Manage professional practice cases to ensure compliance with relevant laws, regulations, policies and procedures.
General Peer Review Cases Duties
Develop and maintain a thorough understanding of Appraisal Institute Regulation No. 6 and its application to the Appraisal Institute peer review process.
Develop and maintain an understanding of basic appraisal principles and procedures.
Develop and maintain an understanding of the Appraisal Institute Code of Professional Ethics and Standards of Professional Appraisal
Respond to communications from the public, volunteers in the peer review system, individuals subject to cases ("Subject"), staff and attorneys with a view toward handling very sensitive matters appropriately, facilitating fair processing of cases and protecting the legal interests of the Appraisal Institute.
Obtain, review and analyze information indicating that a peer review matter may be involved in pending litigation to determine whether processing should be postponed and if processing is postponed, monitor the progress of the pending litigation to determine when the peer review matter may proceed.
Opening Peer Review Matters
Assist Al Professionals and the general public in making referrals of possible violations of the Standards of Professional Appraisal Practice and/or the Code of Professional Ethics of the Appraisal Institute.
Review referrals of alleged violations of Code of Professional Ethics and/or Standards of Professional Appraisal Practice, determine whether opening of peer review files is appropriate and request information from Subject or other parties.
Monitor state enforcement actions regarding Al professionals, open peer review files as appropriate and request information from Subject or other parties.
Create organized electronic copies of peer review files to facilitate screening.
Peer Review Files at Investigative or Hearing Stage
Appoint peer review Investigators and Hearing Committees
Identify Designated members willing and able to serve as peer review Investigators and on Hearing Committees.
Prepare appointment correspondence and notice to Subject of appointees
Ensure that appropriate forms are completed
Review and analyze any challenges made to appointees based on alleged conflicts of interest and appoint replacement members where
Create files in the Appraisal Institute’s electronic database for peer review Investigators and Hearing Committee
Monitor progress of peer review investigations and advise Investigators on procedural and compliance issues as appropriate. Follow-up with Investigators on a regular basis to help matters move forward
Review and analyze Investigator Reports setting forth procedures undertaken, findings of fact, conclusions regarding Standards and/or Ethics violations and recommendations for action for compliance with regulations, completeness and probative quality.
Work with Appraisal Institute outside counsels as appropriate
Review and analyze pre-hearing Motions, Rulings, and Bills of Particulars, as well as making arrangements for the Hearings.
Prepare public notices of disciplinary action for publication when appropriate.
Maintain accurate records of the status of files to produce statistical reports for dissemination to the Professional Practice Enforcement and Compliance Committee and other interested parties.
Peer Review Matters Relating to Improper References
Review, analyze, issue actions, and handle follow-up on peer review matters concerning improper references to the Appraisal Institute, designations, membership, candidacy or affiliation.
Perform assignments for Legal Department, Appraisal Institute attorneys and Supervisor as requested.
- Ability to analyze complex situations and apply regulations.
- Excellent oral and written communication skills.
- Ability to work independently and take responsibility for performing duties.
- Temperament to effectively interact and communicate with Al Professionals, staff, attorneys, outside counsels and general public on confidential and sensitive matters.
- Good organizational skills to handle multiple assignments with established priorities to meet goals of department.
- Ability to take initiative in problem solving.
- Understanding of legal risks and sensitivity to potential legal liability inherent in all actions in peer review proceedings.
- Understanding of associations
- Bachelor’s Degree in a major that requires development of analytical and communication skills
- Paralegal/Lawyer's Assistant Designation or Certification (or equivalent)
- Work experience in the legal field or in service-oriented environment preferred
Internal Number: FT82003
About Appraisal Institute
The Appraisal Institute is a global professional association of real estate appraisers, with nearly 19,000 professionals in almost 60 countries throughout the world. Its mission is to advance professionalism and ethics, global standards, methodologies, and practices through the professional development of property economics worldwide. Organized in 1932, the Appraisal Institute advocates equal opportunity and nondiscrimination in the appraisal profession and conducts its activities in accordance with applicable federal, state and local laws. Individuals of the Appraisal Institute benefit from an array of professional education and advocacy programs, and may hold the prestigious MAI, SRPA, SRA, AI-GRS and AI-RRS designations. Learn more at www.appraisalinstitute.org.