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Case Study 02

Banking
Loans

ClientNational Retail Bank
RoleLead Product Designer
Timeline2024
DeliverablesWeb App, Workflows, UX Research

The
Overview

The digital loans application experience spanned 14+ disjointed views, forcing retail and enterprise customers — and the loan officers behind them — through redundant data entry and ghost-work.

I led an end-to-end redesign, consolidating the journey and restructuring data hierarchies around the decisions people were actually trying to make.

Challenge &
Solution

Challenge

Critical loan metadata was buried beneath static logs across more than fourteen views. Officers re-entered the same data repeatedly, and customers abandoned an application that felt longer than it needed to be.

Solution

I mapped friction by shadowing loan officers, restructured data hierarchies to prioritise actionable metadata over static logs, and validated low-fidelity prototypes against real production workloads — cutting the number of views required per task.

40%
Faster Tasks
+28
NPS Points
8.4%
Error Reduction
Next Deployment

Mobile
Banking