Upen Patel

Upen Patel Email and Phone Number

Branch Manager @ Novus Home Mortgage
Vienna, VA, US
Upen Patel's Location
Vienna, Virginia, United States, United States
Upen Patel's Contact Details
About Upen Patel

Buying a property as your own home or as an investment, will be one of your biggest investment. You want the best on your team. I have the skills and knowledge to guide you. I am not your typical mortgage banker. I have an undergrad in engineering and an MBA from The Univ of TX at Austin. I spend 20+ years as a Management Consultant advising and assisting Fortune 500 clients. I use my experience and analytical thinking, to help my clients. I look to deliver the highest level of service, clear and open communication, and always working to find the best financing solution for you.*****************************************Upen Patel, Senior Vice PresidentNMLS# 1374243The Federal Savings Bank is a member FDIC and Equal Housing Lender.Terms and conditions may vary. Subject to underwriting approval.*****************************************

Upen Patel's Current Company Details
Novus Home Mortgage

Novus Home Mortgage

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Branch Manager
Vienna, VA, US
Employees:
1235
Upen Patel Work Experience Details
  • Novus Home Mortgage
    Branch Manager
    Novus Home Mortgage
    Vienna, Va, Us
  • The Federal Savings Bank
    Senior Vice President (Mortgage)
    The Federal Savings Bank
  • Independent Consultant
    Independent Consultant 2015-03 - 2015-06
  • M2 Labs
    M2 Labs 2012-03 - 2015-06
    Washington D.C. Metro Area
    M2 Labs (M2) is a cloud based mobile payment network, focused on leveraging smart devices to provide consumers and merchants an alternative form of payment. M2’s goal is to minimize friction in the flow of money. M2 transactions are protected using bank grade security and patent pending dynamic token technology.

    ********************************
    Ballston LaunchPad Challenge – June - Nov 2013
    Tech Cocktail DC Startup Showcase - May 2013
    TiE50 Finalist - 2013
    ETA Payments Next Zone - April 2013
    TiE50 Finalist - 2012
    InSITE DC - Spring 2013
    ********************************
  • Navy Federal Credit Union
    Navy Federal Credit Union 2014-02 - 2015-03
    Vienna, Va
  • Arlington County Dept Of Technology Services
    Arlington County Dept Of Technology Services 2011-09 - 2012-02
    Arlington, Va
    Responsible for Arlington County Government's (ACG) Content Management platforms (OnBase, SharePoint, WordPress) and the solutions deployed on these platforms. Responsible for website operations for public-facing websites, the County intranet and internal collaboration tools, and Document management/workflow solutions. Serving all of ACG in an internal consulting model. Managing a team of 10 resources in Department of Technology.
  • Pricewaterhousecoopers
    Pricewaterhousecoopers 2010-10 - 2011-09
    Mclean, Va
    Responsible for winning business for PwC with a focus on opportunities related to Enterprise Content Management (ECM), Business Process Management (BPM), Records Management (RM), eDiscovery, Web Content Management (WCM).
    * Providing project management and solution design support to a Federal Agency for an ECM system modernization effort.
    * Elicited user requirements for ECM system modernization initiative.
    * Supported planning efforts to improve content management services and related business processes. Served as trusted advisor to senior IT leaders.
  • Ibm Global Services, Gbs Public Sector
    Ibm Global Services, Gbs Public Sector 2008-03 - 2010-10
    Business Development Lead focused on Enterprise Content Management (ECM) within IBM GBS Public Sector’s BAO practice. Responsible for building relationships across IBM organizations and partners to win and deliver ECM business. Responsible for business development, project execution and delivery, client relationship management, and thought leadership.
    * Work with account teams to identify/qualify opportunities, develop strategy to position IBM to win business. Responsible for winning business: proposal response, formulating win themes, IBM positioning, partnerships. Help clients develop strategies deliver solutions to more effectively meet their goals by leveraging information to make better decisions or optimize processes.
    * Managed a $2.4M Business Intelligence/Data Warehouse project for Marriott International. The team consisted of 8 SME’s in the US with 10 developers in India.
  • Maximus
    Maximus 2003-10 - 2004-12
    * Responsible for implementing the Enterprise Content Management (ECM) initiative. Presented to the CEO and CIO the benefits and impact of ECM. Tasked to build ECM expertise within corporate operations. Responsible to build expertise into internal and external consultancy.
    * Responsible for identifying content management needs within MAXIMUS and it projects. Conduct requirements analysis, and present ROI and benefits to gain approval for ECM implementation.
    * Interact with ECM vendors to gain product knowledge. Responsible for evaluating vendor offerings for functionality and fit. Will make recommendation for strategic alliance.
  • Image Process Design, Inc. (Ipd)
    Image Process Design, Inc. (Ipd) 2001-01 - 2003-08
    Responsible for managing project plan, finance and resources on projects. Worked with clients in JAD sessions to detail functional requirements and business workflows. Made recommendations to senior client executive for process reengineering. Developed and maintained relations with senior executives.
    * Lead a business process and cost savings analysis for a $1M imaging and workflow proposal.
    * Conducted an enterprise wide assessment of imaging and workflow. Made recommendations to senior executives for strategic initiative based on assessment and ROI.
    * Effectively managed the upgrade and cutover of a critical FileNet imaging and workflow system.
    * Reduced processing time for claims adjudication – able to handle increased volumes without hiring additional staff.
    * Prototyped how IPD’s solution can provide an enterprise wide imaging and workflow solution.
  • Onesoft Corporation
    Onesoft Corporation 2000-11 - 2000-11
    (Start-up, Restructuring Cut back by 50%)

