Intermex, International Money Transfer
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With over 25 target countries in Latin America, IMX's money transfer experience facilitates the user's needs with competitive fees on a timely manner. With the user base growing and fintech becoming more prominent, I was brought onboard to reimagine the whole app experience, particularity onboarding and the transfer of funds that included funding, contacts listing, selection of countries and exchange rates. Other work included the creation of a user typology accompanied by in depth user research.
Freddie Mac, myOptigo: Q&A + Loan Review
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Freddie's CX department served over 14 agile teams in the revamping and expansion of myOptigo, a workflow platform that enabled external and internal underwriters to analyze, communicate, keep a task flow, upload, reject or approve a loan and keep a log of all discrepancies during a loan's lifecycle. As part of the Loan Lifecycle Management team, I worked on ideating solutions for lender task management that included Q&A (communications) between internal and external users when completing loan milestones. I maintained and enhanced the internal and external interfaces while also creating future state suggestions.
Freddie Mac, myOptigo: Tasks + Loan Submission
​ As part of the Loan Lifecycle Management team, I worked on creating an intuitive solution for the Loan Submission flow from when a loan enters the system to when it is approved/rejected and passed over. This included the upload of the loan as a document, arrangement of tasks, communication between internal and external underwriters, a back and forth review process and submission or rejection of said documentation. There were larger efforts at play between these processes but what was designed helped users in combining those efforts and created a streamlined workflow.
Online Journey, Customer App
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The online journey was created to deviate from the original paper application and better assist users when registering for life insurance at LGA. I designed additional application question layouts and functionality while following new brand guidelines.
Tele Assist, Interviewer Mode
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TeleAssist was designed to improve applicant retention rate and application completion. Interviewers can now guide applicants through the phone and have an Interview-only view of the LGA life insurance application. As part of the Horizon project, I designed the interview flow using user perspectives, business requirements and our existing rules engine.
Branding, LGA Online Application
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The LGA online application expanded into co-branding territory. I re-designed the application to fit the branding guidelines of a hypothetical partner. From the logo to the company style guide, I created a new online presence while maintaining LGA's application core functionality.