portfolio monitoring
I led the UX and product design for a new Portfolio Monitoring system—powered by AI, integrated with OCR, and built from the ground up to give monitoring agents the clarity and confidence they needed to move fast.
Enhancing Visibility and Decision-Making
At Provide, manual portfolio reviews were grinding ops to a halt. Every credit decision meant bouncing between tabs, stitching together documents, and flying blind on borrower health. No visibility. No speed. No scalability.
The Visibility Gap
- No centralized view of borrower health
- High risk of human error and delays
- Hours lost in manual data wrangling
Agents monitoring a 4 billion dollar portfolio were buried in PDFs, spreadsheets, and siloed tools—manually stitching together risk profiles without a single source of truth. The process was slow, fragmented, and couldn’t scale with portfolio growth.
Create a centralized, intelligent system to streamline portfolio monitoring and surface credit risk proactively.
From Chaos to Clarity
- Automate extraction and analysis from financial docs
- Provide global and itemized risk views in one place
- Reduce manual processing time and improve accuracy
Launched a dynamic dashboard powered by ML + OCR that transformed risk review from a manual slog into a real-time workflow accelerator.
A Platform That Thinks Ahead
- 90% reduction in manual processing time
- 85% improvement in data accuracy
- 70% faster credit risk assessments
My Role: From Friction to Flow
- Led end-to-end UX for the Portfolio Monitoring system from concept to release
- Aligned engineering, data science, ops, and credit teams around one unified product vision
- Designed a dynamic dashboard + side-drawer interface that became the new standard for internal workflows
I partnered shoulder-to-shoulder with the director of product to define the vision, scope, and roadmap. Then I dug in with SMEs, portfolio ops, and credit teams to surface pain points no spreadsheet could explain.