for banks to recognize and avoid situations that create risk for their specific institution. Operational risk incorporates many of the other types of risk an institution can face. There are some conditions under which a faulty appraisal program can inflate a bank's operational risk. This webinar will look closely at those situations and options to avoid them.
Recorded Session Get life time access for one participant with download option!

Importance of Appraisal Function Monitoring
Your bank policy has been revised to meet all the regulatory requirements. Your internal processes flow out from and reflect the regulatory mandates listed in your appraisal policy. Is that it? Are you done, leaving only day-to-day issues to contend with? Unfortunately, the regulators answer to that question is No. Banks must not only set up a framework for a regulatory compliant appraisal program, they must shine periodic attention on the nuts and bolts of the process to ensure vigilance has not been relaxed or independence impaired.
Recorded Session Get life time access for one participant with download option!

Commercial Appraisal Review - Focus on the Tough Ones
This webinar examines the problems that can arise in the valuation and appraisal review of some of the more complex and challenging commercial property types. Greater insight into the appraisal review process, as it differs for each of the complex property types, is provided. This is a more advanced level webinar that assumes the attendees have education, exposure, and experience with the general appraisal process and typical expectations of reviewers when reviewing a commercial appraisal report.
Recorded Session Get life time access for one participant with download option!

Appraisal List and the Engagement Process
This webinar focuses on the importance of approved appraiser list stratification to enhance appraisal quality and regulatory compliance within the engagement process. One of the primary ways to speed up the review process is to improve appraisal quality. Cost and risk to the institution can also be impacted by the scope of appraisal assignments: matching quality level to transaction risk.
Recorded Session Get life time access for one participant with download option!

USPAP Issues & Best Practices for Residential Appraisal Reviewers: Avoiding Violations
This webinar introduces the regulations governing the appraisal profession, Mortgage lenders and those reviewing residential appraisals for regulatory and GSE compliance are required to include in their reviews an opinion as to whether the report complies with USPAP. But how can a residential reviewer state whether an appraisal complies with the requirements of USPAP if he/she has never read USPAP or attended any education on that topic?
Recorded Session Get life time access for one participant with download option!

Understanding Appraisals & Appraisal Review Concepts for Lenders
Understanding Appraisals & Appraisal Review Concepts for Lenders is an introductory webinar, providing a broad overview of the appraisal industry and how it intersects with financial institutions and their lending activities for real estate secured loans. No advance understanding of appraisal program regulations or appraisal theory is required, but some exposure to your organization's appraisal function would be beneficial; though not a requirement.
Recorded Session Get life time access for one participant with download option!

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