Balance Platform
I am responsible for the product design of 4 products for 5 banking partners, including CRM workflows, loan origination platforms, leasing participant portals, financial calculators, and a modular platform built on a microfrontend architecture.
- Develop an AI-assisted Product Design practice: created Markdown guides for early-stage prototyping based on the design system, now used by 5 teams; apply AI in Design Review and Design QA.
- Initiated the transition to a shared design system and unified interface standards for modular products, and support their adoption across the product portfolio.
- Own the full product design lifecycle—from researching business processes and user context to shaping and validating hypotheses, making UX decisions, and ensuring implementation quality.
Key products and projects:
- CRM Collection: designed key workflows and interfaces, including an IP telephony module.
- Leasing Participant Portals: developed role-based interfaces for dealers and lessors to submit and process applications.
- KYC Portal: designed a batch document recognition workflow with predefined or custom recognition sets. Migrated the product to the shared design system.
- Dealer Network CRM: designed a mobile version for tracking agreements, planning meetings, and monitoring performance. Also developed an AI assistant module tailored to different user roles.
- Loan Origination Platform: developed the UX architecture of a flexible, modular product adaptable to different banking and product configurations. Designed several financial calculators within the platform, including a leasing calculator.
- Agent Lending Platform: designed end-to-end loan and mortgage application journeys, as well as centralized agent network management with role-based access and organizational hierarchy.
- Microfrontends: designed 6 reusable modules for integration across multiple products.