Shivani
Shah-Patel

Managing Director, Mortgage Operations

Shivani brings more than 20 years of experience building and expanding client relationships across private banking, commercial banking, and mortgage lending. She is a seasoned mortgage operations and production leader, with deep expertise in overseeing loan origination, underwriting workflows, and end-to-end mortgage execution. She is known for building high-performing teams, strengthening credit and regulatory discipline, and delivering consistent, client-focused lending outcomes.

Throughout her career, Shivani has held senior leadership roles overseeing relationship management teams, originating and structuring residential and commercial loans, and supporting the development of private banking platforms. She has managed deposit portfolios exceeding $2 billion and led teams that originated more than $2.5 billion in loans with no realized credit losses, consistently delivering strong risk-adjusted performance.