Quality Office

TRISHA P. GUARNIERI, MAI, AI-GRS

Summary of Qualifications

Detail-driven team leader with over 25 years of service within commercial and residential real estate valuation. Skilled in operations management, quality control and procedural compliance for regulatory purposes. Experienced at implementing technical platforms, software on-boarding and training. Skilled oversight of appraisals and reviews for a team of appraiser. Good communication and moderation skills across department lines, management, vendors and clients. Committed to integrity, respect, inclusion and giving back to the community.

Areas of Expertise

Residential & Commercial Valuation

ARGUS Cash Flow Analysis

Systems Expertise & Integration

Team Lead Training & Development

Property & Portfolio Valuation

Data Management & Analysis

RIMS Management & SalesForce

Software Integration & Training

Quality Control & Compliance

Strategic Planning & Forecasting

Career Highlights

Advanced from analyst to director at Cushman & Wakefield and served on C&W’s Business Innovation Committee for two years, as part of a team charged with developing proprietary appraisal software

Achieved top-producing senior director/team lead role with Colliers International Valuation Advisory Services, over a three-year span, while growing a team and implementing new software for Colliers

Appointed to Colliers CEO strategic advisory committee, assisted with template development, SalesForce integration and strategic planning initiatives, all while attaining top production levels

Bonded review appraiser for the FDIC which entailed attaining security clearance through the U.S. Government for bank closures and valuation review.

Served as President of the South Florida Appraisal Institute Chapter in 2014 – a voluntary/non-compensated one-year term as representative of the profession on a regional and national platform.

Established venture office for Capstone Valuation Advisors, with team of six concentrated in Southeastern Florida.

At Iberia Bank provided internal systems interface for quality control and regulatory compliance

Chairperson of the South Florida Real Estate Forum, a networking event comprised of keynote speaker and industry professionals for continuing education credit

Career Advancement

Vice President, Appraisal Review 2017-Present

IBERIABANK, Miami/Fort Lauderdale FL/HQ New Orleans LA

Provide internal real estate appraisal review and quality control services to IBERIABANK for the Southeastern United State and beyond

Assist loan officers with complex property lending solutions and appraisal requirements

Administer internal quality control reviews and relay information to chief appraiser and associates for constructive feedback to ensure adherence to policy

Coordinate team meetings with educational and motivational discussions

Assistant Vice President, Real Estate Review Appraiser 2015-2017

City National Bank, Miami, FL

Oversaw the appraisal review process by third party for residential and commercial valuations

Gathered, verified and analyzed data and compared property values for consistency

Tracked real estate market trends and provided updates to the general lending group

Analyzed complex real estate properties and portfolios for compliance

Interfaced with the legal and asset services departments regarding troubled assets

(T. Guarnieri Page 2 of 2 cont.)

Managing Director 2013-2015

Capstone Valuation Advisors, Fort Lauderdale FL/Orlando FL

Established a new office with key team players for all facets of office operation

Lead negotiator for all valuation services and fee engagements

Prospected new relationships at a variety of investment sources and banking institutions

Updated valuation models and software to improve service

Supervised a team of six staff members for quality performance and service

Senior Director, Valuation Advisory Services 2009-2012

Colliers International, Boca Raton FL/HQ now Toronto Canada

Developed a team of seven professionals to provide distinctive, quality-driven valuation services - won top performer awards two years including participation in leadership conferences

Elected to CEO’s Strategic Planning Committee to assist upper management with decisions regarding expanding/absorbing PGP Valuation into Colliers International

Assisted with testing and implementation of new software for appraisal development

Provided localized SalesForce integration and strategic planning insights, all while attaining top production levels and on-going Leadership training through MarketForce

Director 1989-2009

Cushman and Wakefield, South FL/HQ Chicago IL/New York NY

Advanced from analyst to Director within South Florida delivering quality valuation services

Participated in Business Innovation Committee templates and operations development

Mentored new appraisers into the appraisal profession

Professional Activities & Affiliations

Appraisal Institute, Member (MAI) No. 12389 and Review Appraiser Designated (AI-GRS) 2016

Former Member, Institute of Chartered Surveyors (MRICS) No. 1287479 (8 years- can re-activate as needed for international clients)

Appraisal Institute, Leadership Development & Advisory Council (LDAC) 2009, 2011, and 2013;

President, South Florida Chapter of the Appraisal Institute, 2014; Awarded Volunteer of Distinction, June 2016

State & Regulatory Licensure*

Florida State Certified General Real Estate Appraiser License No. RZ2342 (active)

Georgia Certified General Real Property Appraiser License No. 341367 (inactive)

North Carolina Certified General Real Estate Appraiser License No. A7400 (inactive)

South Carolina Certified General Appraiser License No. 6846 (inactive)

Virginia Certified General Real Estate Appraiser License No. 400*-****** (inactive)

*Licenses attained through the years, as needed for regional portfolio work – can be reactivated as needed.

Education

Bachelor of Science in Real Estate Finance - Old Dominion University, Norfolk, Virginia

Appraisal Institute – MAI Designated – Member No. 12389

Cornell University – Certification in Hospitality

Detailed Education

Current - National USPAP Update Course and Florida Law for Real Estate Appraisers

Select Courses: Fundamentals of Separating Real Property, and Intangible Business Assets; Hotel Market Studies & Valuations/Using HV Software; An Appraiser's Intro/Overview of the US Hotel Industry; Valuation of Conservation Easements; Advanced Applications; Report Writing & Valuation Analysis; Advanced Sales Comparison and Cost Approaches; Highest & Best Use and Market Analysis; Advanced Income Capitalization

Select Seminars: Transfer Value; The Appraiser as an Expert Witness: Preparation & Testimony, Real Estate Finance, Value, and Investment Performance; The Appraiser’s Role in New Urbanism; Rates & Ratios: Making Sense of GIMs, OARs and DCFs; Litigation Issues for Appraisers, Performing Litigation and Other Lending Work; Drone Photography in Appraisal;

Contact information – e-mail *********@***.*** Mobile 954-***-****

Contact this candidate