PNC Financial Services, via Cognizant
Centralizing a Securities-Backed Loan Application Experience
Securities-Backed Lending Platform Product Team
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My Role
Product Designer
Team
UX Contractor (me), Business Analyst, Engineer, PM
Stack
Figma, UX Thinking, Figma Make, Co-Pilot
Company
Natera
Industry
Financial Technology
Timeline
2 weeks
PNC’s securities-backed lending process required bankers to navigate fragmented systems, repeated data entry, and complex approval steps. As a UX Designer, I helped centralize the application experience, reduce processing time and operational cost, and improve throughput for more than 1,200 bankers managing high-value client applications.
Summary
PNC’s securities-backed lending process was fragmented across multiple systems, requiring bankers to repeat work, reconcile client information, and navigate complex approval states. As a UX Designer embedded with product, engineering, and banking stakeholders, I helped centralize the experience into a clearer workflow for evaluating, submitting, and managing high-value client applications.
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PNC Financial Services, via Cognizant
Centralizing a Securities-Backed Loan Application Experience
My Role
Product Designer
Team
UX Designer (me), Business Analyst, Engineer, PM
Stack
Figma, UX Thinking, Figma Make, Co-Pilot
Company
Natera
Timeline
2 weeks
Users
Relationship Bankers assisting High Net-Worth Clients
Impact
Lowered Operational Costs, Increased Application Volume and Capacity
Summary
PNC’s securities-backed lending process required bankers to navigate fragmented systems, repeated data entry, and complex approval steps. As a UX Designer, I helped centralize the application experience, reduce processing time and operational cost, and improve throughput for more than 1,200 bankers managing high-value client applications.
PNC Financial Services, via Cognizant
Centralizing a Securities-Backed Loan Application Experience
PNC’s securities-backed lending process required bankers to navigate fragmented systems, repeated data entry, and complex approval steps. As a UX Designer, I helped centralize the application experience, reduce processing time and operational cost, and improve throughput for more than 1,200 bankers managing high-value client applications.