Loan Lifecycle Management System
UX/UI Case Study (Confidential Project)

The Loan Lifecycle Management System is a comprehensive redesign of the bank’s internal platform used for managing corporate loans from origination to closure. The project aimed to enhance operational efficiency by simplifying complex workflows, improving task visibility, and aligning the user interface with OCBC’s digital design standards.

Through extensive user research and collaboration with stakeholders, we introduced intuitive navigation, status tracking, and contextual guidance, resulting in a significant reduction in processing time and a more seamless experience for relationship managers and operations staff.

Project Goals

  • Digitize and simplify the full loan lifecycle process
  • Enhance internal efficiency for internal users across departments
  • Provide real-time visibility into task status
  • Reduce processing delays and redundant steps

    • My Role

  • Owned the end-to-end design process from research to delivery
  • Facilitated stakeholder workshops and usability sessions
  • Flow redesign from origination to closure
  • Create wireframes, final UI mockups, and interactive prototypes for each stage of the loan process
  • Develop high-fidelity UI aligned with OCBC’s design system
  • Build interactive prototypes for stakeholder validation and testing
  • Handoff documentation for developers and QA teams
  • Collaborate with QA to ensure accurate implementation and UX consistency

    • Outcome

  • 50% reduction in loan processing time (internal benchmark)
  • Improved visibility into pending actions for loan officers and approvers
  • Increased consistency in procedures across branches

    • Details

    • Category UI/UX Design
    • Client OCBC Bank
    • Project date 2023
    • Tools Figma, Jira, Confluence