    * Responsible for rolling out value added services for customers hosted by OneSoft MSP.
    * Interact with third party service providers to gain product knowledge, negotiate service offering, and OneSoft reseller agreement.
  • Ams (Now Part Of Cgi)
    Ams (Now Part Of Cgi) 1999-06 - 2000-10
    * Federal Thrift Savings Board; Support the testing manager in managing the testing team and the testing effort. Responsible for managing the testing environment and provide technical support.
    * Federal Election Commission; Technical expert in conducting a cost benefit analysis for the implementation of a document management, imaging/workflow system. Assessed customer requirements. Performed analysis among FileNET Panagon, IBM EIP, Documentum 4i & Hummingbird PCDocs for functionality and customer fit. Analysis lead to AMS winning the project.
    * Towers Perrin; Lead a team of three developers. Worked with the team on requirements gathering, scoping out the enhancements, designing, developing and implementation the changes.
    * Kansas Department of Revenue (Topeka, KS); Test team leader. Lead a team of eight, client and AMS, testers through integration & stress test.
  • Air Products & Chemicals, Inc.
    Air Products & Chemicals, Inc. 1998-06 - 1998-08
    (MBA summer internship)
    * Conducted a financial analysis of IT servicing in Mexico. This model was to be used to propagate the concept to all the countries where Air Product has a presence.
    * Interacted with management and personal in the US and Mexico for the gathering of information.
  • Bearingpoint, Inc.
    Bearingpoint, Inc. 1998-01 - 1998-05
    (Part-time during MBA)
    * Assisted with the logical data model. Developed detailed data flow diagrams.
    * Assisted in the collection of information for the Fine/Fee table and the logical model design.
  • Ams (Now Part Of Cgi)
    Ams (Now Part Of Cgi) 1996-02 - 1997-06
    * Great-West Life & Annuity Insurance Company (Denver, CO); Gathered information, wrote specifications, designed and developed custom Visual Basic applications to integrate FileNET for a $12 million project. Project involved re-engineering the claims process flow for the company by implementing an Imaging solution using FileNET. The implementation decreased the per-claim processing cost by 40% and brought an overall saving of 30%. System handles 80,000 claims a day spread across 25 offices nationwide and supports 2,000 users.
    * BOC Gases (Murry Hill, NJ); Authored Technical Guide for BOC technical support staff for trouble-shooting, process flow, and code modification of the OCR Server.
    * AMS; Developed an application for marketing and customer tracking of an AMS application.

Upen Patel Skills

Enterprise Content Management Business Process Requirements Analysis Solution Architecture Start Ups Business Analysis Integration Business Process Improvement Sharepoint Requirements Gathering Management Consulting Mortgage Lending It Strategy Management Residential Mortgages Filenet Professional Services Strategy Mortgage Marketing Document Management Document Imaging Document Capture Electronic Document Document Scanning Forms Processing Document Automation Workflow Solutions Workflow Workflow Analysis Knowledge Management Business Process Management Commercial Mortgages Ecm Information Management Records Management Discovery Edrms Kofax Onbase Vendor Relations Content Management Business Management Process Engineering Payments Mobile Payments

Upen Patel Education Details

Frequently Asked Questions about Upen Patel

What company does Upen Patel work for?

Upen Patel works for Novus Home Mortgage

What is Upen Patel's role at the current company?

Upen Patel's current role is Branch Manager.

What is Upen Patel's email address?

Upen Patel's email address is up****@****ail.com

What is Upen Patel's direct phone number?

Upen Patel's direct phone number is +157133*****

What schools did Upen Patel attend?

Upen Patel attended Texas Mccombs School Of Business, Rutgers, The State University Of New Jersey-New Brunswick.

What are some of Upen Patel's interests?

Upen Patel has interest in Credit Risk Modelling.

What skills is Upen Patel known for?

Upen Patel has skills like Enterprise Content Management, Business Process, Requirements Analysis, Solution Architecture, Start Ups, Business Analysis, Integration, Business Process Improvement, Sharepoint, Requirements Gathering, Management Consulting, Mortgage Lending.

Who are Upen Patel's colleagues?

Upen Patel's colleagues are Aaron Ellington, Ayla Donohue, Maria Bellorin, Melissa Warren, Kristen Stoner, Joe Damo, Elbert Racaza.

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