Health AI | Amazon Health One Medical

Consumer & Business Banking | Digital Finance Products | Multi-Platform Design (Authenticated Online Banking, Mobile App, Responsive Web)

As a Lead Designer, I own the design of complex, end-to-end mortgage and loan customer experiences across digital platforms, collaborating closely with cross-functional teams to deliver impactful solutions.

Projects:

• Loans, Lines and Leases Dashboard: Account dashboard re-design and optimization.

• Escrow Management: Designed a feature for mortgage customers to receive escrow refund deposits (Mobile App & Responsive Web).

• Autopay Setup: Designed the auto-payment setup and enrollment flow for loans, lines of credit, and lease accounts (Responsive Web).

• Payoff Quote for HELOC: Enabled Home Equity Line of Credit customers to generate online payoff quotes via their dashboard (Mobile App & Responsive Web).

• Onboarding for Purchased Loans: End-to-end onboarding experience, including enrollment and a guided dashboard tour (Mobile App & Responsive Web).

• Mortgage Forbearance Dashboard: Designed the assistance ecosystem ans dashboard to manage mortgage forbearance status (Responsive Web).

• Payment Change Notifications: Enhanced customer communication via "Payment Change" notification cards and a comprehensive web-based "Payments" support/education library (Responsive Web).

Projects:

• Educational and servicing web pages on the bank’s website for “Loans, Lines and Leases” customers.

Working closely with users and agencies involved addressing the housing challenges for the low-income households of San Francisco. Part of the design team that initiates design concepts and development and carries design through technical drawings overseeing the work of engineers, contractor and junior design staff.