Managing financial portfolios requires clarity, speed, and precision. The challenge was clear—users needed better visibility into their portfolio performance and a way to make faster, more informed decisions. The existing system lacked a cohesive structure, making it difficult for users to track key metrics, analyze risk, and manage assets efficiently. My role was to transform a fragmented experience into a unified, data-driven interface that delivered clarity without complexity.

Through user research and workflow analysis, I discovered that loan officers were spending up to 30 seconds per document access navigating between screens, multiplied across 20-40 document reviews daily. This represented a significant productivity loss.

I designed and implemented a persistent side drawer that allowed users to access, review, and compare documents while maintaining their position in the workflow. The solution included a component-based UI framework to ensure consistency and scalability across the platform.