Research & primary design
Loan
Operations
Clearer structure for product entry, application work and the navigation between tasks.
An editorial overview of the workflow structure, not a current product screenshot.
Project overview
The work
behind the work.
Loan operations brings product entry and application work into focus: how people find a route, organise information and keep their place in a complex task.
My areas were UX research and primary product design across the wider loans work. The workflow overview summarises information architecture and task sequencing. It is not a current product screenshot.
Reflection
The constraint.
The response.
The constraint
Loan work begins before an application is opened and continues through a dense operational record. The design challenge was to make different product routes findable, then keep the application workspace readable as sections and required information accumulated.
My response
I treated entry and application work as separate interface problems. The portal groups products and offer-code access into clear routes; the workspace uses queue context, search, section navigation, blank-field states, and a visible inactive action to frame the initial application task.
