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EDR Lender Solutions

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  • Rising Stars in 2019: Developing Leaders Program Launch
    Rising Stars in 2019: Developing Leaders Program Launch
    John Rybak, 2017 winner of the PRISM Industry Influencer award, and BB&T’s SVP Environmental Risk Manager Recorded: Jan 8 2019 45 mins
    Each year at EDR’s PRISM conference, an up-and-coming risk management or due diligence professional is recognized for impressive achievement in leadership, visibility, professional competency and/or industry involvement. Building on this popular awards category, EDR is excited to launch a new Developing Leaders program aimed to further the development of our industry’s future leaders. This new initiative will provide education and mentor/mentee connections to leverage the industry knowledge of prominent business leaders, and provide newer professionals with the tools and resources they need to fulfill their education and professional development goals.

    Each of the webinar speakers is an industry veteran who is deeply committed to helping rising professionals learn what they wish they knew when they were just starting out. Whether you’re a seasoned manager looking to retain top talent—or a newbie just starting out, join us for this kickoff webinar to hear what’s in store from EDR’s new Developing Leaders program!

    Who should attend:

    •Risk management professionals just starting out in the field
    •Experienced industry veterans
    •Anyone looking to broaden his/her professional development expertise

    Speakers:

    John Rybak, 2017 winner of the PRISM Industry Influencer award, and BB&T’s SVP Environmental Risk Manager
    Roger Caramanica, Ph.D., EDR’s VP of Organizational Development
    Dianne Crocker, EDR Insight’s Principal Analyst
  • Product Spotlight: Meet SBA Requirements with EDR’s LoanCheck® RSRA
    Product Spotlight: Meet SBA Requirements with EDR’s LoanCheck® RSRA
    James Haberlen and Cathy Reed Recorded: Jan 18 2018 54 mins
    In response to the Small Business Administration's recent updated guidelines for a Record Search with Risk Assessment (RSRA), EDR is excited to announce the release of LoanCheck® RSRA, a powerful desktop screening tool that is not only SBA-compliant, but leverages the best available data, geocoding technology, and review tools.

    Join our Product Spotlight webcast where we’ll unveil this new, advanced RSRA report. With SBA’s new environmental guidelines that went into effect January 1, 2018, you’ll want to be sure you understand the new requirements, and the solutions available to help comply.

    EDR’s James Haberlen and Cathy Reed will provide an overview of this exciting new SBA report. They’ll discuss the latest advancements in geocoding technology to enhance mapping accuracy, the data that makes up an RSRA, and the market-leading Lightbox® data viewer that enhance the quality and speed of the opinion provider’s review.

    Other topics include:
    •Understanding SBA’s new RSRA requirements
    •The contents of a compliant RSRA
    •Interpreting the results of an RSRA
    •How to handle “elevated” or “high” risk results
    •Data types and sources

    Who should attend: Any Lender or Community Development Company originating Small Business Administration 7a or 504 loans.
  • Hit F5: Does Your Risk Management Policy Need to be Refreshed?
    Hit F5: Does Your Risk Management Policy Need to be Refreshed?
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert Recorded: Dec 6 2017 63 mins
    This expert panel will take a candid look at the importance of robust risk management at this stage of the market cycle. Looking back, there have been important milestones in the evolution of risk management from the early days of “Phase I or no Phase I?” decisions based solely on loan size. Other areas—like the alignment of the appraisal function and environmental risk management function—are still evolving. As the market enters a phases of moderating property values, lenders should be turning a close eye on their risk management practices. The impact an environmental issue may have on a property’s value is more significant as prices decline. Risk managers who are being challenged to make a case for tighter underwriting will learn valuable ammo for explaining why ERM is more important than ever. Attendees will also learn more about the future direction of regulatory guidance to better reflect budding industry best practices.

    Moderator:
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert
    Speakers:
    Michael Pereira, CHMM, VP – Environmental Risk Officer, Umpqua Bank
    Michael Kulka, Founder and CEO, PM Environmental, Inc.
    Andy Amarone, Manager of Client Services, EDR Lender Solutions
  • Webinar Part II: Changes to SBA's Environmental Guidelines
    Webinar Part II: Changes to SBA's Environmental Guidelines
    James Haberlen Recorded: Oct 19 2017 31 mins
    The updated SOP was released by the SBA last Friday.

