NSW Banking Forum: Credit, Risk and Quality Assurance (N180419)
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Following on from the success of the NSW Banking Forum’s last year, the API is pleased to present this year’s Mortgage Forum Session: Credit, Risk and Quality Assurance.
The valuation landscape has changed over the last 10 years, with an increased focus around valuation risk management and quality assurance to help improve consistency and achieve better outcomes for both the bank and valuation firm.
The API has assembled an expert panel involved across the various stages of the mortgage valuation review process in a Q&A session to share their unique insights and answer the following questions:
- How are valuation reports are used when making credit decisions?
- What current debt sizing metrics are being used in today’s environment?
- What do banks consider as current best practice with mortgage valuations? What are some of the current shortfalls and opportunities?
- Why is quality assurance important to both the lender and valuer?
- What is considered current best practice in valuation risk management? Where are the opportunities to improve?
- Valuation assumptions – what is reasonable and what is not?
- How are critical valuation assumptions with valuations dealt with internally in the bank?
This session is ideal for property professionals involved in the provision of valuations for mortgage security purposes or those seeking a better understanding of the role valuations play in the banking and finance sector.
Join us for an interactive forum, followed by networking drinks and canapes.
Sally Dale (moderator)
State Director - NSW/ACT/QLD, Opteon
Sally has over 20 years’ experience in senior management, property valuations and advisory services. During her executive career, Sally was previously Director and owner of a successful Sydney based valuation firm and owner/ operator of her own consultancy and valuation practice.
More recently Sally was the Director Valuation Services for Opteon (Sydney). Appointed to the role in 2011, Sally developed the Sydney business from a small team into one of the top 3 residential valuation firms in Sydney. Now with appointments on the panel of all major banks and lenders, Sally has diversified the business into the areas of commercial, government and family law.
National Head of Property Risk, Westpac Group
Peter is National Head of Property Risk within the Westpac Group.
He is responsible for the risk management function within several of the Westpac Group’s Property Finance businesses. This encompasses:
- The provision of in-house research into the various domestic property market sectors and creation of the Group’s “House View” on each of those market sectors,
- Management of national team of Property Risk Managers and Construction Risk Managers, and
- Management of Westpac’s National Commercial Valuation Panel.
Peter is a Chartered Surveyor and Registered Valuer by background and has worked at Westpac for around 16 years. In his time at Westpac he has held various roles including Head of Property Finance NSW & Head of Middle Markets (Business Banking) NSW.
He was previously Managing Director at DTZ (NSW) and has held senior roles at CBRE and Urbis.
Director, Commercial Compliance & Quality, Valuations and Advisory - Australia, JLL
Anthony is a Director within the Valuation and Advisory Services team at JLL having a national responsibility covering Commercial Compliance and Quality with a particular focus on the states of NSW, ACT and QLD.
Anthony is a qualified valuer with extensive banking experience across multiple asset classes and therefore utilises his previous experience to provide improved risk management services to JLL professional staff and clients.
Anthony’s core responsibilities are to manage valuer compliance, improve report quality, train and mentor staff, manage insurance obligations and act as key contact for lending institutions.
Anthony joined JLL in June 2016 and is based in the Sydney office.
Associate Director, Real Estate Finance, Institutional Banking & Markets, Commonwealth Bank of Australia
With over 15 year’s experience in the property industry Penny has a diverse background. Having worked in the Real Estate Advisory team with KPMG, Total Asset Management Planning with Government Property NSW and the Program Management Office with Brookfield Global Integrated Solutions. A Certified Practising Valuer herself with experience in a range of property classes for first mortgage security purposes along with valuation advice for Compulsory Acquisition purposes.
Currently, Penny works for Institutional Banking and Markets (IB&M) at the Commonwealth Bank. As an Associate Director in the Real Estate Finance team, Penny’s accountabilities include; Review and sign off of valuations, regular reporting and monitoring of IB& M funded construction projects until completion, along with general property advice for new and existing transactions.
Chief Credit Officer, WIB Risk, Westpac Institutional Bank
Steven is responsible for the credit decisioning team in the property section of the Institutional Bank for Westpac
Steven is a degree qualified accountant with coming up to 30 years’ experience in Westpac with almost 20 years of that in Specialist Property Finance teams. Including roles in:
- Analytics / research
- Relationship management
- Credit decisioning
|6.30pm||Forum closes, followed by light refreshments|
|API Student Member||$66|
|All fees include GST|
Attendance at this event accrues 1.5 CPD Points.
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