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).