# Shannel Lee > Product and growth expert Location: United States, United States Profile: https://flows.cv/shannel I love to create new possibilities across tools and platforms with elegant, intuitive experiences that empower users, spark delight, and elevate brands. I am a student of life and hope to always keep learning. Design Skills: Product design . Visual design . Digital Design . Interaction design . Accessible design . Prototyping . Responsive design . UX/UI . Component building . Brand identity and Logos . Packaging . Print . Content writing Software: Figma . Sketch . Adobe Photoshop . InDesign . Illustrator . Microsoft Suite . Google Suite Recent Experience Summary: * Lead designer on major initiatives such as redesigning digital banking for BMO U.S., resulting in 90% positive customer feedback on the new design. * Responsible for creating a new color palette system, with dark mode, its rules, use cases, and user accessible applications, and gaining stakeholder buy-in, resulting in a cohesive new system of 64 distinct hues to compliment and deepen branding. * Worked with a small team to build the component Design Library for BMO U.S. * Designed multiple new cross-sell opportunities within the logged-in experience bringing an uptick an new account openings. * Worked closely and regularly with content, research and accessibility teams. * Lead initiative to build and define a project “process”, from brief to hand-off including meeting cadence. * Created responsive templates that allowed partnering businesses to white-label digital loan products Earlier experience • Graduated from top graphic design school completing 30+ briefs in a studio-like atmosphere. • 7 years in account management and acquisition in fin-tech and Saas as a top performer • Developed 50+ strategic vendor relationships • 5 years program development, implementation and management for Underwriting and Sales departments • Identified and executed sales initiatives growing grassroots brand to national company processing $5 billion annually. • Intuitive communicator working in client-facing relationships with Executive teams, CEOs, CFOs • Mentored sales team in strategy and procedures • Proven track record of exceeding goals Additional Skills: Interior Design . Creative Writing . Account Management . Loan Origination . Client-facing relationships . Sales . Sales Consulting, Training and Mentorship ## Work Experience ### Strategic Account Manager @ Payroc Jan 2025 – Present | Ojai, California, United States Manage and grow a book of high-value clients in payment processing and financial solutions. ### Senior Product Designer @ BMO U.S. Jan 2023 – Jan 2025 | Ojai, California, United States Led end-to-end redesign of BMO U.S. digital banking, resulting in a 90% customer satisfaction rate. Built a scalable, accessible color system, including dark mode, for use across all U.S. platforms and led a team in creating brand guidelines for their application Created end-to-end project process frameworks, and was a foundational designeron the U.S. design system. Designed cross-sell opportunities within the logged-in digital experience, to support growth goals and resulting in increased new account openings. Regularly partnered across research, content, and accessibility for thoughtful and measurably impactful results. ### Product Designer @ Bank of the West Jan 2021 – Jan 2023 | San Francisco, California, United States Designed the digital transition experience during the BOTW and BMO merger to inform and guide customers while preserving trust and retention. Led UX/UI and visuals for white-label loan portal platforms used by external partners. Spearheaded a redesign of the digital banking interface to align with refreshed brand guidelines. ### Product and Brand Designer @ Catalina Properties Jan 2020 – Jan 2021 | San Francisco Bay Area Lead visual brand architecture and designed visual assets, marketing materials, building decals, pamphlets and listings for real estate development and management firm. ### Strategic Account Manager @ LendingHome Jan 2018 – Jan 2020 | San Francisco, California Top performer in new sales and repeat business at LendingHome. Supported user-facing dashboard UX improvements in collaboration with internal product design teams resulting in improved customer pull through. Managed a high-value client portfolio and drove 30% YoY volume growth through insight-driven account strategy. Facilitated end-to-end financing process with cross-functional teams. ### Account Manager @ LendingHome Jan 2018 – Jan 2018 | San Francisco, California, United States Managed clients through end-to-end loan origination process and work cross-functionally to move loans through in a rapid time frame. Quickly exceeded goals and was promoted. ### Account Executive @ LendingHome Jan 2018 – Jan 2018 | San Francisco Bay Area Qualified and brought on new business. Outperformed team and was rapidly promoted. ### Visual and Product Designer @ Shannel C Design Jan 2018 – Jan 2020 | Remote Delivered design solutions across brand identity, UX/UI, packaging, editorial, and digital assets. Specialized in crafting visual systems and product interfaces with high aesthetic and functional quality. ### Regional Account Manager @ i3 Verticals Jan 2013 – Jan 2018 | San Francisco Bay Area Built the San Francisco market from the ground up, generating $10M+ in monthly revenue. Being solely accountable for the SF market I sourced, serviced and supported my portfolio maintaining a 94% retention rate. Translated complex payment systems into trusted partnerships for over 150 business clients and over 50 high impact referral partners. ### Program Manager: Underwriting, Rep Liaison @ i3 Verticals Jan 2008 – Jan 2013 | Axia Payments Assisted in development of Axia's first in-house underwriting department resulting in a streamlined and expedited approval turn around process. Negotiated underwriting terms with sponsoring bank to form clear and concise parameters for sales teams to adhere to, helping them identify their demographic and establishing clear underwriting guidelines. Acted as a liaison between the sales team, corporate office and our sponsoring bank involving new account approval, setup, monitoring and policy. Mentored sales team in procedures, strategy and account regulations and requirements resulting in a 50% faster turn around time for approval. Assessed potential risk, liability and opportunity brought on by each new client. ### Event Production, Staging, Art Direction @ GMR Marketing Jan 2016 – Jan 2017 | Sonoma, CA and Carmel, CA Assisted Production team for Ferrari North America Owners Events at Carmel’s Concourse “Car Week” and at the Ferrari Gentlemen’s race at the Sonoma Raceway • First on-site, developed landscaping plan and managed incoming vendors resulting in ahead of schedule preparation for build-out and managed relationship with site owners resulting in a positive relationship • Assisted team in all aspects of activation: display and décor, floral, scheduling, fulfilling last minute client needs, problem solving, resulting in smooth and successful activations ### Sales Manager & Visual Merchandiser @ GBMI (Global Brand Marketing Inc.) Jan 2002 – Jan 2007 | Santa Barbara, California Area Worked at their first retail store for high-end footwear. Held position as #1 producer in sales for four consecutive years. Won nearly every sales competition. Trained and managed new hire sales associates. Responsible for in-store visual merchandising. ## Education ### Graphic Design Shillington Education ### Bachelor's degree in Sociology Cal State Channel Islands ### Associate of Arts (A.A.) in Health and Physical Education/Fitness Santa Barbara City College ## Contact & Social - LinkedIn: https://linkedin.com/in/shannellee --- Source: https://flows.cv/shannel JSON Resume: https://flows.cv/shannel/resume.json Last updated: 2026-02-23