    EDR is pleased to host Part II of last week’s webcast where we’ll focus exclusively on changes to the environmental guidelines. This 20-minute webinar is a must attend for anyone originating SBA 504 or 7a loans.
    Version J of SOP 50 10 5 represents the agency’s first update to its environmental guidance since 2014 (when it adopted the revised ASTM Phase I E 1527 standard). EDR’s James Haberlen will provide a timely update on what this round of changes mean to the environmental due diligence required on any loans seeking the SBA’s approval.
  • Disruption in Commercial Real Estate Lending: Forces Reshaping the Market
    Disruption in Commercial Real Estate Lending: Forces Reshaping the Market
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Evaluation Expert Recorded: Oct 18 2017 48 mins
    Join us as KC Conway, a noted expert in CRE lending, takes us on a “no-squiggly-lines” presentation of the forces disrupting commercial real estate lending. Attendees will get a look at today’s top disruptors, changes in high-growth MSAs and the key market trends that are reshaping the risks of lending on different asset classes. Conway will also look past the headlines about double-digit growth in CRE originations to stratify lending trends for major sources and explore what is restricting growth in some sectors of the market.

    Presenter:
    K.C. Conway, MAI, CRE, Economist, Counselor of Real Estate, Valuation Expert. Conway is a well-respected speaker and author with a history of accurately forecasting commercial real estate trends and changing market conditions across the U.S. He is a nationally recognized Subject Matter Expert on commercial real estate matters with specialized expertise in valuation, ports and logistics, housing economics, bank regulation and real estate finance. He has held progressive roles within the Federal Reserve (CRE Risk Specialty Officer), national brokerage and large bank organizations.
  • CLIENT UPDATE: SBA Updates Environmental Guidance with New SOP 50 10 5(J)
    CLIENT UPDATE: SBA Updates Environmental Guidance with New SOP 50 10 5(J)
    James Haberlen, Managing Director, Lender Solutions, EDR Recorded: Oct 10 2017 32 mins
    EDR will share the late-breaking changes to the SBA’s SOP 50 10 5—the agency’s first update to its environmental guidance since 2014 (when it adopted the revised ASTM Phase I E 1527 standard). Speakers will share details on the changes coming out October 1 and effective in January 2018. Don’t miss this timely update on what this round of changes mean to the environmental due diligence required on any loans seeking the agency’s approval. Benefits:
    -what’s changing?
    -latest statistics on SBA lending volumes
    -a primer on SBA’s tiered process for environmental investigations

    Join us for the latest!
  • Seven Things Informed Lenders Should Know About Environmental Due Diligence
    Seven Things Informed Lenders Should Know About Environmental Due Diligence
    Grady L. Shields, Attorney, Wyrick Robbins Yates & Ponton LLP Recorded: Apr 13 2016 60 mins
    Whether you are new to the environmental due diligence field or a seasoned veteran, this webinar offers something for you. EDR Insight is honored to bring you the expertise of Grady Shields, an attorney with Wyrick Robbins Yates & Ponton LLP. Shields brings over 30 years of experience practicing environmental law, assisting clients with environmental due diligence and transactions, and counseling lenders on environmental issues.

    At this webinar, Shields will share his insights on seven important issues impacting environmental due diligence in commercial real estate lending. This timely event will cover some of the latest environmental risks, like vapor migration, being pushed to the forefront, new emphasis on risk management tools like environmental insurance, the intense pressure on lenders by regulators and more. Take advantage of this opportunity to get some free advice from a trusted voice in environmental risk management.

    Who Should Attend:

    -Risk managers and loan officers at community banks
    -Risk managers at national banks, looking for a quick refresher and update
    -Environmental due diligence professionals serving lenders
    -Insurance professionals

    Expected Takeaways

    Those attending should come away with a better grasp of:
    -the need for pre-loan diligence, including diligence beyond the real property at issue
    -the use and appropriate terms of borrower environmental indemnification agreements
    -using both Pollution Legal Liability and Lender Environmental Liability coverage to limit lender risk
    -how to maximize value, while minimizing lender risk, in default situations
    -trends being driven by the regulators.
  • Stress Testing 101 – Best Practices for the Community Banker
    Stress Testing 101 – Best Practices for the Community Banker
    Matthew Anderson, Trepp, LLC & Mike Benz, Trepp, LLC Recorded: Sep 17 2015 62 mins
    Concentrations of credit, particularly those related to commercial real estate loans, have been a common factor in bank distress during economic downturns. Since the financial crisis, regulators have been laser focused on ensuring that the nation’s largest financial institutions – those with $10+ billion in assets – have sound stress testing and capital planning programs in place to ensure financial stability.

    The focus is trickling down to the community bank level and examiners are now asking smaller institutions to have appropriate programs in place. For many community bankers, there is uncertainty as to what examiners expect, as well as a lack of resources and expertise to comply. There is also a misconception about the value of stress testing, with attitudes ranging from “it’s a necessary evil” to “it is an integral part of our strategic planning process.”

    EDR, in partnership with sister company Trepp, is pleased to offer this complimentary webinar “Stress Testing 101 – Best Practices for the Community Banker.”

    Attendees with get answers to some commonly asked questions, including:

    -What is a stress test?
    -What is capital adequacy stress testing?
    -What are the regulators’ expectations?
    -What are the larger banks doing?
    -What is the current state of stress testing?
    -What do stress testing results look like?
    -What macroeconomic variables go into projections?
  • Vendor Management: How Well Are You Managing Your Consultants and Appraisers?
    Vendor Management: How Well Are You Managing Your Consultants and Appraisers?
    Mitch Kreeger, MAI SRA MBA, Chief Appraiser and Principal Consultant, Kreeger Consulting Recorded: Sep 10 2015 60 mins
    Recent enforcement actions by bank regulators are heightening the need to establish formal policies for third party vendor management. Financial institutions that use outside firms for all types of underwriting and other bank functions are ramping up their oversight of outside firms and for some, the data management burden is not insignificant. This timely event will focus specifically on how risk managers can develop effective policies for managing outside vendors for appraisals and environmental assessments.

    EDR is pleased to host a webinar on this timely topic with Mitch Kreeger, a well-known subject matter expert on valuation, environmental and seismic risk, and regulatory compliance topics, will share his insights and advice on establishing an effective vendor management policy for appraisers and environmental professionals. Kreeger will explore the myriad ways that attendees can improve vendor management, from initial project bidding to vendor selection to monitoring vendors over time.

    At this educational webinar, attendees will receive advice on managing relationships with appraisers and environmental consultants, including answers to the following:

    • What should we consider in selecting the “right” vendor for the job?
    • How do we find quality appraisers? EPs?
    • What guidance should our institution be giving our appraisers and EPs?
    • What criteria should we be using to grade vendors and monitor performance?
    • How are banks facing today’s vendor management challenges?
  • Vendor Management Best Practices: Is Your Program Up to Par?
    Vendor Management Best Practices: Is Your Program Up to Par?
    Scott Roller, former head of vendor management, Citigroup Recorded: Aug 12 2015 60 mins
    Among the top challenges lenders face today is the need to meet higher expectations set by the OCC and the Federal Reserve governing the use of third-party vendors. While the guidelines were released over a year ago, there is still confusion about what institutions should be doing.

    One thing, however, is certain. Effective vendor management takes resources, and many institutions are finding it necessary to add staff and/or technology to help with the cause, particularly smaller institutions. The regulators have made it clear, vendor management is not just a one-time assessment, but is an ongoing process, and monitoring vendors long term is as important as the initial due diligence.

    EDR is pleased to host a webinar on this timely topic on Wednesday, August 12, 2015 at 2:00 p.m. EST. Scott Roller, former head of vendor management at Citigroup, will provide clarity on the new regulations and help break down regulator expectations into easy-to-understand terms. Roller will explore key dimensions that attendees can use as the foundation for building out their own robust vendor management oversight program, from initial vendor risk classification all the way through ensuring adequate executive engagement in vendor management.

    Attendees will learn best practices for satisfying regulators with this educational workshop, including answers to the following:
    • What does the latest regulatory guidance on vendor management require?
    • What are the biggest headaches banks are facing in complying with them?
    • What advice is recommended for smaller banks struggling with limited manpower/resources?
    • What are bank examiners looking for during audits?
    • What are the latest best practices for policies and procedures?
    • How are banks coping with the need to track and monitor vendors?
    • What are the most common shortcomings that audits reveal?

    Attendees will also receive a free copy of a white paper on vendor oversight and the cost of compliance.

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